STPP News and Press, Barclays Bank PLC ZC SP ILN REDEEM 13/08/2020 USD 50 - Ser A From 04/08/19

For the past ten years or so, I have argued that investors in the stock market have placed most of their attention on the behavior of the Federal Reserve System. For much of this time Federal Reserve officials led by Chairman Ben Bernanke overtly focused on the stock market with the intentio...

Revisiting Credit Spreads & Quality Spreads Corporate bond spreads, or the difference in yield between a corporate bond and an equal maturity Treasury bond, measures the relative risk of owning various corporate bonds across the risk spectrum relative to the "risk-free" rate. As...

This pro-to-pro macro conversation is a must-watch. Liz Ann Sonders , Charles Schwab Chief Investment Strategist, joined Hedgeye CEO Keith McCullough to dig deep into what investors should expect over the coming year during our recent Hedgeye Investing Summit . As she explains in the b...

Outspoken former Fed advisor Danielle DiMartino Booth joined Hedgeye CEO Keith McCullough in a no-punches-pulled conversation about the Federal Reserve during our recent Hedgeye Investing Summit . As she explains in the brief excerpt from the interview below, Fed Chair Jerome Powell qui...

The "new normal" for U.S. economic growth and interest rates won't be at the rates seen in the 1990s, says Federal Reserve Bank of New York President John C. Williams. More news on: Invesco 1-30 Laddered Treasury Portfolio ETF, iShares Core U.S. Treasury Bond ETF, iPath U.S. Treasury Ste...

"Now this isn't necessarily the end of the stock market run. But given the fact that we've had a 10-year stock market run, which is a world record. We're way overdue for a major downturn." - Phil Town This week Phil and Danielle talk about the fact that 30% of the stock market is not inves...

By James Cielinski, CFA In the first of a series of videos providing updated views on financial markets, Jim Cielinski, Global Head of Fixed Income, discusses the implications for fixed income investors of a flat U.S. yield curve, dovish central banks and an aging business cycle. Trans...

Ever since the widespread adoption of the rules, so to speak, of Positive Economics, the discipline has been trading intuitive sense for mathematics. The equations of econometrics are, for Economists, more "real" than reality. To get to those statistical regressions it requires a whole lot o...

By Jeremy Schwartz, CFA Last week on the "Behind the Markets" podcast, Professor Jeremy Siegel from The Wharton School at the University of Pennsylvania and I had the pleasure of speaking with Dr. Diego Rodriguez-Palenzuela, who heads the European Central Bank's (ECB) business analysis div...

By Gary Alexander We’ve just enjoyed the best first quarter in the 21 st century – the biggest opening-quarter stock market increase since 1998. The three most-watched indexes each gained over 11% in the quarter just ended, but despite any recent “overbought” c...