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[Bloomberg] Treasuries, Stocks Slump on China as Dollar Falls: Markets Wrap [Bloomberg] Treasuries Slide as China Said to View Them as `Less Attractive’ [Reuters] Bond yields hit multi-month highs on report China may slow U.S. bond purchases [Reuters] Oil prices hit fresh highs, but worries grow of overheated market [Bloomberg] China Weighs Slowing or Halting […]
[Bloomberg] U.S. Stocks at Records as Dollar Gains, Bonds Fall: Markets Wrap [Bloomberg] Wall Street’s Rising Euphoria May Spell Trouble for Stock Market [Politico] Republicans: Budget deal prospects are dimming [Bloomberg] Yen’s Spike Shows Taste of What Comes When BOJ Really Does Shift [Reuters] Japan’s central bank trims bond purchases, prompting taper talk [Bloomberg] China […]
[Bloomberg] U.S. Stocks Mixed as Dollar Gains With Crude Oil: Markets Wrap [Bloomberg] Equity Euphoria Grips the Entire World [Bloomberg] Fed Eyes Financial Conditions as Possible Source of Inflation [Politico] White House preparing for trade crackdown [Bloomberg] Fed’s Monetary Policy Cornerstone Attacked at Economists’ Gathering [Bloomberg] Wall Street’s Hot New Money Machine Starts With a […]
[Reuters] ECB should fix date to end bond purchases: Weidmann [Reuters] Fed officials are already plotting how to combat the next downturn [Bloomberg] White House Doesn’t See Need for Faster Fed Hikes [CNBC] By all measures, a construction boom is shaping up for 2018 [Bloomberg] Merkel Begins Make-or-Break Government Talks With Stability Plea [Reuters] China […]
[Reuters] China tightens rules on commercial lender shareholders, entrusted loans [Reuters] Businesses cautious in installing patches to fix chip flaw [FT] Bull or bear? The big issues fund managers face in 2018
Financial conditions are much too loose. They remain too loose at home; they remain too loose abroad. January 3 – ETF.com (Heather Bell): “…ETF flows really blew away previous records. Flows into exchange-traded funds were going full blast throughout the year and finished on a particularly strong note. A whopping $51 billion in new money […]
[Bloomberg] Bond Pare Gains, Stocks Higher After Jobs Report: Markets Wrap [Bloomberg] U.S. Added Fewer Jobs Than Expected in December [Bloomberg] U.S. Trade Deficit Balloons to Widest in Almost Six Years [Bloomberg] Global Debt Hits Record $233 Trillion [Bloomberg] Weak Dollar Puzzle May Be Solved in Global Credit Merry-Go-Round [Bloomberg] Canada’s Unemployment Rate Declines to […]
Gold finishes 2017 up 13% on the year and starts 2018 with 8 consecutive up days. Silver finishes 2017 up 6% and Palladium up 55%. We look at 2018 and the road ahead for the precious metals. Fundamentals are pointing to the US Dollar Index continue to slide lower and lower. The tax cut and […]
