Fed’s Kaplan Admits Stock Valuations Are Elevated, But He’s Not Worried For...
There were two explicit warnings about stock market valuations in the latest Fed Minutes: first, the Fed warned that “vulnerabilities associated with asset valuation pressures had edged up from notable...
View Article“It Is A Battle Between Data And Theory”– Fed PhDs Second-Guess Inflation...
Federal Reserve officials are finally waking up to the fact that there’s something wrong with their inflation models. It only took them five years. As Bloomberg points out, the minutes from the Fed’s...
View ArticleKey Events In The Coming Week: All Eyes On The (Jackson) Hole
Absent any major geopolitical shocks, it is set to be a quiet summer week ahead with focus on the Jackson Hole conference. On the data front the key releases will be US durable goods and Eurozone PMIs,...
View ArticleJackson Hole Preview: Market Reactions, And Why UBS Says “Don’t Skip Lunch”
Historically the annual Jackson Hole symposium has been a major market-moving event as it has traditionally been the venue where central banks make critical announcements such as Bernanke’s preview and...
View ArticleGold Spikes After Fed’s Kaplan Says “Market Correction Could Be Healthy”
Gold is spiking, USDJPY dropping, and stocks leaking lower after Dallas Fed’s Kaplan dropped some serious tapebombs ahead of Yellen’s speech… Speakingon Bloomberg TV, Kaplan headlines wwre as follows…...
View ArticleAre You Prepared For These Potentially Disruptive Economic Storms?
Authored by Frank Holmes via StockBoardAsset.com, Summary Are government inflation numbers more “fake news”? A falling dollar is good for U.S. trade. Are you ready for a big fight? Here in San Antonio,...
View ArticleFed’s Kaplan Makes A Stark Admission: Equilibrium Rate May Be As Low As 0.25%
As we have hammered away at for years, “the math doesn’t work”, and it appears The Fed just admitted it. In a stunning admission that i) US economic potential is lower than consensus assumes and ii)...
View ArticleS&P Futures Flat, Spain Rebounds, Nikkei Closes At 21 Year High
S&P500 futures point to a slightly lower open, as Asian stocks rise to trade near decade highs, with Japan’s Nikkei 225 closing at highest since 1996. European stocks are little changed, with...
View ArticleUS Futures Rebound After Disappointing Chinese, European Data
Yesterday’s sharp Chinese selloff is now a distant memory after the BTFDers emerged, and this morning U.S. equity futures are once again levitating as the FOMC begins its two-day policy meeting,...
View ArticleAsian Stocks Slide On iPhone X Demand Fears; US Futures Flat In Thin Holiday...
For the second day in a row, most Asian markets – at least the ones that are open – were dragged lower by tech stocks and Apple suppliers, with the MSCI Asia Pacific Index down 0.2% led by Samsung...
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