EconMatters's blog
October 15th Bond Market Crash Explained
Submitted by EconMatters on 04/25/2015 13:01 -0500October 15th, 2014 wasn`t a market crash!
U.S. Oil Glut: How High Can It Go?
Submitted by EconMatters on 04/23/2015 07:04 -0500For now, EIA still estimates that total U.S. crude oil production will fall in May. But we think the current oil prices are enough to get the shale E&Ps excited.
China Easing to Combat The 'Darkest Period' of 2015
Submitted by EconMatters on 04/20/2015 16:41 -0500
A desperate quick fix by Beijing to the pessimistic market sentiment after a rush of exit crashing its stock index futures almost 7% .
Slight Production Declines Hide Bigger Oil Storage Issues
Submitted by EconMatters on 04/17/2015 18:40 -0500Everyone this week focused on the slight production declines that this was a sign to go long oil, but what seemed to go under the radar was another build in both Cushing and the Gulf Coast storage hubs.
More Thoughts on the Current Oil Market
Submitted by EconMatters on 04/16/2015 12:24 -0500Oil prices should become 'lower for longer", but the wild card would be the OPEC meeting this June...
China, Taiwan, Japan and The U.S. In the West Pacific
Submitted by EconMatters on 04/12/2015 13:51 -0500Things are shifting and unraveling awfully fast in the West Pacific region. Some observations by us that may have escaped the mainstream media.
GE Resorts To Financial Engineering to Boost Stock Price
Submitted by EconMatters on 04/11/2015 21:36 -0500GE stock is down almost 13% over the last 7 years, and this is with record shares being taken off the market. However, Jeff Immelt thinks he has a solution for this problem after 15 years at the helm of GE.
Another 8 Million Barrels Added to Oil Storage
Submitted by EconMatters on 03/25/2015 21:32 -0500Forget about Rig Counts, we need to see Producer Counts go down considerably, until that happens the oil market hasn`t bottomed.
Thoughts on The Current Oil Market
Submitted by EconMatters on 03/23/2015 16:54 -0500Our views on some of the popular oil-market related topics including Saudi, 'Fracklog', E&P Funding Crisis, Dividend Cut by XOM? and final thought on Merit of the Integrated Model
The 5 Most Crowded Trades on Wall Street: Part 3
Submitted by EconMatters on 03/18/2015 10:46 -0500Utilities have always been attractive yield plays for conservative investors, but natural gas prices are low and margins are not that great for the industry.
The 5 Most Crowded Trades on Wall Street: Part 2
Submitted by EconMatters on 03/17/2015 09:53 -0500The Bond bubble is not only an overcrowded trade, a bubble of historic proportions but it will cause the entire crash of the financial system.
The 5 Most Crowded Trades on Wall Street: Part 1
Submitted by EconMatters on 03/16/2015 13:35 -0500I would say Apple is the most dangerous holding on the street right now for portfolio managers.
The ECB Should End QE Next Month
Submitted by EconMatters on 03/15/2015 22:01 -0500I am not sure how long Mario Draghi can carry on this QE Charade, but it is quite obvious that there is nothing more to be gained from the program.
Michael Lewis is Right “Spoofing” Proves Market Rigged on Daily Basis
Submitted by EconMatters on 03/13/2015 14:34 -0500Now this is just the tip of the iceberg when it comes to market manipulation, I thought I would just provide a concrete example of the kind of funny business that goes on every day in financial markets.
Watch As All the Bond Rats Jump Ship before FOMC Meeting
Submitted by EconMatters on 03/12/2015 17:46 -0500Next week is all about the Fed, and the positioning or should I say De-Positioning will be taking place right up until the last minute of this all-important Fed Meeting.
