Tag Archives: Markets

Markets

Focus on Restraining Financial Leverage Favors Yen Strength
Posted By Peter Forbes  |  Newsclips

Chairman Powell made it explicit in yesterday?s remarks that excessive leverage and weakening underwriting quality are serious concerns. A wave of deleveraging in global risk markets is likely to boost the yen against the U.S. dollar.... Read More

Markets

Weakening Consumer Interest in Mortgages, Home Improvement
Posted By Peter Forbes  |  Newsclips

Consumer search interest in mortgages continues to fade. Fortunes have turned for the home improvement retail industry which had been thriving in a slowing housing market as recently as September. ... Read More

Markets

How Important Are Tariffs and Friday’s G20 Meeting?
Posted By Jim Bianco  |  Newsclips

The media continues to hyperventilate about tariffs and CEOs feed this belief. Away from the cameras, these same CEOs continue to tell their shareholders the situation is manageable. This will not stop the financial media from whipping everyone into a frenzy about Friday's G20 meeting. Don't get caught in the hype.... Read More

Markets

Deleveraging a Risk in Wake of Oil Collapse
Posted By Peter Forbes  |  Newsclips

The last two similarly steep declines in oil prices helped trigger waves of deleveraging in financial markets. A similar echo of deleveraging is a distinct possibility in coming weeks and would be a headwind for banks. ... Read More

Markets

U.S Economic Data Becomes the Top Performer
Posted By Ben Breitholtz  |  Newsclips

Long-end U.S. Treasury yields will be weighed down by slowing global growth. Term premium contained within a 50 bps range for the longest streak on record reflects investors' refusal to match the Federal Reserve's hawkish bent.... Read More

Markets

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Downside Risks for U.K. Growth
Posted By Peter Forbes  |  Newsclips

Weakening search interest for industrial categories and both consumer and commercial credit highlight downside risks for U.K. growth. The gap between market expectations and the Bank of England's public stance is widening. ... Read More

Markets

The Future of Money Management
Posted By Jim Bianco  |  Newsclips

Is the future of money management big data and coding? ... Read More

Markets

The New Corporate Bond Benchmark – General Electric
Posted By Jim Bianco  |  Newsclips

The story of this credit cycle is ETF hedging and General Electric is the issuer getting the most focus.... Read More

Markets

Risks Growing as Investors Rush Back into Brazil
Posted By Peter Forbes  |  Newsclips

Investors are buying into a bounce in emerging market equities, especially in Brazil. Their faith may be tested as we see growing risks from global fund flows and U.S. dollar strength. ... Read More

Markets

Investors’ Rush to Low Volatility Sectors Reaches an Extreme
Posted By Ben Breitholtz  |  Newsclips

Risk-off flows into low volatility sectors are reaching an extreme according to sentiment (T.V. News) and investor flows (ETFs).... Read More