Sample Our Reports, Presentations, & Market Insights
MarketBeat (WSJ Blog) – A Tale of Two Credit Markets The 16-month nightmare that is the credit markets has improved from time to time, in fits and starts, but it has not looked better than it has now in a long time. It’s too bad it still...
CBS News – 60 Minutes: Saudi Arabia Bullish On Oil’s Future The good news is that the price of oil is falling – a lot; it’s also the bad news if you’re determined that the U.S. should kick its addiction to foreign oil....
The Wall Street Journal – Mark-to-Market Likely to RemainSEC Is Expected to Keep Accounting Rule but Seek Ways to Refine Its UseThe agency is completing a study on mark-to-market accounting ordered up by Congress as part of the bailout bill....
Financial Markets Outlook Federal Reserve of Chicago, Economic Outlook Symposium
Commitments of Traders Update/Analysis Statistics cover the CoT report for November 25, 2008. Further charts and comments include: 10 Year Treasury Note Futures: Large Speculators Turning Net Long S&P 500 Futures: Commercials Sell The Rally Yen...
The Latest On Credit And Deleveraging Audio Link of Conference Call A transcript of the November 20, 2008 conference call.
<Click on chart for larger image> Pimco.com – Paul McCulley: The Paradox of Deleveraging Will Be Broken The financial world will never be the same after the U.S. Treasury and Federal Reserve’s fateful decision of the weekend of...
Conference Call Presentation/Charts of the Week Topics Covered This Week Include: Summary/Conclusion – The Beginning Of The End The Credit Crisis: The Largest Outlay In American History Almost $1 Trillion In Losses Three Months To Remember The Federal Reserves Exploding Balance Sheet The Federal Reserves Exploding Discount Window The Economy Stopped In October It Is… Continue reading
MarketBeat (WSJ Blog) – Libor Stabilizes, But Not How the Market Wants The good news about Libor, the key interbank lending rate, is this: it’s stabilizing. The bad news is that it is stabilizing at rates that cannot in any way be...
CBS News – Obama On Economic Crisis, Transition Since Barack Obama was elected the 44th president of the United States 12 days ago, he has largely remained out of sight, getting high-level government briefings and conferring with his transition...
South Korean investors scuffled with bank security guards Friday [November 14, 2008] as they tried to enter Woori Bank headquarters in Seoul. The investors, angered by losses in the global credit crunch, claim the bank failed to properly advise them....
It Is All The Same Trade In addition to an absolute wealth loss, the credit crunch has, as all crises do, forced a confluence of returns and made diversification difficult if not impossible to achieve.