Michael Lebowitz | TalkMarkets | Page 21

Michael Lebowitz

Founding Partner - 720 Global and Partner at Real Investment Advice
Contributor's Links: 720 Global
As a strategic investment consultant, 720 Global focuses on enabling our clients, professional investment managers, to raise their quality of service and increase profitability. Our services provide you with expertise in capital markets, macroeconomic research and analysis, asset allocation, ...more
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321 to 336 of 444 Posts
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Everyone Hears The Fed But Few Listen
Friday, July 27, 2018 7:51 AM EDT
When the market and the Fed have a sharp difference of opinion as is currently the case, the possibility of significant market volatility increases. The Fed is leaving us few doubts that they would like to keep raising rates at a measured pace.
In this article: SPX
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It’s Not To Early To Be Late
Thursday, July 26, 2018 9:05 AM EDT
Since 2009, the S&P 500 has risen 412%. Like the 1920’s and 1990’s, much of the increase is based on massive valuation expansion and not fundamental strength in the economy or earnings.
In this article: SPX
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Booming Profits
Wednesday, July 25, 2018 9:38 AM EDT
Currently, as second-quarter earnings are being released, the S&P 500 is expected to post a second consecutive quarter of earnings growth in excess of 20%.
In this article: SPX
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The Mendoza Line: Is The Fed’s New “Yield Curve” Professional Grade?
Wednesday, July 11, 2018 8:52 PM EDT
The yield curve serves as an indicator of future recessions. Since at least 1975, an inverted yield curve, which occurs when the 2yr U.S. Treasury note has a higher yield than the 10yr U.S. Treasury Note, has preceded recessions.
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The Uncivil Civil War: Economic And Market Implications Of Political Transformation
Tuesday, July 10, 2018 1:19 AM EDT
Currently, the market seems indifferent to the recent wave of political upheaval. The relative stability in the economy and strong performance of stocks over the last few years is likely mesmerizing many investors.
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Monthly Fixed Income Report – June 2018
Saturday, July 7, 2018 10:29 AM EDT
Over the last 30 years, IG and U.S. Treasuries have provided investors a reasonable hedge in times when equity markets declined.
In this article: AGG, HYG, BND
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Weak Dollar Policy And Commodities
Wednesday, June 27, 2018 9:25 AM EDT
Trump’s campaign promised fair trade and a resurgence in U.S. manufacturing. While there are many ways he may accomplish this task, the most expeditious would be a weak dollar policy.
In this article: UUP Also: GLD, SLV
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Monthly Fixed Income Report – May 2018
Wednesday, June 13, 2018 10:37 AM EDT
Despite a challenging start to the year and recent turmoil in some European bond markets, U.S. fixed income markets perked up in May with five of the seven primary fixed income sectors posting positive monthly returns.
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Our Two Cents On The Dollar
Wednesday, June 6, 2018 10:40 AM EDT
Despite the recent uptick, the dollar has been steadily declining since the presidential inauguration, and the positive and negative implications of the trend are becoming more evident to politicians, economists and investors.
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The Headwind Facing Housing
Wednesday, May 30, 2018 9:34 AM EDT
If interest rates do indeed continue to rise, there is a lot more risk embedded in the housing market than currently seems apparent as these and other dynamics converge.
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What Do CO2 And MLB Have To Do With German Bunds?
Wednesday, May 16, 2018 8:51 AM EDT
The level of Carbon Dioxide (CO2) spewing from the Mauna Loa volcano in Hawaii influences the yield of German ten year Bunds.
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Stoking The Embers Of Inflation
Thursday, May 10, 2018 9:32 AM EDT
Monetary Velocity, an oft-misunderstood metric that quantifies the pace at which money is spent, has recently shown signs of rising after trending lower for the better part of the last decade.
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Viewing Employment Without Rose-Colored Glasses
Wednesday, May 2, 2018 9:49 AM EDT
Low initial jobless claims coupled with the historically low unemployment rate are leading many economists to warn of tight labor markets and impending wage inflation.
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Nowhere To Hide
Wednesday, April 25, 2018 9:27 AM EDT
Correlation is a statistical measure that quantifies the relationship between two financial assets or securities.
In this article: SPY, VIX
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Is Hypervolatility Signaling A Bottom?
Monday, April 23, 2018 1:50 PM EDT
When volatility is signaling heightened concerns and possibly warning that the long-term trend might be changing, caution and attention are warranted.
In this article: VIX
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Triffin Warned Us
Wednesday, April 18, 2018 9:20 AM EDT
Trade negotiations and threatening global tariff volleys are contributing to significant volatility in the financial markets.
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321 to 336 of 444 Posts
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