Search Results for: performance

Market Action

January 29, 2014

Craig Torres and Aki Ito provide some interesting charts illustrating the Fed’s insouciance regarding the prospects of oil-fuelled deflation: There’s core inflation: Click for Big There’s consumer expectations of inflation: Click for Big … and …

Read More

Market Action

January 28, 2015

The FOMC release was ‘steady as she goes’: Information received since the Federal Open Market Committee met in December suggests that economic activity has been expanding at a solid pace. Labor market conditions have improved …

Read More

Market Action

January 27, 2015

It was a poor day for US equities: The Standard & Poor’s 500 Index lost 1.3 percent by 4 p.m. in New York, while the Dow Jones Industrial Average slid the most since Jan. 5. …

Read More

Market Action

January 26, 2015

These are deflationary times in Europe: Professional forecasters surveyed by the ECB before the QE announcement saw price growth of 0.3 percent this year and 1.1 percent in 2016. The bond-buying program is seen adding …

Read More

Market Action

January 23, 2015

I continue to be fascinated by negative yields: Want proof we’re still living in abnormal times? The bond market is telling us that many advanced economies won’t see much in the way of nominal growth …

Read More

Market Action

January 22, 2015

So the banks are taking advantage of the anti-competitive Bank Act ownership provisions to increase their mortgage margins as well as their margins on Prime: But now, all in mortgage-land are waiting and wondering if …

Read More

Market Action

January 21, 2015

The big news today was the Bank of Canada rate cut: The Bank of Canada today announced that it is lowering its target for the overnight rate by one-quarter of one percentage point to 3/4 …

Read More

Market Action

January 20, 2015

The loonie got hammered today: Canada’s dollar weakened to the lowest in more than five years on speculation the central bank may signal it’s more likely to lower interest rates than raise them when it …

Read More

Market Action

January 19, 2015

Those who live by the sword… Marko Dimitrijevic, the hedge fund manager who survived at least five emerging market debt crises, is closing his largest hedge fund after losing virtually all its money this week …

Read More