TalkMarkets Blog Posts - Page 1


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The Q3 2019 Earnings Season Gets Underway
Article By: Sheraz Mian
Saturday, September 21, 2019 3:09 PM EDT
The Q3 reporting season will really get underway when the big banks report results in mid-October, but the earnings season has actually started already with results from 5 S&P 500 members out.
In this article: CAG, JPM, NKE, AAPL, MU
Oil Drove Recovery
Article By: John Petersen
Friday, September 20, 2019 9:36 AM EDT
Over the last decade, the oil industry converted $1.2 trillion of import spending into GDP while saving US energy consumers another $2.4 trillion.
In this article: OIL, USO
Back-To-Back: Fed Cuts Rates Again Amid Murky Outlook
Article By: Russell Investments
Wednesday, September 18, 2019 8:31 PM EDT
The U.S. Federal Reserve followed through on its July rate cut with another 25 bp reduction in its policy rate today, a move widely anticipated across the gamut of economists and investors but recently in doubt.
Nasty Number Four: Repo Chaos, TAF Makes A Comeback, And EFF Shows Us How Inept Officials Really Are
Article By: Jeffrey P. Snider
Tuesday, September 17, 2019 1:48 PM EDT
US money markets are in a state of visible disarray. When repo is front-page news that can’t be good.
Yield Curve: Are We Okay Now?
Article By: Brad Zigler
Monday, September 16, 2019 11:24 AM EDT
The two-way trade resumes.
In this article: TBT, TLT Also: TYX
A Monday Dirty Dozen
Article By: Macro-Ops
Monday, September 16, 2019 9:07 AM EDT
A look at technical and sentiment indicators showing short-term overbought levels in US equities, incredibly low hedge fund exposure to stocks, the ‘pain points’ for CTAs in bonds, really cheap European banks and more.
In this article: IWM, IYT, SMH, SPY, IEF, SPX, DB
Looking Ahead To The Q3 2019 Earnings Season
Article By: Sheraz Mian
Saturday, September 14, 2019 5:57 PM EDT
While most don't start talking about Q3 earnings season until the big banks report next month, to us, it got underway when ORCL released its August quarter results on Sept. 11.
In this article: DRI, FDX, GIS, ADBE, ORCL, JPM, AAPL
The Obligatory Europe QE Review
Article By: Jeffrey P. Snider
Friday, September 13, 2019 2:01 AM EDT
QE is the most powerful thing a central bank has ever invented. And someday it just might work. Some day.
In this article: FXE
"We’re Just A Technology Company That Happens To Have A Banking License"
Article By: Chris Skinner
Thursday, September 12, 2019 11:46 PM EDT
Many banks say it these days, and they say it to be cool. To be like a young, FinTech unicorn. And I don't like it.
The Low Volatility Dilemma
Article By: Roger Nusbaum
Thursday, September 12, 2019 5:15 AM EDT
Where the strategy trumps the factor.
In this article: NEM, USMV, SPLV
Is The Negativity Overdone?
Article By: Jeffrey P. Snider
Tuesday, September 10, 2019 4:29 AM EDT
Give stimulus a chance, that’s the theme being set up for this week.
Is Fed Policy "Premised Importantly" On Market Monetarism?
Article By: Scott Sumner
Tuesday, September 10, 2019 3:51 AM EDT
It would be more accurate to say the Fed increasingly recognizes that market forecasts are superior to its failed Phillips Curve models.
A Monday Dozen - Monday, September 9
Article By: Macro-Ops
Monday, September 9, 2019 7:16 AM EDT
The S&P is within spitting distance of all-time highs but investors aren’t buying it. AAII Bull-Bear sentiment remains in the gutter.
In this article: IEF, SPX
Is Inflation A Global Phenomenon?
Article By: Angry Bear
Friday, September 6, 2019 7:37 AM EDT
The persistence of inflation at relatively low rates despite years of monetary stimulus has led to wide-ranging investigations into its determinants.
2019 Theme Of “Slowing But Growing” Continues
Article By: Kevin Mahn
Thursday, September 5, 2019 1:16 AM EDT
Volatility returned to the markets during the usually calm summer month of August.
In this article: IEF
Everyone Funds Their Spending
Article By: Cullen Roche
Tuesday, September 3, 2019 9:16 PM EDT
One of the most confused (and confusing) elements of endogenous money is the idea of “funding”.
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