Tag Archives: Markets

Markets

Bond Investors Say “Bah Humbug” to Inflation and Tightening Outlooks
Posted By Ben Breitholtz  |  Newsclips

U.S. inflation has lost momentum on the heels of slowing global growth, dampening the Fed's hawkish bias. Bond investors refuse to become concerned a rash of inflation or tightening can occur as evidenced by low U.S. Treasury volatility.... Read More

Markets

Yuan on the Move, Liftoff in Australia
Posted By Peter Forbes  |  Newsclips

A sharp two-day rally in the Chinese yuan has risk markets captivated, but the Chinese industrial economy is the real question. With correlations between industrial metals and risk markets still at multi-year highs, search trends in Australia paint a bullish picture. ... Read More

Markets

Is China’s Core Competency at Risk in the Trade War?
Posted By Jim Bianco  |  Newsclips

Scott Galloway recently offered his thoughts that China's core competency may be at risk due to the trade war.... Read More

Markets

Canada Cuts Oil Output, Pressure Rises on Bank of Canada
Posted By Peter Forbes  |  Newsclips

The government of Alberta blinked as the collapse in oil prices continued to weigh on the local economy. Measures to cut production and boost takeaway capacity in the region took prices off their lows. The Bank of Canada will be pressed to maintain its hawkish stance.... Read More

Markets

Fed Rhetoric Loses Hawk Talons
Posted By Ben Breitholtz  |  Newsclips

Tumbling inflation expectations and slowing global growth are tempering hawkish rhetoric from the Federal Reserve. The probability of Powell pausing has risen to 54%.... Read More

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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