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Why The Next Recession Is Coming Sooner Than You Think
Thursday, September 24, 2015 - 1:30pm | 1041Read More...Societe Generale’s Albert Edwards believes that the United States could soon set negative interest rates for the first time. Edwards argued that the United States is currently in a worse economic position than Japan was prior to its lost decade. He presented data that China’s slumping...
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Yellen: Fed Doesn't React To Markets, Forgets Her Own Social Media Valuations Warning
Thursday, September 17, 2015 - 3:24pm | 235Read More...In Thursday's afternoon press conference, Fed Chair Janet Yellen said "we don't want to respond to markets" when asked about her views of U.S. equity markets. Maybe they don't want to "respond" to markets, but as pointed out over the weekend, the Central Banks...
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FOMC Meeting: UBS Outlines Four Possible Outcomes
Thursday, September 17, 2015 - 9:33am | 393Read More...This week, the SPDR S&P 500 ETF Trust (NYSE: SPY) has added 1.75 percent in advance of the Fed's Thursday decision. UBS strategist Themos Fiotakis forecasted that "a decision to raise rates would be a surprise," but that the tightening path ahead is more important than the...
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Kinahan: For First Time In Years, Rate Hike Is Truly A Toss-Up
Monday, September 14, 2015 - 1:09pm | 1325Read More...Fed. Fed. Fed. Fed. Did you hear? The Federal Reserve has a meeting this week. And wouldn’t you know it, plenty of stock uncertainty is in the mix. Already, choppy global stock trade colors the week that puts the U.S. Fed—and its hand-wringing interest rate decision—smack in the...
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Morgan Stanley Believes There's A 90% Chance The Fed Will Avoid September Liftoff
Saturday, September 12, 2015 - 1:26pm | 360Read More...• Morgan Stanley believes there is a 90 percent chance that the Fed will choose not to raise interest rates in September. • The firm sees a pair of indicators that upcoming U.S. economic data could fall short of consensus expectations. • The firm believes the most likely outcome...
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'Taylor Rule' Shows Fed Policy Is The Furthest It's Ever Been From Normal
Friday, September 11, 2015 - 11:37am | 437Read More...• U.S. monetary policy is currently much looser than it should be based on the Taylor Rule. • There are several key abnormalities in the current economic cycle. • Deutsche Bank’s chief economist believes that the U.S. economy is strong enough to digest a 0.25 percent ...
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4 REITs Miller Tabak Is No Longer Selling
Wednesday, September 9, 2015 - 1:35pm | 423Read More...Back in June, Miller Tabak + Co., LLC predicted that REITs would see valuation multiple contraction as the market anticipated the first Federal Reserve rate hike. Now, three months later, analyst Thomas Mitchell believes that the multiple contraction is now complete and that REITs are once again...
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There's A 47% Chance Of A Recession, But It's Not Worrying These Analysts
Friday, August 28, 2015 - 1:37pm | 436Read More...In a new report, Bank of America analyst Ethan Harris discussed the recent market action in response to China and looked at the probability that the S&P 500’s decline is indicative of a recession on the horizon in the United States. Despite a relatively high score on the firm’s...
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The One FOMC Wild Card Probably Flying Under Your Radar
Wednesday, August 26, 2015 - 2:11pm | 356Read More...Only a few weeks ago, a growing majority seemed to think that a September rate hike by the FOMC was inevitability. My, how things have changed. In a new note out this week, Citi Research analyst William Lee took a look at how the past week of market instability has affected the potential for a...
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A Closer View Of Fed Rate Hike Speculation Through Bond And Dollar Investor Sentiment On Twitter
Friday, August 21, 2015 - 12:57pm | 1063Read More...As the dog days of summer are nearing an end, intense focus on whether Janet Yellen and the Federal Reserve's Federal Open Market Committee (FOMC) will raise interest rates anytime soon has reached a fever pitch. If there is any other area of the U.S. economy subject to more speculation right...
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How The FOMC Is Impacting The Forex Market
Thursday, August 20, 2015 - 10:08am | 933Read More...The minutes of the top-secret Fed meeting were released 10 minutes early on Wednesday due to some sort of leak. No, it didn't have to do with the Ashley Madison leakage, however it succeeded in creating a somewhat similar chaos among forex couples, especially the ones paired up with Ms. USA...
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Poland's Central Bank Is Talking About Raising Interest Rates, Too
Thursday, August 20, 2015 - 9:43am | 511Read More...The U.S. FOMC minutes had the market's attention on Wednesday after talk of "approaching" rate hike conditions boosted gold and Treasuries. The key points of the minutes were: The system is taking steps to prepare for the "normalization" of monetary policy. Most Fed...
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How Have Bank Stocks Traded During The Last Three Fed Tightening Cycles?
Tuesday, August 18, 2015 - 9:33am | 503Read More...A growing number of traders and analysts have begun to anticipate that the first FOMC rate hike of a new tightening cycle could happen as soon as next month. Conventional wisdom says that rising interest rates are good for banks’ net interest margins, but do rising interest rates produce...
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5 Must Knows About The FOMC Statement
Thursday, July 30, 2015 - 9:39am | 778Read More...Now that the dust has settled and the much awaited Federal Open Market Committee (FOMC) statement has secured its spot in the federal reserve's press release section, lets dig in and see how it affected the market, and more importantly,what we could expect to happen to Ms. USA on the forex dance...
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Was The Fed Projection Release Really Accidental?
Friday, July 24, 2015 - 4:16pm | 351Read More...The Federal Reserve Board said in a statement on Friday that notes prepared as a background for last month's FOMC meeting were accidentally published on its website on June 29. Since the information was made public, the Fed decided not to take down the notes and instead make them more easily...















