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Who Is Going To Buy All The New U.S. Government Debt?
Article By:
Norman Mogil
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Monday, December 11, 2017 12:27 PM EDT
With bond yields at historic lows and equity markets making new highs almost daily, the conventional thinking is that it will be difficult to attract bond investors unless rates rise dramatically.
Morning Call For Monday, Dec. 11
Article By:
Jim Van Meerten
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Monday, December 11, 2017 8:07 AM EDT
Mar E-mini S&Ps (ESH18 +0.09%) this morning are up +0.08% and European stocks are down -0.12%. Most global stocks markets moved higher ahead of central bank meetings this week from the Fed, ECB and BOE.
A December Hike And Yellen’s Last Hurrah: Full Week Ahead Preview
Article By:
The Heisenberg Report
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Sunday, December 10, 2017 5:33 PM EDT
So the tax bill and Bitcoin will be front and center in the week ahead and there’s more than a little irony in that.
In this article: BITCOMP
The Biggest Bubble Ever, In Three Charts
Article By:
John Rubino
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Sunday, December 10, 2017 3:00 PM EDT
Each quarter, Credit Bubble Bulletin’s Doug Noland posts a “flow of funds” report that analyzes the debt and securities markets data released by the Fed in its Z.1 Report. It’s shocking to see the numbers we’re dealing with, even more so lately
At 24,329 Price Of DJIA At 44 % Discount To Value Of 43,533
Article By:
Tony Hayes CFA
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Sunday, December 10, 2017 2:38 PM EDT
Re-balancing is slowing the price rise of DJIA while simultaneously boosting the bond market and the DJIA value. This and Santa should pull up the DJIA price. Selling equities and buying bonds is still abject madness.
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An Oxymoron For 2018
Article By:
The Heisenberg Report
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Sunday, December 10, 2017 10:11 AM EDT
there are multiple sectors facing secular challenges in HY. “Idiosyncratic” ceases to make sense for an asset class when too many sectors within that asset class are challenged, and/or face challenges acute enough to imperil the entire asset class.
No Risk Of Recession?
Article By:
Lance Roberts
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Saturday, December 9, 2017 6:12 PM EDT
It is currently believed that a “recession” is nowhere to be found and therefore it should be “clear sailing” for investors as we head into 2018 and beyond. But, is that necessarily the case?
Ask Slim Market Week - Saturday, Dec. 9
Video By:
Steve Miller
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Saturday, December 9, 2017 5:20 PM EDT
The indices ended the week almost unchanged despite rumbles throughout the week even as Bitcoin surged at a time when commodity markets are under pressure.
Chart Of The Week: Collateral
Article By:
Jeffrey P. Snider
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Saturday, December 9, 2017 2:40 PM EDT
The 4-week bill equivalent yield closes it at just 114 bps, with only days left before the RRP “floor” is moved up by the FOMC to 125 bps.
Do You Have What It Takes To Rebalance?
Article By:
Craig Birk
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Saturday, December 9, 2017 9:40 AM EDT
A portfolio that has not been regularly rebalanced is likely strongly skewed toward stocks—and may be more risky than the investor may have intended.
China Systemic Risk: HNA Group Denies Liquidity Problem, It's Only "End-Of-The-Year Tightness"
Article By:
Tyler Durden
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Saturday, December 9, 2017 8:49 AM EDT
There are lots of lights flashing red on HNA.
Weekly Wrap: Will Market Insanity Go Beyond “What-The-Heck” And Deep Into “You’ve-Got-To-Be-Kidding-Me”?
Article By:
Tematica Research
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Friday, December 8, 2017 4:28 PM EDT
Looking at the latest economic data, we see that while the popular refrain has been that the U.S. economy is experiencing material acceleration, the data simply doesn’t tell that story.
Three Amigos Update
Article By:
Gary Tanashian
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Friday, December 8, 2017 2:54 PM EDT
The 3 Amigos of the Macro ride on. The ‘Stocks vs. Gold’ and Yield Curve Amigos look the most like shoe-ins to make their destinations. As long as they are in transit all is fine. But when the limits are reached it will be time to anticipate change.
Forex Weekly Outlook – Dec. 11-15 2017
Article By:
Yohay Elam
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Friday, December 8, 2017 12:08 PM EDT
The US dollar continued enjoying the optimism from the tax cuts and upbeat data. Four rate decisions await us: the SNB, ECB, BOE, and the FED, with Yellen’s last post-rate decision press conference. Can the dollar continue higher?