Financial Sense

5 Reasons for a Q2 Decline in U.S. Interest Rates
John Kosar CMT's picture

Expected Fed tapering throughout 2014 has resulted in what seems to be a strong negative consensus by investors on the direction of long dated Treasury prices, as benchmark US interest rates rise.


U.S. to Foreign Officials: Stop Buying U.S. Treasuries
Marc Chandler's picture

Cassandras warn that the foreign appetite for US debt is satiated and wonder who is going to buy US Treasuries when the Federal Reserve stops. Not only are US officials not concerned about this, but the Department of Treasury continues its campaign to discourage foreign central banks from buying so many Treasuries.


Has Inflation in the U.S. Bottomed Out?
Sober Look's picture

Some analysts are beginning to suggest that inflation in the Unites States may have bottomed. As discussed earlier this years, US inflation indicators were pointing to the lowest rate since 2009.


Rise in Housing Starts Disappoint, Permits Fall
Tim Iacono's picture

The Commerce Department reported(.pdf) that U.S. housing starts rose 2.8 percent last month, from an upwardly revised seasonally adjusted annual rate of 920,000 in February to 946,000 in April, however, this was below the consensus estimate of 955,000 that was expected, at least in part, due to better weather in the spring after a severe winter.


Two Measures of Inflation
Doug Short's picture

The BLS's Consumer Price Index for March shows core inflation below the Federal Reserve's 2% long-term target range at 1.66%. The Core PCE price index at the end of the February (the most recent data), is significantly lower at 1.10%. The Fed is on record as preferring Core PCE as its inflation gauge.


The Earnings Parade Accelerates
Sheraz Mian's picture

Positive looking economic data out of China and the U.S. should help the market sustain the favorable momentum from the last two sessions. Today’s housing starts numbers were a tad light, but they nevertheless reconfirm that we are coming out of the weather-induced slump.


When You're Not Around: Setting Your Family Up for Success
Cathlyn Harris's picture

None of us likes to imagine what will happen after we pass away. It's too sobering. But what will life be like after your death? And no, I'm not talking about an afterlife, I'm talking about life after death: not yours, but your family's. What will their life look like after you pass?


How Do You Justify Consuming ExxonMobil’s Oil?
Robert Rapier's picture

Sometimes the written word is easy to misinterpret. More than once I have written an article to find that some minor point I made became the focus, or that the point I was making was just lost.


U.S. Consumer Spending: A Positive Surprise!
BCA Research's picture

After hibernating this winter, U.S. consumers appear to be opening their wallets again. March retail sales data were strong across the board — the only exceptions were spending on gasoline and electronics, which contracted month-over-month.


Don’t Bet on Treasury Rally to Continue
Sober Look's picture

Treasuries rallied sharply last week, mostly on the back of the sell-off in equities as well as in response to the Fed's seeming backpedaling on the timing of rate hikes.


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