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Is The Market Still Looking For A Rate Hike This Year?

Chicago Fed President Charles Evans recommends waiting until 2016 to start raising interest rates. The tipping point, he advised in a speech yesterday, …

Abe–Obama Summit Inching Towards Reconciliation

Prime Minister Shinzo Abe’s US visit was, overall, a success. His meeting with President Obama and his Congressional speech created the impression of …

Experts Are Warning That The 76 Trillion Dollar Global Bond Bubble Is About To Explode

Warren Buffett believes “that bonds are very overvalued“, and a recent survey of fund managers found that 80 percent of them are convinced …

Getting to Full Employment in the United States

By Ravi Balakrishnan and Juan Solé Last month’s report on U.S.

Bulls Hold the Line as Market Coils in Anticipation of a Bigger Move

After posting record highs the previous week, stocks closed last week slightly down overall. But the major indexes held their psychological levels, including …

1Q GDP Data Not All Bad

Last Wednesday the U.S.

U.S. Equity And Economic Review For The Week: Weak GDP Edition

The market has been trading at fairly expensive levels since the first of the year. With a current PE of nearly 21, it …

Weekly Indicators: The ‘Two-Track Economy’ Edition

By New Deal Democrat In the rear view mirror, as expected first-quarter GDP stunk, although it remained just barely positive. Some good news …

Great Graphic: Euro and German Bund–One Trade?

Over the past several months, the German bund has rallied and the euro has fallen.  This Great Graphic from Bloomberg illustrates the co-movement.

5 Things To Ponder: GDP – Love It Or List It

My wife is a huge reality television show junkie, and despite male macho commentary to the contrary, every “happily” married man knows that …

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