EDITOR'S CHOICE
The FOMC Skid?
Article By:
Kevin Muir
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Tuesday, September 25, 2018 3:28 PM EDT
It’s probably no coincidence that the Federal Reserve made its first hike in almost a decade on December 15th, 2015 and this was also the point where the FOMC Drift stopped working.
In this article: SPX
The World’s Fragile Economic Condition
Article By:
Gail Tverberg
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Monday, September 24, 2018 10:16 AM EDT
In recent years, countries have found ways of creating GDP growth, without adding true value.
Q3'18 Earnings Season Preview
Article By:
Sheraz Mian
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Saturday, September 22, 2018 5:34 PM EDT
We have to wait another few weeks before Q3 earnings season really takes the spotlight, but the reporting cycle has gotten underway already. Total Q3 earnings are expected to be up +17.7% from the same period last year on +7.2% higher revenues.
The Neatest Idea Ever For Reducing The Fed’s Balance Sheet
Article By:
Michael Ashton
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Wednesday, September 19, 2018 9:00 PM EDT
It is currently not possible to directly access any inflation index other than headline inflation (in any country that has inflation-linked bonds, aka ILBs).
In this article: TIP
Tilray Goes Cray-Cray
Article By:
Roger Nusbaum
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Wednesday, September 19, 2018 8:22 PM EDT
Knowing how to trade around a mania: My preference with this sort of thing is to sell in chunks, not all at once.
Should You Buy Biotech IPOs?
Article By:
Marc Lichtenfeld
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Monday, September 17, 2018 7:52 PM EDT
Biotech is arguably the most exciting sector to invest in. This year, the NYSE Arca Biotechnology Index has more than doubled the S&P 500’s 14.6% total return with a 32.5% gain.
10 Years And 10 Lessons From The Financial Crisis
Article By:
Cullen Roche
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Saturday, September 15, 2018 4:36 PM EDT
Whether you feel like the financial crisis is a distant memory or still lingering I think we can all agree that these kinds of big events serve as important lessons for understanding how we will navigate the future.
A Simple Choice
Article By:
Jeffrey P. Snider
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Wednesday, September 12, 2018 9:11 PM EDT
A shortage of work manifests itself very differently than a shortage of workers. It’s not just here in the US where the data shows the same economic shortfall.
The "Big Bond Short" Illusion
Article By:
Kevin Muir
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Monday, September 10, 2018 6:38 PM EDT
There is no doubt that the “Big Bond Short” is nowhere near as large as the bond bulls are leading everyone to believe.
Japanese Investors Buy Treasuries And French Bonds And Sell Bunds And Gilts
Article By:
Marc Chandler
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Monday, September 10, 2018 10:49 AM EDT
Japan reported a slightly larger than expected July current account surplus earlier today.
2Q2018 (Final): Headline Productivity Improves
Article By:
Steven Hansen
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Thursday, September 6, 2018 1:17 PM EDT
A simple summary of the headlines for this release is that productivity improved while the labor costs declined. However, a year-over-year analysis shows labor costs rising faster than productivity.
One Fragile Year In Review: It Was A Warning
Article By:
Jeffrey P. Snider
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Wednesday, September 5, 2018 6:00 PM EDT
One year ago today, something broke. It wasn’t a big thing, practically a footnote seemingly not worth mainstream attention. Out of nowhere, the 4-week T-bill yield spiked.
In this article: CYB
