HomePageHeaderQuote

The Ticker District

Posts Tagged with: FED

BK: Rising Rates Will Kill Buybacks – $SPY

By - - Market Sentiment on November 10, 2015 9:32 AM 0 Follow-Ups
BKInitial

Rising Rates Will Kill Buybacks The euphoria over a stronger job market and potential for the FED to lift off lasted for 48 hours, then came the Monday morning hangover. In BK’s view, the market may be realizing that the worst thing to happen to stocks is rising rates. Say what? The bullish narrative is […]

Read More →

BK: Qien es Mas Macho? Strong Dollar or Strong Employment?

By - - Market Sentiment on November 9, 2015 9:27 AM 0 Follow-Ups
BKInitial

Qien es Mas Macho? Strong Dollar or Strong Employment? After Friday’s blowout jobs report, bond investors quickly adjusted expectations for a FED rate hike in December. Prior to the report, investors were expecting a 50/50 chance of FED liftoff in December, after the report… 70% probability of liftoff. The following chart shows the implied probability […]

Read More →

BK: Global economic status: “It’s Complicated”

By - - Macro on November 5, 2015 9:54 AM 0 Follow-Ups
BKInitial

Focus on The Facebook at Your Own Peril Investors who focus on The Facebook’s stellar earnings are missing the forest through the trees – outside of Silicon Valley the global economy continues to show signs of weakness. Today the European Commission lowered its economic and inflation outlook, German Factory Orders fells unexpectedly for the third […]

Read More →