Description: A gauge of U.S. factories fell in April to the weakest level since late 2016, signaling that manufacturing headwinds extended into the second quarter as companies continue to confront uncertainty about trade. Source: Bloomberg.com Date: May 01, 2019 Link: https://www.bloomberg.com/news/articles/2019-05-01/u-s-factory-gauge-falls-to-two-year-low-as-orders-output-cool?srnd=markets-vp Questions for discussion: What does the report suggest about the economy and future interest… Read more »
Posts Tagged: Bonds
Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html Questions for discussion: What does Alan Greenspan say about the economy that should concern investors? Do you… Read more »
Description: Mohamed El-Erian, chief economic adviser of Allianz, said the Federal Reserve made a “massive U-turn” to become more dovish in recent months. Other global central banks have followed suit. For that reason, El-Erian thinks that the current bull market could go on for another one or two more years. Source: CNNMoney.com – video report Date:… Read more »
Description: The U.S. economy, at its own peril, has been driven by cheap credit Source: MarketWatch.com Date: Mar 20, 2019 Link: https://www.marketwatch.com/story/when-the-us-falls-into-a-recession-a-credit-bubble-will-explode-2019-03-20?mod=mw_theo_homepage Questions for discussion: What is the meaning of the term “credit cycle”? Do interest rates determine stock and bond market valuations? What do you think will happen in the next 12 months?
Description: Yahoo Finance Editor-in-Chief Andy Serwer sits down with Mohamed El-Erian, Chief Economic Advisor at Allianz, former deputy director at the International Monetary Fund, and former chair of President Obama’s Global Development Council. Source: Yahoo.Finance.com – video report Date: Mar 14, 2019 Link: https://finance.yahoo.com/video/mohamed-el-erian-joins-influencers-100000239.html?soc_src=strm&soc_trk=ma Questions for discussion: Summarize the highlights presented in this interview. What… Read more »
Description: Modern Monetary Theory (MMT) is gaining traction in American politics, energizing the progressive left and roiling deficit hawks. Stephanie Kelton, who advised Bernie Sanders’ 2016 presidential campaign, explains the basics. Source: CNBC.com – video report Date: Mar 08, 2019 Link: https://www.cnbc.com/video/2019/03/01/stephanie-kelton-explains-modern-monetary-theory.html Questions for discussion: Summarize the key points that explain the theory and the… Read more »
Description: Kraft Heinz, the ailing food giant, has tapped investment bank Credit Suisse to review options for its Maxwell House coffee business, which could include a potential sale, people familiar with the matter tell CNBC. Source: CNBC.com – video report Date: Feb 24, 2019 Link: https://www.cnbc.com/2019/02/24/kraft-heinz-reviews-options-for-maxwell-house-coffee-including-sale.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article say about… Read more »
Description: The banking industry is telling the Federal Reserve that a flattening yield curve could squeeze their businesses. Source: Yahoo.Finance.com Date: Nov 13, 2018 Link: https://finance.yahoo.com/news/banks-ready-tighten-lending-yield-curve-inverts-210834687.html Questions for discussion: What are the banks’ concerns in terms of the spread? What should investors do, given this situation?
Description: Dell agreed on Thursday to improve a takeover offer for owners of a special class of shares to about $23.9 billion, hoping to quell a shareholder rebellion against a deal meant to return the computer maker to the public markets. Source: NYTimes.com Date: Nov 15, 2018 Link: https://www.nytimes.com/2018/11/15/business/dealbook/dell-takeover-deal.html Questions for discussion: Summarize the highlights… Read more »
Description: So much for the midterms. Now the markets can start obsessing about gridlock, impeachment and the 2020 election. And they can resume worrying about bread-and-butter issues like corporate earnings, interest rates and the threat of rising tariffs and recession. Source: NYTimes.com Date: Nov 09, 2018 Link: https://www.nytimes.com/2018/11/09/business/stock-market-midterms-congress.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=9&pgtype=sectionfront Questions for discussion: Summarize the concerns investors… Read more »