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Friday Fact: Indicators of a Hot Economy
It may be chilly outside this spring, but two data releases this week indicate that the US economy is running[…]
Friday Fact: Consumers Are Divided on Business Conditions
I noticed an interesting result in the Conference Board’s most recent Index of Consumer Confidence in March. The percentage of[…]
Volatility Returns in a Big Way: Our Reaction
Volatility returned in a big way earlier this week. Over the past few trading sessions, equity market volatility as measured[…]
The S&P 500’s Extended Bull Run: Can It Last?
The current equity bull market has been chugging along, enjoying unusually low volatility in recent quarters. The S&P 500® Index[…]
Is China’s Renminbi the New “Safe Haven” Currency in Asia?
Has China’s renminbi unseated the Japanese yen as the new “safe haven” currency in Asia? Some market commentators have adopted[…]
Trump’s Tax Proposal: The Opening Move in a Poker Game
Think of this as the opening move in a poker game. It’s unlikely that any of these proposals will come[…]
Don’t Give Up on Bank Stocks Just Yet
US bank shares are in a bear market. The KBW Bank Index fell 20% in 2018. That’s much worse than[…]
Let’s Get Technical: The Story Behind the Loan Market Swoon
Wary investor sentiment, seasonal trading activity in loans, and a big institutional seller have combined to drive down loan prices[…]
China’s Bond Markets – Two Reasons Why the Year of the Dog Might Have Some Bite
The Year of the Dog may not be known for being the most auspicious, but for China’s local, renminbi-denominated bond[…]
Global Banks – Who Is Swimming Naked?
The outlook for most large banks around the world remains favorable – one reason is that many global banks have[…]
European Banks: Be Mindful of Risks in 2017
European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]
Crude Oil: The Bane of a Commodity Trader’s Existence
Oil traders everywhere probably had their fingers crossed that oil’s craziest trading days would not persist into the New Year.
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