Finance Roundtable

Finance Roundtable

The market forecasters and personal finance blogs complement the Economics Roundtable.

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CurryBlog (Karsten Junge)

"Putting the spice back into investing.”

September 18, 2016, 11:13 pm, 1674179
I have a great suggestion for all of you out there who think that the CPI is a sham: go over to Pimco's website and read Bill Gross' latest commentary.

The King of Bonds provides his readers with an industrial strength smackdown of hedonic adjustment. Some extracts ...

September 18, 2016, 11:13 pm, 1674184

September 18, 2016, 11:13 pm, 1674182
Fighting in Nigeria caused oil to break through the "psychologically" important USD 50 level. This actually means - well - not much. Oil would have to rise to something like USD 80 to come near the historical highs in real terms.

September 18, 2016, 11:13 pm, 1674183
The Washington Post has a short primer on what the neutral Fed Funds rate is. You can find the article here (registration needed). The two most important points are reproduced below (italics mine)

The level at which the Federal Reserve's federal funds rate, the overnight rate charged between banks, ...

September 18, 2016, 11:13 pm, 1674181
While the Fed is still toeing the party line regarding the longevity of the recovery ("just a soft patch") a couple of influential market players are sounding the alarm klaxons. It looks as if Merrill Lynch put out a note warning investors to expect a Tsunami of earnings warnings. ...

September 18, 2016, 11:13 pm, 1674180
Remember the old adage about an optimist saying that a glass is half full while the pessimist says it is half empty? Something similar is happening with official attitudes to the US currency.

The strong dollar policy of the past has been tacitly abandoned over the past two ...

September 18, 2016, 11:13 pm, 1674163
This week will see another FOMC meeting which will most probably provide us with another 25bp hike and some much watched language regarding this august conclaves further intentions.

The thing many people will be looking for is if the "measured pace" statement remains in place. Markets are generally looking ...

September 18, 2016, 11:13 pm, 1674162
The first Friday of every month brings us the start of a weekend and jobs data. I was looking forward to both as an exceptional amount of work has forced me to keep my head down wrt real life. The weekend will bring me a brief respite from an insane ...

September 18, 2016, 11:13 pm, 1674160
Read this. Thank you.

September 18, 2016, 11:13 pm, 1674161
A look at the calendar shows me that we're only in February but Federal Reserve Board Governor Edward Gramlich is already stepping up to the plate to swing for a home run in the understatement of the year award. Here he goes (via Reuters):

The one thing that I ...