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Archives by Year:
Fed Hikes With One Dissent: Fed Behind The Curve?
As expected, the Fed hiked interest rates 25 basis points to a range of 3/4 to 1 percent. Minneapolis Fed president Neel Kashkari dissented. Kashkari voted to hold rates steady. Here are snips from the FOMC March 15 Statement. In view of realized and expected labor market conditions and inflation, the Committee decided to raise the […]
6 Solid Reasons To Buy Financial ETFs Now
Financial sector has been on a stellar ride this year having gained 5.6% thanks to the dual tailwinds of the Fed’s rate policy and Trump presidency. Improving economic fundamentals and industry trends added to the strength though some analysts are concerned about higher valuations. Below we discuss some strong reasons for investing in financial ETFs […]
Fed Watch: Spring Forward
Much like our clocks this past weekend, the Federal Reserve (Fed) decided to “spring forward” with its monetary policy decisions. In what had become only recently a highly telegraphed move, the voting members implemented another 25 basis points (bps) increase in the target range for the Federal Funds Rate at their March policy convocation. However, prior to this action, the markets had been […]
E Best And Worst Mid Cap Stocks – Wednesday, March 15
The best mid cap sector is industrial goods. The top mid cap industry is semi ICs. The average score for mid cap stocks in our universe is 66.77 and the average score over the past four weeks is 69.09. The average mid cap stock in our coverage is trading -14.55% below its 52 week high, […]
Stocks, Bonds, & Bullion Surge As Fed Hike Sparks Dollar Dump
The lack of uber-hawkishness in the dot-plot appears to have been enough for dollar-buyers to desert the trade in the short-term. The reaction to The Fed’s 3rd hike in 11 years is buying bonds, buying stocks, and buying bullion… For now banks are losing and gold is winning…
Fed Announcement Of A Quarter Point Rate Hike
Fed Announcement by Janet Yellen Hikes Interest Rates Again Below is the Fed announcement and the FOMC Statement regarding the 0.25% interest rate hike: Information received since the Federal Open Market Committee met in February indicates that the labor market has continued to strengthen and that economic activity has continued to expand at a […]
Treasury Bond Shorts Crushed As Yields Plunge
Remember what we said earlier? To wit, from “A Fed Hike Will Send Treasury Yields Higher Right? Not So Fast” posted just hours ago: Well, “we told you so”… TREASURIES SURGE AS FED MAINTAINS HIKE FORECASTS FOR 2017, 2018 Treasuries advanced to session highs after FOMC median dot projections were left unchanged for 2017 and 2018 […]
World Out Of Whack: What’s Next For Global Real Estate?
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity. While we enjoy a good […]
Wells Says Sell Express Scripts As Anthem, HTA Headline Several Risks
The shares of pharmacy benefit manager Express Scripts (ESRX) are falling after Wells Fargo downgraded the shares to Underperform, its equivalent of a sell rating, from Market Perform. The company has numerous potential negative catalysts, the firm warned. ANTHEM DEAL AT RISK: After Anthem’s (ANTM) merger with Cigna (CI) was blocked by a federal judge […]
Danish Bavarian Nordic Announces Annual Report
The 2016 report from Danish Bavarian Nordic (BAVA of Copenhagen or BVNRY here) finally landed today and after cutting through the chaff here is its gist. Sales fell to DKK 1.0067 bn from 1.0206 in 2015. Before tax income (BTI) came to DKK 33 mn up from 1.6 mn in 2015 (but below the level of 2013.) […]
