Sample Our Reports, Presentations, & Market Insights
<Click on chart for larger image> Real Time Economics (WSJ Blog) – NY Fed Plumbs Balance Between Reverse Repos, Market Stability A report released on Friday by the Federal Reserve Bank of New York highlights the balancing act the central...
Seeking Alpha – QE Never Left Us: The U.S. Economy And Stocks Will Grow Faster And Higher – QE is still with us. It will help propel the U.S. economy and U.S. stocks forward in 2015. – Massive stocks of liquidity accumulated during...
<Click on graphic for larger image> Barron’s – Oil Prices: Four Experts Size Up the Energy Market Four experts explain what’s ahead and highlight the best investment opportunities in the energy sector. Perhaps the biggest surprise...
<Click on chart for larger image> The Wall Street Journal – January U.S. Auto Sales Held Strong Fueled by low gasoline prices and easier credit, the U.S. auto industry pulled its recent winning streak into 2015 with a projected 15%...
ValueWalk.com – Finding Dividend Paying Stocks During Market Volatility In the coming volatile times, it will be more challenging to pick the winners and losers. They will change from one week to the next based on the latest news that has the...
Bloomberg.com – Hedge Funds Bet Oil Will Fall Further Hedge funds boosted bearish wagers on oil to a four-year high as U.S. supplies grew the most since 2001. Money managers increased short positions in West Texas Intermediate crude to the...
<Click on graphic for larger image> The Wall Street Journal – Investors Shift Bets on Fed Rate Increase Gauges Indicate More Expect Delay in Increase A wave of global economic gloom has turned the U.S. money market on its head, with more...
The Federal Reserve – Minutes of the Federal Open Market Committee “While some participants had lowered their assessments of the prospects for global economic growth, several noted that the likelihood of further responses by policymakers...
Easier financial conditions will promote economic growth. For example, lower mortgage rates will make housing more affordable and allow more homeowners to refinance. Lower corporate bond rates will encourage investment. And higher stock prices will...
<Click on chart for larger image> The Financial Times – Obama pressed to open emergency oil stocks The Obama administration is coming under growing pressure to cool petrol prices by releasing emergency stocks of oil. However, critics say...
Discussing Our Outlook <Click on image above for full PDF> Comment Jim Was also on Bloomberg Radio Friday talking about the same issue. Here is a partial transcript. TOM KEENE, BLOOMBERG SURVEILLANCE: Let’s get right to it, Jim Bianco,...
Comment Below is a chart showing the cumulative losses in real estate jobs since housing peaked. This industry has yet to recover from a jobs standpoint. <Click on chart for larger image> <Click on chart for larger image> <Click on...