Bond World Sees ‘Live’ September for Fed, But It’s September ’17
http://www.bloomberg.com/news/articles/2016-07-30/bond-world-sees-live-september-for-fed-but-it-s-september-17
Apple’s Embrace by Bond Market Prompts Calls for Sanity Check $AAPL
http://www.bloomberg.com/news/articles/2016-07-29/apple-s-embrace-by-bond-market-prompts-calls-for-sanity-check
Italian, Irish, Spanish Banks Perform Poorly on European Banking Stress Test @FoxBusiness
http://www.foxbusiness.com/markets/2016/07/29/italian-irish-spanish-banks-perform-poorly-on-european-banking-stress-test.html
Bank of England prepares to tackle Brexit hit
http://www.reuters.com/article/us-global-economy-weekahead-idUSKCN1091TT
Week Ahead: Data in Focus
http://www.reuters.com/article/us-usa-stocks-weekahead-idUSKCN1092MO
What Happened to Business Investment in 2Q? @FoxBusiness
http://www.foxbusiness.com/markets/2016/07/29/what-happened-to-business-investment-in-2q.html
Are Those Safe Haven Assets Safe Anymore?
http://www.bloomberg.com/news/articles/2016-07-29/are-those-safe-haven-assets-safe-anymore
EU’s Juncker sees ‘great risk’ to migrant deal with Turkey: paper
http://www.reuters.com/article/us-eu-turkey-juncker-idUSKCN10A0GK?il=0
Weekend report!
Our themes have not changed. We continue to believe and have been proven correct that earnings growth is poor, sales growth is poor and the economy is blah! 1.2% ain’t going to do nothing for no one! We continue to believe the maniacal central banks will continue to leave rates at 0% or below, go…