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103 Total results for product and free and sample content found

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

A lot of Noise, not so Much Action

By David Ader 17 Aug 2018

It is rare, I admit, for me to find the silver lining in a given cloud, but I managed to in the recent week.  Perhaps I was inspired in this search by the approaching 10th anniversary of the Lehman bankruptcy and the differences and similarities between now and then but I’ll save those thoughts for now.  In any event, the silver lining I refer to comes in the form of household debt.  The Quarterly Report on Household Debt & Credit from the New York Fed showed a relatively modest rise in overall debt to $13.3 trillion, a gain of $82 billion.  I suppose that is the ‘bad’ news if you consider debt a bad thing for households. Read more from David Ader's latest musings...

Topic Industry News

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

It's all Good… in Nominal Terms

By David Ader 10 Aug 2018

In a recent speech, NY Fed President Williams spoke about “The Future Fortunes of R-star; Are they really rising?” I took a look at the graph of the estimate for the Natural Rate of Interest to see what’s going on with this particular measure. In a 2015 paper, Williams wrote that IF the estimated rate stayed low, “future episodes of hitting zero lower bound are likely to be frequent and long lasting.” In 2017, he looked at the details to conclude that a low R-star was 1) not a US story alone, but a global one, 2) it was likely to be long lasting and) it was not confined merely to low risk assets. As such, unusual monetary policies were likely to be the norm and that with globally low interest rates risks to financial stability are greater than they were. Read more from David Ader's latest musings...

Topic Industry News

Zephyr, PSN Separately Managed Accounts (SMA)...

Ryan Nauman's Weekly Recap 08.06.18

By Ryan Nauman 06 Aug 2018

Solid second quarter earnings continue to help offset escalating trade concerns, as the S&P 500 finished the week up .80%. Todate, more than 80% of S%P companies have reported earnings, with 80% beating estimates (FactSet). Here are some of the highlights, which came from the tech sector. Apple beat earnings estimates and provided better-than-expected forward guidance after experiencing their best third quarter earnings ever. The announcement helped the embattled tech sector move forward after a tough week, and propelled Apple to be the first $1 trillion U.S. company. Caterpillar reported better-than-expected earnings and raised its full-year outlook, despite saying tariffs will reduce the bottom line between $100 and $200 million in the second half. Proctor & Gamble, Pfizer, DowDuPont, and Aetna all reported better-than-expected earnings. Meanwhile, Tesla reported wider-than-expected losses, but to the delight of investors, experienced smaller cash burn than expected, while also reaffirming profitability during the second half. Read more from Ryan Nauman's weekly recap...

Topic Industry News

Zephyr, PSN Separately Managed Accounts (SMA)...

Ryan Nauman's Weekly Recap 07.30.18

By Ryan Nauman 30 Jul 2018

This week marked the busiest week of the second quarter earnings season, as the S&P 500 rose modestly on solid earnings and promising trade news. To date, 53% of the S&P 500 companies have announced second quarter earnings, with 83% of them beating estimates (FactSet). Lets start with the headliner, Facebook. Most were expecting big numbers from Facebook, but the big numbers they received were not the ones they expected, as in a $120 billion decrease in market value. Facebook plunged after reporting mixed earnings, while providing a downbeat forecast for the remainder of the year. The numerous scandals/sins they were able to withstand over the past few months finally caught up to them. Read more from Ryan Nauman's weekly recap...

Topic Industry News

Market Research Solutions, Competitive Produc...

Looking into the future: Personal Finance Management tools (PFMs)

By Chad Watkins, Director of Market Intelligence and Chris Ward, Lead Analyst at Informa Financial Intelligence 30 Jul 2018

Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses personal finance management (PFM) tools including encouraging savings, spending categorization, budgeting tools, account aggregation, gamification, and peer behavior comparison. Podcast #3 in an ongoing series.

Topic FinTech

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

Technicals Broke the Range, not Speculation

By David Ader 27 Jul 2018

People are making a lot of noise about the bond market’s retreat after the July 20 range break.  What I hear is that it’s largely about speculation over the BoJ’s upcoming meeting and an active discussion therein.  This relates to Japan undershooting inflation targets and what the BoJ can and can’t do to spur it (presumably lower for longer) without doing harm.  Included in that is the idea of raising their target on 10-yr JGB yields.  You might argue that raising rates is rather unstimulative, but then easy policy hasn’t worked and has hurt banks. Read more from David Ader's latest musings...

Topic Industry News

Zephyr, PSN Separately Managed Accounts (SMA)...

Ryan Nauman's Weekly Recap 07.23.18

By Ryan Nauman 23 Jul 2018

After the backlash President Trump received for his performance during his press conference with Russia’s President Putin and the corresponding clean-up of the mess, Trump proceeded to divert everyone's attention back to trade and some meddling of his own. President Trump warned China that he is “ready to go” with $500 billion in new tariffs on Chinese goods. He didn’t stop there, as he accused the EU and China of devaluing their currencies, and the cherry on top was his meddling in the Fed’s interest rate policy making. Thankfully, companies reported solid earnings to help keep equity markets afloat. Read more from Ryan Nauman's weekly recap...

Topic Industry News

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

Talking to Your Kids About the Deficit

By David Ader 20 Jul 2018

My son asked me the other day, a few weeks shy of his wedding I’ll proudly add, why the deficit as a result of the recent tax plan, was ‘bad’ if it raised the stock market.  How do you explain something so complicated to a mechanical engineer, smart, but focused on inventing stuff and whose main eye contact is with his feet?   I made it so simple even a member of Congress would get it.  I explained that I just wrote him a check for a hypothetical $1 mn, and asked what he would do with it.  He started a list of things -- ATV, snowmobile, chainsaw for starters -- to which I said, great, but you already owed $1 mn and have to pay off that debt, too, so now you owe $2 mn.  He furrowed his eyebrows a bit, thought for a moment, and asked if he’d already bought the ATV with the first million.  I said, no, he spent that on the dishwasher and A/C, which isn’t working, with a little bit to pay for college and a lot to pay for Grandma’s Social Security and Medicare.  “But she paid into Social Security!”  I advised, “Not as much as she’s getting.” Read more from David Ader's latest musings...

Topic Industry News