Yellen says the same thing in today’s Congressional testimony; bond market decides it hears something different from yesterday
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Notes You Need for July 13: Bank of England rate increase, China trade, natural gas
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Inflation at the wholesale level edges up slightly
A day after Federal Reserve chair Janet Yellen boosted markets with her worries about slow inflation, the Bureau of Labor Statistics released numbers on inflation at the producer level–otherwise known as wholesale inflation–that showed inflation is weak but not totally absent. The Producer Price Index rose at a 2% annual rate in June.
Yellen’s comments, bond market reaction make life “interesting” before bank stock earnings on Friday
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Notes You Need for July 12: iPhone 8 bugs, oil demand, AMZN Prime Day, oil shale investment, Bank of Canada raises rates
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Yellen doesn’t say much but bond market likes what it thinks it heard
It’s not much to hang a rally on, but the Treasury and stock markets moved up after Fed chair Janet Yellen told the House Financial Services Committee today that “the federal funds rate may not have to rise all that much further to get to a neutral policy stance.”
Sector Monday: What? We’re all worried about a drop in manufacturing jobs but every economy is adding more robots?
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Notes You Need for July 11: AAPL, semiconductor revenue, PEP, oil price forecast, U.S. oil drilling demand, TSLA, Fed on interest rates
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Worry about central banks gains weight
Today it’s JPMorgan Chase CEO Jamie Dimon telling a conference that the unwinding of central bank bond-buying programs is an unprecedented challenge that may be more disruptive than people think. Tomorrow it’s Federal Reserve chair Janet Yellen giving Congress some clue (maybe) on when the Fed will begin to reduce its $4.5 trillion portfolio of Treasury and mortgage-backed debt instruments.
Notes You Need for July 10: Most widely held stocks, China inflation, INTC, NVDA
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Earnings season kicks off this week: Are expectations low enough? Bank stocks will tell on Friday
For all intents and purposes second quarter earnings season kicks off on Friday. Yes, PepsiCo (PEP) does report on Tuesday and Delta Air Lines speaks on Thursday, but the real bellwether earnings reports come from the big banks on Friday with earnings from Citigroup (C), Wells Fargo (WFC) and JPMorgan Chase (JPM).Â
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