Description: Jim Awad, Chairman of Plimsoll Mark Capital, explains why a strong dollar led to the Dow tanking 333 points and what effect it might have on the Federal Reserve raising interest rates. Source: CNNMoney.com – video report Date: March 10, 2015 Link: http://money.cnn.com/video/investing/2015/03/10/stock-market-crushed-dow-down-333-strong-dollar.cnnmoney/ Questions for Discussions: What does Jim Awad suggest is at the… Read more »
Posts Tagged: Bonds
$20 oil is possible: Jack Ablin, BMO Private Bank
Description: As market volatility continues, Jack Ablin, CIO of BMO Private Bank says one of the key drivers of the volatility – crude oil – could potentially hit $20 per barrel. And with the NASDAQ hitting 5,000 and the DOW and the S&P 500 reaching new highs, is Ablin still a long-term bull on U.S…. Read more »
Banks and bonds
Description: David Rosenberg, chief economist at Gluskin Sheff and Associates, explains why banks might be investing in U.S. bonds Source: CBC.ca – video report Date: Feb 23, 2015 Link: http://www.cbc.ca/player/News/ID/2655447343/ Questions for Discussions: What does David Rosenberg suggest is happening in global markets today? Why would U.S. bonds be attractive to banks?
Bullish Dollar Super Cycle to Push on Companies: O’Rourke
Description: Michael O’Rourke, chief marketing strategist at Jonestrading, discusses how businesses are dealing with the strong U.S. dollar. He speaks on “In The Loop.” Source: Bloomberg.com – video report Date: Jan 28, 2015 Link: http://www.bloomberg.com/news/videos/2015-01-28/bullish-dollar-super-cycle-to-push-on-companies-o-rourke Questions for Discussions: Summarize the analysis presented by Michael O’Rourke. Do you agree with his assessments with respect to currency… Read more »
Markets tumble as Greek government begins to backtrack on austerity
Description: Greek borrowing costs jump and markets tumble as Alexis Tsipras, Greece’s new prime minister, vows never to blindly submit to European creditors and government blocks sale of state assets Source: Telegraph.co.uk Date: Jan 28, 2015 Link: http://www.telegraph.co.uk/finance/economics/11374258/Markets-tumble-as-Greek-government-begins-to-backtrack-on-austerity.html Questions for Discussions: Why did the Greek stock market drop off so dramatically? What are the concerns… Read more »
How technology changed the bond market
Description: Fortune’s Shawn Tully discusses his latest feature on Rick McVey, CEO of electronic trader MarketAxess Holdings. Source: Fortune.com – video report Date: Dec 12, 2014 Link: http://for.tn/1x9oxWd Questions for Discussions: Describe the transition toward electronic trading in bonds as presented in this report? Why would greater variety be good for the industry?
Alibaba Said to Seek $8 Billion in Bond Deal for Loan Repayment
Description: Alibaba Group Holding Ltd. (BABA) is planning to raise as much as $8 billion as soon as next week in its first U.S. bond sale, just two months after the Chinese company completed the biggest public stock offering ever, according to people with knowledge of the matter. Source: Bloomberg.com Date: Nov 13, 2014 Link:… Read more »
Expert Outlook: Mohamed El-Erian
Description: The U.S. economy will continue to heal; the European and Japanese economies will continue to struggle. Source: Businessweek.com Date: Nov 06, 2014 Link: http://www.businessweek.com/articles/2014-11-06/global-economics-expert-outlook-2015-mohamed-el-erian#r=nav-r-story Questions for Discussions: What, in your opinion, is the most significant prediction made by El-Erian of interest to investors? Do you agree with his assessment?
How to tell when investors are scared
Description: You can’t just look at stock prices to judge how investors feel. CNNMoney’s Fear & Greed Index measures seven different gauges to determine if investors are fearful or greedy. Source: CNNMoney.com – video report Date: Oct 02, 2014 Link: http://money.cnn.com/video/investing/2014/10/02/fear-and-greed-explainer.cnnmoney/ Questions for Discussions: What is the composition of the index? How should it be… Read more »
Humans Lose to Machines in $500 Billion-a-Day Bond Market
Description: Human traders are increasingly losing out to machines in the world’s biggest bond market. Source: Bloomberg.com Date: Oct 02, 2014 Link: http://www.bloomberg.com/news/2014-10-02/humans-lose-to-machines-in-500-billion-a-day-bond-market.html Questions for Discussions: How has technology affected bond trading, according to the article? Is this trend a problem for the markets, in your opinion?
