Thoughts On Negative Interest Rates
A few years ago, most economic models presumed that interest rates were subject to a lower bound of zero. Why lend a dollar to someone who only promises to pay you back 99 cents, when you could just hold on to the dollar yourself? But we now have several years of experience from Sweden, Denmark, […]
Markets At Record Highs: 5 Bank Stocks To Bet On
It has only been a handful of days into 2018 and the markets are already touching record highs. It looks like the rally will continue for some time. The Dow Jones Industrial index crossed the 25,000 level for the first time yesterday, while other two major indexes — the S&P 500 and Nasdaq also closed […]
S&P 500 Snapshot: 2018 Takes Off
The S&P 500 began 2018 hot out of the gate with a weekly gain of 2.6% and another record high. The index was up 0.7% from Thursday and is up 1.76% YTD. Here’s a quick look at the last month. The U.S. Treasury puts the closing yield on the 10-year note at 2.47%. Here is […]
Emerging-Market Debt In 2018: The View From Here
Written by Shamaila Khan, Alliance Bernstein Emerging-market bonds delivered strong returns last year, and we think the sector has more potential in 2018. But global economic and geopolitical risks abound, making it more important than ever for investors to be selective. Emerging-market debt (EMD) got off to a rocky start in 2017 for fear that rising US […]
Rampant Australian Dollar Needs A Reflective Time Out
Fundamental Australian Dollar Forecast: Neutral The Australian Dollar has had an astonishing run But interest-rate differentials and, arguably, economic performance still favor its US rival This could be the week when a little rethink sets in The Australian Dollar has rallied especially strongly against its generally beleaguered US counterpart in the past three weeks and […]
Recapping The Markets For The First Week Of January And The Job Numbers
Chris Temple is with us today to address the weaker job numbers. The other aspect of the data was higher hourly earnings which is more important. We also discuss the US equity rally that could be a carryover of the Santa Claus rally. Maybe we will see a natural correction in the markets around the […]
What’s Fueling The Rise Of The Altcoins?
Bitcoin grabbed the vast majority of cryptocurrency headlines in 2017. And when bitcoin, the original cryptocurrency, passed the $10,000 mark last year, something seemed to change in the minds of mainstream investors. Suddenly, bitcoin had arrived and deserved attention. CNBC began frequently covering crypto markets. The Wall Street Journal offered surprisingly positive coverage. John McAfee made an […]
Commodities: The Weekly Wrap
Audio Length: 00:12:30 Precious metals are off to a great start here in 2018: gold has been up for fourteen of the past fifteen days and silver had a strong 2017 as well. What’s the secret? Eric believes it’s dollar-related. “The U.S. dollar has been very, very weak. The economy is not really showing great […]
Investing Is Not A Zero-Sum Game
Ask the majority of people about investing and they will probably tell you that when the stock market rises, everyone wins and when it drops, everyone loses. But this isn’t the case. Investing in the stock market is not a zero-sum game. You have investors making money and losing money every single day, regardless of […]
