Fed is in the business of purchasing (indirectly) equities
by Xayde26 I’m sure, at this point, you’re familiar w/ the term Quantitative Easing and what it means. The Fed, as of last night, reopened the Primary Dealer Credit Facility. … Read more
equities
Between BBB bonds getting downgraded and massive deficits, QE that used to flow back to equities likely won’t this time. That plus corp buybacks drying up spells real problems going forward
I was thinking the same thing….between BBB bonds getting downgraded and massive deficits, QE that used to flow back to equities likely won't this time. That plus corp buybacks drying … Read more
The ECB could be the next central bank to start buying equities
by Shaun Richards It feels like quite a week already and yet it is only Monday morning! As rumours circulated and fears grew after some pretty shocking data out of … Read more
Reminder that global equities pricing in 18% EBTIDA growth for 2020…. Supply chain shock incoming
Reminder that global equities pricing in 18% EBTIDA growth for 2020. t.co/3K241qD0q2 — Teddy Vallee (@TeddyVallee) February 21, 2020 without fed's balance sheet expanding – the stock market can't go … Read more
Record highs in equities are masking excesses in the corporate credit market and a reckoning is coming…
via Yahoo: Record highs in equities are masking excesses in the corporate credit market and a reckoning is coming, according to Societe Generale SA global strategist Albert Edwards. “It’s the … Read more
Fed’s Repo Response Isn’t Fueling the Stock Market: Equities are being driven by low rates and a healthy economy, not central bank T-bill purchases.
by NineteenEighty9 The author Bill Dudley is a senior research scholar at Princeton University’s Center for Economic Policy Studies. He served as president of the Federal Reserve Bank of New … Read more
Saxo Bank: “We Are Putting Out An Early Warning: A Sharp Correction In Equities Could Be Imminent”
Submitted by Peter Garnry, Head of Equity Strategy, Saxo Bank Equities are getting frothy with short squeeze and momentum accelerating technology stocks higher. This has led to the highest top five … Read more
“Is everybody in?”……Hedge fund exposure to US equities “exploding”
"Is everybody in?"……Hedge fund exposure to US equities "exploding" $SPY pic.twitter.com/3nFelZxNwR — LongConvexity (@LONGCONVEXITY) December 27, 2019 Pretty obvious how the New Year will unfold. t.co/4vRN8Y2TFR — Albert Edwards (@albertedwards99) … Read more
CURRENT EQUITIES RALLY SIMILARITIES TO 1999
by Chris Vermeulen of The Technical Traders Euphoria is a type of market rally where valuations, real market expectations, and global market concerns are pushed away from view while a trader based rush … Read more
Wolf Richter – New and Used Auto Markets, Swiss National Bank buying US Equities
Talk Digital Network, Released on 11/16/19 Wolf Richter is the founder of Wolf Street Corp and the publisher of WolfStreet.com. Wolf has over twenty years of C-level operations experience, including turnarounds … Read more
Investor confidence in equities is nearing 2008 lows Aggregate HFs’ exposure to DM equity and DM govt bonds [Nomura estiamtes]
Investor confidence in equities is nearing 2008 lows Aggregate HFs’ exposure to DM equity and DM govt bonds [Nomura estiamtes] pic.twitter.com/i8bFewHXCa — 𝕮𝖍𝖎 🛢️ (@chigrl) October 13, 2019
Weekly reminder that equities have been pricing in a pick up not a slowdown. Our leads have ISM lower for next 5-7 months…..
Weekly reminder that equities have been pricing in a pick up not a slowdown. Our leads have ISM lower for next 5-7 months….. t.co/S30hCxOQd6 — Teddy Vallee (@TeddyVallee) September 3, … Read more
Why Are Equities so Disconnected from Economics?
by Martin Armstrong Normally, equity valuations reflect the present value of future cash flows that are primarily a function of current cash flows, growth expectations, and then the discount rate. … Read more
One Man’s Treasure: The Perception Versus Reality Of Equities
by David Robertson Stocks have an almost mythical aura about them for many investors. Conceptually, stocks tend to produce higher returns than many other asset classes and therefore feature prominently … Read more
While ISM Manufacturing looks ripe for another (material) drop next, cyclical equities don’t care.
While ISM Manufacturing looks ripe for another (material) drop next, cyclical equities don't care. Maybe as market participants seem to believe that Jerome Powell will save the equity momentum another … Read more
The corporate sector has been the main buyer of equities since the market low
via @chigrl: Cumulative buying/selling of US equities, % Market Cap $ES_F $SPX