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Market Uncertainty Is Making It Very Difficult For Borrowers To Raise Cash
(Reuters) - Prospective borrowers ranging from U.S. companies to county governments on Monday shelved a raft of deals to raise new capital or refinance debt as a suddenly uncertain interest rate...
View ArticleThe Case for Rotating into (Select) Cyclical Sectors
As it turned out, the most recent Great (Sector) Rotation was short lived and perhaps not so great after all.But although defensive sectors are back to outperforming cyclical sectors amid June market...
View ArticleEnergy Products: Return on Investment is Already Too Low
My major point when I gave my talk at the Fifth Biophysical Economics Conference at the University of Vermont was that our economy’s overall energy return on investment is already too low to maintain...
View ArticleGreat Graphic: The Information Highway and the Great Divide
This Great Graphic comes from Visual.ly. It is a map of the world based on IP addresses. The divide is quite familiar and, of course, is partly a function of the pre-internet divide. Map of the World...
View ArticleTuesday’s ETF Chart To Watch: XHB Testing Support Ahead Of New Home Sales Data
Stocks kicked off the week on a pessimistic note as bearish pressures stuck around from last week’s sell-off surrounding Fed stimulus fears. Bargain shoppers largely held off from jumping in given the...
View ArticleJPMorgan Has A Good Explanation For What The Chinese Liquidity Squeeze Is All...
Someone sent us a quote from JPMorgan that finally explains the origins of the tight interbank liquidity conditions in China. It's roughly what analysts have been suggesting. JPMorgan: - ... there is...
View ArticleCalmer Markets, but Precariously So
A number of factors have helped stabilize the capital markets today. A partial recovery of US equities helped, though it took a nearly full recovery of the Shanghai Composite from an initial 5.5%+...
View ArticleHead-To-Head: Real Estate Industry ETFs
After suffering tremendous losses during the 2008 housing bubble, real estate investments have managed to claw their way back and are showing promising signs once again. As investors’ fears over...
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It's Astonishing How Good The TIPS Market Is At Predicting Gold Prices
The 10-year Treasury bond yield is up 91bps from this year’s low of 1.66% on May 2 to 2.57% yesterday, the highest since August 8, 2011. The selloff in the bond market was initially triggered by...
View ArticleGreat Graphic: CaseShiller House Price Index and Change
S&P/CaseShiller reported house prices rose more than expected in April. The 12.1% year-over-year increase is the latest rise in seven years. The first Great Graphic, from Bloomberg, shows this....
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EL-ERIAN: The Next Few Days Will Be Critical For The Global Financial Markets
Remember the caution from two weeks ago about disorderly liquidity conditions and how these can feed onto themselves? Well, they unfortunately became reality.Triple digit moves in the Dow for every...
View ArticleDurable Goods Beat Expectations
Stocks kicked off today’s session with a rally thanks to encouraging economic data coming in from around the world. China’s stocks bounced last night after a rough 24 hours of trading, and gains by...
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My Song Got Played On Pandora 1 Million Times and All I Got Was $16.89, Less...
Note: David Lowery is the lead singer and songwriter for the seminal rock bands Camper Van Beethoven and Cracker. This post originally appeared on his blog The Trichordist. We have reproduced it here...
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The US Military's Retirement Fund Is Getting Torpedoed By A Bad Bet On Inflation
The TIPS market has told an interesting story the past month. The implied inflation rate has collapsed. As of this morning, the market is pricing inflation at 1.94%%. A few month ago it was 2.5%.The...
View ArticleEurope: Your Rope
European finance ministers will meet tomorrow ahead of the Summit that begins Thursday afternoon in order to see if more progress can be made on the banking union. Talks broke down at the end of last...
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The Junk Bonds Investors Once Loved Are Getting Crushed
June has been a brutal month for bonds but particularly in the high-yield space, where issuance has cooled after a record run.Junk bond volume has slowed to $7.1 billion this month, the slowest pace...
View ArticleDaily ETF Roundup: Equities Recover, IYR And XHB Rally On Upbeat Housing Data
A slew of better-than-expected economic reports helped U.S. equities erase most of the previous session’s losses during today’s session. The S&P Case-Shiller 20-City home price index was reported...
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EL-ERIAN: Is The Fed Giving Us Too Much Guidance?
There's a reason markets are pricing in worst-case scenarios, and it has to do with the Federal Reserve's messaging as well as monetary policy, PIMCO CEO Mohamed El-Erian said Tuesday."The longer they...
View ArticleGreat Graphic: The Growth of China's Shadow Banking
This Great Graphic was posted on the Financial Times' new news delivery service called fastFT. It in turn picked it up from BofA Merrill Lynch, who drew on data from the China's central bank. The...
View ArticleSmall Cap Value Report (26 Jun) - WGB, ALLG, KENZ, RGD, KBC, CRW, HAYT
Good morning. It's a fairly quiet day today for news announcements, which is good as it gives me more time to prepare for my Webinar on using the StockReports here on Stockopedia. The Webinar will...
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