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10 Things You Need To Know This Morning (XTA, AIG, GLEN, BP, PXP)
Good morning. Here's what you need to know. Markets in Asia moved moderately higher in overnight trade, with Hong Kong's Hang Seng up 0.1 percent. Shares in Europe are mixed and U.S. futures point to a...
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JPM: The Floodgates Are Open, There's Fiscal And Monetary Stimulus...
The floodgates are open in terms of policy according to JPM's Jan Loeys in his latest Global Asset Allocation note. We think the positive environment for risk assets can and will last over the next 3-6...
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GM Is Losing Up To $49,000 Per Volt Sold
* GM losing as much as $49,000 per Volt sold * Cheap leases likely only exacerbate the losses * GM still years away from break even on the car * New plug-in competitors soon from Ford, Honda Sept 10...
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Bernanke And Hilsenrath Are Hinting At A New Secret Weapon
Bernanke has to do something this week. Most pundits are suggesting it will be more LSAPs (QE). I have trouble with this scenario. To be of any benefit, a new QE would have to be for $600Bn. If QE3...
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This Is The Most Bullish Moment We Can Recall Since The Financial Crisis Ended
Markets are down a hair today, but the theme of the morning is clear: Uber-bullishness. Everywhere. This is the most unanimously bullish moment we can recall since the crisis began. Note that this...
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Republican Obstructionism Is The Biggest Reason For Ongoing Economic Weakness
Does anyone remember the American Jobs Act? A year ago President Obama proposed boosting the economy with a combination of tax cuts and spending increases, aimed in particular at sustaining state and...
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There's A Report That The German Court Decision Could Be Delayed — And Now...
The world is awaiting a decision later this week from the German Supreme Court about whether the European bailout fund is constitutional. But there may be a glitch. From The Telgraph (via ForexLive):...
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The Horrible Chinese Import Number Isn't As Scary As It Seems
Chinese imports contracted 2.7 percent year-over-year in August, against expectations of a 3.5 percent rise. But analysts are warning that the number may not be as bad as they first seem. Bank of...
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Citi Made A Huge Bullish Call On Stocks For 2013
Citi's Tobias Levkovich just unveiled his 2013 target for the S&P 500 and it's bullish. He see the index hitting 1,615, which is a more than 12 percent gain of current levels. Of course, Levkovich...
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WOODWARD: White House Got Caught Flatfooted, Senate Was A Doormat In Debt...
Washington Post senior correspondent Bob Woodward has a piece detailing the negotiations that led to the deal raising the debt limit last year, and as usual it is chock full of juicy quotes based on...
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JIM O'NEILL: Anyone Forecasting The Death Of The Euro Zone Should Consider 3...
In his latest Viewpoints note, Jim O'Neill addresses the intense pessimism toward the Euro zone. "Amongst many arguments the bears understandably make, is one that whatever the determination of the ECB...
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YARDENI: China's Rush To Boost Its Economy May Be Doing More Bad Than Good
China’s transition from export-led growth to domestic-led growth might not be easy and could be disrupted by major social unrest. This is a very big concern among our London accounts (with whom I met...
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US Has Lower Wages And Higher Unemployment Than All Of These Developed Countries
Contra Eric Cantor, Labor Day celebrates the importance of labor and the labor movement in American history. But the bluster of Cantor, where he celebrates the so-called job creators, does illustrate...
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Oceanfront Villas In Greece Are Actually Much Cheaper Than We Realized
This weekend we wrote about the new trend of Northern Europeans buying villas in beaten-down Greece. That this would happen has been anticipated for awhile: Greece is one of the most beautiful places...
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3 Things Everyone Gets Wrong About Valuing Stocks
Legendary NYU finance professor Aswath Damodaran has just started his fiftieth semester of teaching. One of the great things about Professor Damodaran is that he makes all of his materials available...
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What Will The Fed Do? [Survey]
On Thursday this week, the Fed is set to meet and make its next decision on monetary policy. A third round of bond buying (QE3) has been seen as inevitable for a long time, but with the weak jobs...
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The Top 10 Things Mark Zuckerberg Should Talk About In His First Public...
Mark Zuckerberg will have his first public interview since Facebook’s IPO in May at the TechCrunch Disrupt conference in San Francisco. He will be speaking for almost 30 minutes starting at 2pm...
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Chicago Teachers Strike Symbolizes One Of The Biggest Problems This Country...
Aaron Task and I discussed the Chicago teachers strike on DailyTicker this morning. It's a depressing situation that highlights one of the most contentious and important economic issues of our time......
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DAVID BIANCO: Our Year-End S&P 500 Target Is At Risk
David Bianco, the Chief U.S. Equity Strategist at Deutsche Bank, slapped a 1,475 year-end price target on the S&P 500 back in May. However, in recent weeks, Bianco has been taking an increasingly...
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Why The Fed Won't Do QE This Week
The Federal Reserve is to decide on Thursday whether it's going to launch another round of Quantitative Easing this Thursday. We just put up a survey on the subject, but so far, the No QE camp is...
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