Trusted Sources

The best content, commentary and analysis selected from the web on a wide range of financial topics.
An invaluable tool for capturing themes, tracking strategies and developing tactics.



Housing Starts: A few comments

A few comments: • Overall the housing starts report was a little disappointing with total starts at a 914 thousand rate on a seasonally adjusted annual rate basis (SAAR) in May. This was below the consensus forecast of 950 thousand SAAR.

New Residential Construction Report: May 2013

Today’s New Residential Construction Report showed mixed results in May with an 6.8% increase to total housing starts and a 3.1% decline to

Stock Market Performance on Fed Days

All eyes will be on the Fed tomorrow at 2 PM when Bernanke and Co. announce the results of the 2-day policy meeting taking place today and tomorrow.  So what can investors expect from the market tomorrow?   Since the Fed began publicizing rate decisions on the day of their meetings back in 1994, the S&P 500 has averaged a change of...

In Mali, Now Comes the Hard Part

An MNLA sentry in Kidal, February 2013 (credit: newswhip.com)

VIX and SPX During the 1994 Interest Rate Hike Cycle

With yesterday’s The VIX and the Pre-FOMC + Post-FOMC Trades post in the books, it occurred to me that my reference to the series of interest rate hikes in 1994 probably stretches back before the memory banks of the current generation of investors.

Date authored

Primary tags

Secondary tags