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39 Total results for product and free and sample content found

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

Politics, Geo and Otherwise, Encourage ‘Bullish’ Range Bias

By David Ader 18 Aug 2017

The week just passed was a back and forth story for the Treasury market with, initially, a relaxation of tensions over North Korea edging rates higher which got a further lift on the back of a firm Retail Sales report and its prior upward revisions. That pressure reversed when Trump came back with yet another fiery condemnation of all sides in the Charlottesville altercation saying that both sides, including the apparently newly formed ‘alt left’, were behind the violence and equating Confederate generals to George Washington and Thomas Jefferson. The latter pair, as I recall, were in favor of creating a union vs. breaking it up so I’m not sure the analogy fits, but there you go. Read more from David Ader's latest musings.

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

Has Corporate America Given Up on Trump? New Float Shrink & Capex Plunging - Cash Growing

By Charles Biderman, Informa, TrimTabs 16 Aug 2017

Corporate America appears to have given up on Donald Trump by their actions. I have commented several times this year, in print and on CNBC, that both newly announced stock buybacks and cash takeovers of public companies are plunging. So far this summer, corporate buying is at a multi-year low. But what’s new and much worse for the economy is that, according to S&P Dow Jones Indices’ Howard Silverblatt, capital expenditures since the start of this year --when Donald Trump was sworn in --have plunged to the lowest levels since early 2011. Read more from Charles Biderman.

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

Bullish Edge in Range Context

By David Ader 11 Aug 2017

I suppose that in the week just passed the big story that kept yields from doing anything major (other than edging lower sans drama) was the rhetoric between Trump and Kim Jong Un which is notable in itself. This hints that the domestic data was worthy of a yawn, which it was, even though my take was that it points to ongoing slow-mo growth that doesn’t do a thing to threaten more intense Fed action or provide solace to the bond bears out there. Nor, for that matter, does it do all that much for the bulls. Fence sitters rejoice. Read more from David Ader's latest musings.

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

The Trump Economy and Stock Market in Sweet Spot

By Charles Biderman, Informa, TrimTabs 08 Aug 2017

Much to my surprise it appears that the US economy and the stock market are in the Trump Sweet Spot. Yes, the stock market has been consistently rising under Trump, but then the stock market had been consistently rising for as-long-as central banks have been printing money. But the surprising part is that ever since Trump was elected in November, notice below that our proprietary TrimTabs Macroeconomic Index has been rising. The TrimTabs Macroeconomic Index is a correlation weighted composite index of weekly leading economic indicators. The indicators include data on housing, manufacturing, and the labor market. Read more from Charles Biderman.

Topic Changing Rate Environment

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

On to Neutral, Balance Between Labor and Inflation and Demand

By David Ader 04 Aug 2017

In the week just passed, Treasuries bull flattened largely on the back of a set of soft data leading up to NFP and ancillary issues that have been ongoing (Washington stuff, FX influences) and a teeny bit of reduction in the market’s odds for a Fed hike later this year. Dec Fed Funds edged to 1.21+%, the lowest they’ve been since the middle of May. Hike probabilities sank to 36.5% for that month. Read more from David Ader's latest musings.

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

VIX – The Canary in the Stock Market Coal Mine

By Charles Biderman, Informa, TrimTabs 04 Aug 2017

Low VIX Due to Belief that Central Banks Have the Market’s Back However When The VIX Surges Again, Watch Out Below. The VIX, the acronym for the price volatility index of the S&P 500 (also called the Fear Index) has been trading at below 10 – the lowest since December 1993. The bigger the price changes over a short period of time, whether up or down, the higher the VIX. Read more from Charles Biderman.

Topic Changing Rate Environment

Mapa Research

Personalised Banking: Amending Notification Preferences In-App

By Mapa Research 31 Jul 2017

This Mapa Research report assesses mobile banking customer experience, in particular how providers are giving customers more control and personalisation within apps by letting users adjust how and when they are sent notifications and alerts. Most of the banks monitored by Mapa Research send alerts to customers for various reasons - based on spending limits, when payments are made, when the account balance goes below a certain amount, and so on. What is becoming more common is banks allowing customers to amend their notification preferences - how and when an alert is sent to them - within the mobile banking channel (in the app). Around 36% of the banks we monitor in our Mobile Banking Dashboard allow customers to amend alerts in-app.

Topic Industry News

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

Defensive Into Data Mass, Low Inflation Providing Little Solace

By David Ader 28 Jul 2017

In the week just passed perhaps the most anticipated event, though anticipated largely in void of any drama, was the FOMC meeting which delivered exactly what was expected. In short, there were only very modest changes to the words from the June meeting; the market’s subdued reaction reveals all. Read more from David Ader's latest musings.