ATAC Week In Review: Fear Lower Oil
Article By:
Michael Gayed
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Monday, November 17, 2014 3:19 AM EDT
Large-cap stocks held on to moderate gains as the average stock was flat to down in a week that on the surface looked uneventful, but from a sector standpoint had important movements take place.
What's On The Radar Screen In The Week Ahead
Article By:
Marc Chandler
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Monday, November 17, 2014 3:06 AM EDT
The investment climate rests on three legs: the divergence that is characterized by the de-synchronized business cycle, the decline in commodity prices and a slowing of China.
View From The Hill: Deflation Shadows Bulls With Disequilibrium In Capital Markets
Article By:
Hillbent
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Sunday, November 16, 2014 6:48 PM EDT
Deflation is casting a larger shadow over the U.S. equity bull market and I believe that the Fed may be forced to defer raising rates if the U.S. Dollar continues its upward trajectory while weaker G-8 members (Japan, China, and Europe) maintain highly accommodative policies.
Weighing The Week Ahead: Time To Buy Commodities?
Article By:
Jeff Miller
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Sunday, November 16, 2014 9:40 AM EDT
We can expect a normal flow of economic data this week featuring key reports on housing, the FOMC minutes, and the monthly inflation reports. The backdrop for this news includes four additional factors.
Between Keynes And Von Hayek - Checks And Balances
Article By:
Vivian Lewis
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Sunday, November 16, 2014 9:25 AM EDT
More follows from Singapore, China, and Hong Kong, and other places like Mexico, Britain, The Netherlands, S. Africa, Canada, Portugal, Spain, Brazil, and Finland.
In this article: AGU, MXE, NOK, PT, RBS, SLB, URZ, ATONY, MXCHF, NPSNY, YNDX, BABA, OIBR, ABGB, EMQQ
Stockbroker Charged With Fraud For Spending Investor Money
Article By:
Global Economic Intersection
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Saturday, November 15, 2014 5:26 AM EDT
Wilfred T. Azar III charged with defrauding bond investors to pay for his mortgage, country club dues, and season tickets to the Baltimore Ravens.
Dollar Dump Sparks Safety Scramble For Bonds & Bullion
Article By:
Tyler Durden
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Friday, November 14, 2014 5:54 PM EDT
Stocks were somewhat of a sideshow to the moves in Bonds, commodities, and FX today.
Emerging Market Bonds: Where Do We Go From Here
Article By:
Michael Fabian
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Friday, November 14, 2014 5:50 PM EDT
Investors that were early to identify the attractive valuations following the volatility in emerging market bonds in early 2014 are still sitting atop a pile of gains, yet in recent months new investors haven’t experienced the same steady uptrend.
Morning Call For Nov. 14, 2014
Article By:
Jim Van Meerten
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Friday, November 14, 2014 8:23 AM EDT
December E-mini S&Ps (ESZ14 +0.02%) this morning are up +0.01% on increased M&A activity with Baker Hughes up over 5% in pre-market trading after it confirmed that it was in talks with Halliburton for a potential "business combination."
Gold Sector Review
Article By:
Gary Tanashian
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Thursday, November 13, 2014 2:13 PM EDT
Gold is not about inflation and in this cycle it, as a squarely risk ‘OFF’ asset, is about the opposite, the deflationary unwinding of the inflated excesses which now are no longer clustered in commodities and global markets.
Yield Curve Today
Article By:
Gary Tanashian
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Thursday, November 13, 2014 12:20 PM EDT
The 10, 5 and 2 year spreads are aligned with the curve rising and nominal yields declining today.
In this article: TNX
Morning Call For Nov. 13, 2014
Article By:
Jim Van Meerten
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Thursday, November 13, 2014 8:39 AM EDT
The ECB Survey of Professional Forecasters cut their Eurozone 2014 GDP estimate to +0.8% from +1.0% in Aug and lowered their 2014 inflation forecast to +0.5% from +0.7% in Aug.
Global Stocks Rise, US Futures At Fresh Record On Latest Reduction Of Growth Forecasts
Article By:
Tyler Durden
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Thursday, November 13, 2014 7:25 AM EDT
Those looking for bad economic news got another boost out of China which reported an across the board miss last night when it announced that October's Fixed Assets Investments and Retail Sales both missed...