Tag Archives: Markets
Things Are Heating Up in the U.K.
Posted By Peter Forbes
U.K. residents are seeing some relief from high temperatures but the heat wave has had a real impact on consumers. Efforts to beat the heat accompanied a rebound in search traffic related to the energy sector. The outlook for U.K. equities is getting brighter. ... Read More
What We’re Reading
Today's topics include Charlie Evans, big data, Japanese Bond trading, the crisis in Turkey, currency and local stock market correlations, growth expectations, Chinese bonds. currency market volatility, corporate bonds, home prices, the trade war, why macroeconomics is hard, what worries investors and a new online prediction market. ... Read More
The Divide Between High Income & Low Income Economies
Posted By Greg Blaha
Data from the World Bank shows the huge divide that still exists between high income and low income countries.... Read More
Pipeline ETF Investors Taking Profits
Booming business has helped pipeline operators deliver on the performance but investors appear to be taking profits. ... Read More
Comparing Stock Market Turnover In Different Countries
Posted By Greg Blaha
A look at stock market turnover across different countries/regions... Read More
The Number of Multiple Jobholders Hits A 10-Year High
The number of multiple jobholders reaches a decade high. ... Read More
Heavy Outflows from Emerging Markets Not Warranted
Posted By Ben Breitholtz
Emerging market central banks away from Latin America are keeping pace with developed economies. Nearly unanimous outflows from emerging markets have marked contrarian buy signals for the months ahead.... Read More
Weekly Digest – July 30 – August 3, 2018
Our top posts from the week of July 30. ... Read More
CoT Detail: 10-Year Treasury Note Specs Are At A Net Short Extreme Position
Large speculators are at a net short extreme position in the 10-Year Treasury. ... Read More
Extreme and Popular Charts
A look at extreme and popular charts from this weeks CoT report. ... Read More
Net Treasury Issuance Expected to Soar into Year End
Posted By Peter Forbes
After a short-term peak in August, net Treasury issuance is expected to taper off into October before ramping sharply higher to $221 billion in December. The rising share of issuance to the belly of the curve will sustain a flattening bias. ... Read More
Zero Fee And Zero Trading Commission Funds Arrived Yesterday
Posted By Jim Bianco
Yesterday Vanguard's brokerage unit announced commission-free trading on more than 1,800 ETFs. Not to be outdone, Fidelity unveiled two new "zero fee" ETFs. Are negative fees coming next?... Read More
Financial Sector ETF Investors Spooked by the Yield Curve
Posted By Peter Forbes
This week's FOMC meeting appeared to make an inflection point for ETF investor interest in the financial sector. Expectations for the yield curve are likely contributing to the shift. ... Read More
What We’re Reading
Posted By Greg Blaha
Today's topics include the escalating trade war, the budget deficit, missing earnings estimates, managing FAANG expectations, Apple's share buybacks, economics as a science and GAM halts redemptions.... Read More
Talking Central Banks & Interest On Excess Reserves
Posted By Greg Blaha
Jim Bianco was on CNBC with Rick Santelli yesterday talking about the cumulative effect of central bank stimulus and an interesting political quirk involving interest on excess reserves.... Read More
