Sample Our Reports, Presentations, & Market Insights
Comment Jim Bianco was on CNBC with Rick Santelli Friday discussing a bias in the payroll survey, rent’s effect on inflation and global yields. To view the interview, click on the image above. To view any of our recent interviews, click here....
ETF Trends (Blog) – Despite Declines, Investors Love Oil ETFs The United States Oil Fund is off almost 27% over the past 90 days, but that glum performance is not damping some investors’ enthusiasm for oil exchange traded funds. Even with...
The Wall Street Journal – Jon Hilsenrath: Atlanta Fed’s Lockhart: Fed Is ‘Close’ to Being Ready to Raise Short-Term Rates Federal Reserve Bank of Atlanta President Dennis Lockhart said the economy is ready for the first increase in...
The Wall Street Journal – High-Yield Jitters Lead Some Advisers to Sell ETFs An interest-rate rise could trigger an exodus, they say, and they are trying to get out first Some financial advisers have been trimming their clients’ exposure to...
CNBC – More of Wall St. sees a later rate hike: Survey These are the times that try the souls of those forecasting a September rate hike. The latest monthly CNBC Fed Survey still shows a majority on Wall Street forecasting that first rate hike...
Barrons – Gold Is Falling So Hard It Looks Like Capitulation Gold is a falling knife. I am not advising investors try to catch it. The trend is down, and as of today a fairly sizeable technical pattern is broken to the downside. But there is...
Bloomberg.com – Yellen Maintains Outlook for First Interest-Rate Rise in 2015 Federal Reserve Chair Janet Yellen said she still expects to raise interest rates this year and repeated that the subsequent pace of increases will be gradual. “I...
<Click on graphic for larger image> Bloomberg.com – This New Indicator Shows the U.S. Job Market Finally Heating Up Just how quickly is everyone’s paycheck growing? It’s one of the most important questions in the American job...
Bloomberg Business – Tracy Alloway: A Perfect Storm Brews for Bond Funds Soon it could be tough to save for a rainy day Post-financial-crisis regulation has sharply reduced investors’ freedom to buy and sell securities without affecting...
<Click on chart for larger image> The Financial Times – Reasons to fear a ‘triple taper tantrum’ Central banks have no contingency plan for a revival of growth The “taper tantrum” during summer 2013 was a chastening exercise in...
<Click on chart for larger image> Comment Yesterday we noted that April’s retail sales numbers disappointed. This follows a string of disappointing results which, as the chart above shows, has led to the slowest year-over-year growth...
Reuters – Oil rallies as hedge funds are caught short: Kemp Oil’s sharp rally since the middle of March has been driven by a race among bearish hedge funds to cover loss-making short positions rather than any great bullishness about the...