Saturday, February 16, 2019

Suddenly Vultures Circle in the Credit Market

The Federal Reserve has everyone talking about hawks and doves this week. But another kind of bird may be swooping in: vultures. Recent headlines suggest...

A Strange but Positive Jobs Report

"Non-farm payrolls miss estimates," the headlines say. But a deeper look at July's Employment Situation from the Labor Department reveals a more nuanced and...

Safe Havens Abandoned as Risk Appetite Returns

In a sharp reversal from late 2018, safe havens are crumbling across the board. Utilities and consumer staples are the only two major sectors with negative...

Junk Bonds Have Gotten Dumped

In another potentially bearish sign, junk bonds are getting dumped. The Barclays High Yield Bond Index ($JNK.IV) closed at its lowest price in 2-1/2 years...

Goldilocks Takes Over the Fed

So much for a hawkish Fed sinking the stock market. Jerome Powell veered away from aggressive interest-rate hikes on Wednesday, saying monetary policy is "just...

How the Market May Be Pricing in Higher Rates

Suddenly the market seems to be taking higher interest rates seriously. Banks and financials, which stand to benefit from increased yields, are among the best...

Don’s Notebook May 23, 2018

New homes have been one of the strongest areas of the economy, however today's April New Homes Sales Report is expected to show a...

Is the Fed Dovish, or Just Plain Chicken?

Is the Federal Reserve in the midst of its quickest pivot ever? It seems to be. Only two months ago, central bankers were united in their...

The End of the World as We Know It?

"It's the end of the world as we know it, and I feel fine." - R.E.M. Michael Stipe sang those lyrics 31 years ago on...

Oil, Airlines and Housing: Charts to Watch

Stocks have bounced sharply this week, but oil continues to slide. Crude oil futures (@CL) closed at their lowest level in more than four months...
- Advertisement -

LATEST NEWS

MUST READ