Sample Our Reports, Presentations, & Market Insights
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.
Charts of the Week Topics Covered This Week Include: What Does A “Medicated” LIBOR Measure? Are CDX Prices Pointing To Health In The Credit Markets? Credit Spreads Are Still At Crisis Levels Distressed Debt Munis vs. Treasuries Sovereign Credit Risks: With A Little Help From Our Friends Sovereign CDS Costs’ Impact On equities And Currencies… Continue reading
The Financial Times – Dollar lending rate reflects crunch easing The benchmark floating rate for dollar lending on Tuesday fell below the level that prior to the bankruptcy of Lehman Brothers in mid-September, providing a further sign that the...
Bloomberg.com – U.S. Auto Sales Fall 32% to Lowest Total in 17 Years U.S. auto sales plummeted 32 percent in October to the lowest monthly total since January 1991, led by General Motors Corp.‘s 45 percent slide, as reduced access to...
<Click on chart for larger image> Comment We view Intrade.com’s election betting as a real-time poll. If there is any movement toward a McCain surprise, expect InTrade to react immediately. You can track Intrade in the column to the...
<Total Time 15:00> EnergyTomorrow.org – ETR 57 Oil Prices and the EconomyJane Van Ryan talks with Howard Simons, strategist for Bianco Research in Chicago about the recent drop in the price of oil. Comment Many of these topics were...
Revisiting The Stock-Treasury Relationship After The Collapse The long-term correlation of returns between stocks and government bonds in the U.S. and Japan has become less negative as bond yields refuse to decline further.
S&P 500 And Three-Month Treasury Bill Comparative Returns The inability of the S&P 500 to outperform Treasury bills for 11 3/4 years poses a challenge for investment professionals.