Our top posts from the week of June 24, 2019. ... Read More
Many on Wall Street believe tariffs and the Fed are creating a great deal of uncertainty. In actuality, the markets do not appear overly concerned about tariffs for the time being. They do view the Fed as more significant, however.... Read More
Today's topics include Mnuchin's comments about a trade deal with China, China continues to buy U.S. crude oil despite tariffs, Powell insists the Fed is independent, the "new normal", Bullard considered for Fed board job, high yield issuance, Jamie Dimon talks student loans, bitcoin and other major cryptos jump, more on Libra and the ten most powerful hedge fund managers in 2019. ... Read More
Some of the more interesting charts from this week's CoT Update.... Read More
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More
Posts of interest from this past week... Read More
Jim Bianco discussed inflation expectations in a recent conference call. ... Read More
On Thursday, June 6, 2019 we joined the Financial Sense podcast to talk about the markets and the Fed.... Read More
Speculators do not believe the yield curve will remain inverted for too long.... Read More
Our top posts from the week of June 3, 2019. ... Read More
Some of the more interesting charts from this week's CoT Update.... Read More
Jim Bianco discussed the Fed's latest GDP forecasts in a recent conference call. ... Read More
Thanks to a new set of data from Bloomberg, we can now differentiate mutual fund flows based on whether they are actively or passively managed.... Read More
The standard 60/40 portfolio lost 2.45% in May, its first monthly loss of the year.... Read More
The bond market sees tariffs and persistently low inflation as reasons to cut rates. The stock market is only off modestly on the belief the Fed will deliver easier policy.... Read More
