June 24th, 2014
by Matt Insley, Daily Reckoning
Amrita Sen, chief oil analyst at Energy Aspects, says":
"Targeting oil infrastructure is the easiest way to have demands met."
Infrastructure... the Middle East... disrupted oil exports...
It's all part of a larger story, one that's been relegated to the back pages of the mainstream coverage, especially with Iraq going up in flames this past week.
I'm talking about Libya.
June 23rd, 2014
by Lance Roberts, Streetalk Live
This past week the Janet Yellen, and her band of merry men, concluded their two day FOMC meeting with little surprise or fanfare. For the most part, there were few changes to the overall tone of the press conference as the Fed revised down its forecast for economic growth and nudged up their projections for short-term interest rates.
by EconMatters, EconMatters.com
Jeffrey Gundlach's Outlook
Jeffrey Gundlach of DoubleLine Capital LP says the 10-year U.S. Treasury note will likely trade in a range between 2.20 and 2.80 percent during the second half of year. Gundlach also said U.S. Treasuries are a buy for investors as they are yielding in the upper half of his projected trading range. He said this on June 10th of 2014 and it seems he still expects the 10-year yield to be lower than the 2.40% bottom put in about 3 weeks and 20 basis points ago.
by Jeff Miller, A Dash of Insight
Once again, the market focus has turned to the Fed. For many months the official Fed policy has included an inflation target, an annual rate of 2%. For many months I have written that inflation will not matter until this level is in play. Suddenly, after a single month of data approaching this range, some believe that inflation is a threat.