MorningWord 9/17/12: Central Bank’s monetary policy/intervention in the U.S. and Europe of late, have tamed the “Bear” for the time being in their respective equity and credit markets, while Chinese equities continue what appears to …
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MorningWord 9/14/12: Your resident geniuses at RR.com don’t have a ton to add on the merits of additional QE at this stage of the game. We do believe that Fed Chairman Bernanke has the best …
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Bernanke and Co. put the icing on the cake of the ongoing central bank party of the last few months. Unlimited QE until the unemployment rate is likely under 7% seems to be the new …
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We don’t have much to add on the FOMC’s action today, we don’t think we can add much value on the argument whether we are in QE 3 or 4, or what the benefits or unintended consequences …
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MorningWord 9/13/12: Last night on Fast Money we spent the first 13 minutes discussing the merits of of AAPL’s new iPhone release and what it means for the company and the stock, I was hoping …
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MorningWord 9/12/12: It’s all becoming very clear now, the fix is in. The price action in global equities, both developed and emerging has been one way since the ECB has articulated it’s plan to save the Eurozone …
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The market basically treaded water again yesterday, on low volume and a tight intraday range. Overnight action was not much different, as Asia closed mixed and Europe is currently flat. SPX futures are indicated up …
Continue readingTLT made a new all-time high intraday today. The upward march of Treasury bonds over the last year has been a sight to behold. As I have said before, I view the FX and Treasury …
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WSJ The stakes are increasing for this week’s EU Summit, the latest in a series of meetings European leaders having been holding to solve the crisis. Even Italy’s prime minister, Mario Monti, has joined a …
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Dan, CC, and I still think QE3 is no guarantee this year. We mentioned in QuickHits during Bernanke’s conference call why we thought that was the case, but I want to recap those thoughts here. …
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