EDITOR'S CHOICE
The Q3 2019 Earnings Season Gets Underway
Article By:
Sheraz Mian
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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.
Oil Drove Recovery
Article By:
John Petersen
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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.
Back-To-Back: Fed Cuts Rates Again Amid Murky Outlook
Article By:
Russell Investments
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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
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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?
A Monday Dirty Dozen
Looking Ahead To The Q3 2019 Earnings Season
Article By:
Sheraz Mian
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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.
The Obligatory Europe QE Review
Article By:
Jeffrey P. Snider
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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
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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
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Thursday, September 12, 2019 5:15 AM EDT
Where the strategy trumps the factor.
Is The Negativity Overdone?
Article By:
Jeffrey P. Snider
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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
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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.
Is Inflation A Global Phenomenon?
Article By:
Angry Bear
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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
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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
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Tuesday, September 3, 2019 9:16 PM EDT
One of the most confused (and confusing) elements of endogenous money is the idea of “funding”.