Débiles Condiciones Macroeconómicas dificultan panorama de la vivienda en México

| |

S&P Global Ratings’ publicó su más reciente reporte sobre la industria de desarrolladores de vivienda en México y su perspectiva para 2017. En este segmento de CreditMatters TV, Alexandre Michel, Associate Director, y Luis Martínez, Senior Director, destacan los principales riesgos para este año y las expectativas para las entidades calificadas.



Continue reading at S&P Global Ratings (via YouTube) →

Weaker Macroeconomic Conditions Hamper Prospects For Mexico’s Housing Industry

| |

A recent S&P Global Ratings’ article discusses the trends shaping Mexico’s housing industry and our outlook for homebuilders in 2017. In this CreditMatters TV segment, Associate Director Alexandre Michel and Senior Director Luis Martinez highlight the risks that might arise along the way as well as our expectations for rated players.



Continue reading at S&P Global Ratings (via YouTube) →

February 21 FX Commentary: Todd Horwitz

| |

Todd Horwitz, BubbaTrading.com



Continue reading at CME Group TV (via YouTube) →

February 21 FX Commentary: Todd Horwitz

| |

Todd Horwitz, BubbaTrading.com



Continue reading at CME Group TV (via YouTube) →

TJX Companies (TJX) Preview and Trade Idea

| |
TJX Companies (TJX) reports fiscal Q4 results tomorrow before the open, the options market is implying about a 3% one day move, which is rich to the four quarter average one day post earnings move ...

Continue reading at RiskReversal →

Rich

| |
by Craig Basinger, CFA and Derek Benedet, CMT The S&P 500 is now trading at 17.7x consensus estimated earnings for the next 12 months. That is the highest valuation for the S&P since 2002, over 14 years ago. But should we care? In this edition of the weekly we will slice and dice market valuations and share some insight on the impact of future returns. Valuations & Future...

Continue reading at Richardson GMP via Redwood Asset Management →

The Old Four Horsemen Are Riding High

| |
The four horsemen of the Apocalypse were so named in the New Testament of the Bible. They are a symbolic prophecy of the subsequent history of the Roman Empire.  In today's market world we often talk of the leading technology names, or...

Continue reading at CBOE Blogs →

Credit Risk? Interest-Rate Risk? Both Are Critical

| |
Investors often ask us which of the two primary bond market risks—interest rate or credit—they should focus on in 2017. Our answer? Both of them—and the interaction between the two.

Continue reading at AllianceBernstein →

Life After Beta: Are You Asking the Right Questions About Alternatives?

| |
Investors have had mixed experiences with alternative investments lately, as the market landscape has made it hard for managers’ skills to shine. It’s time to ask some pointed questions to get the right fit.

Continue reading at AllianceBernstein →

CMBX Volatility Continues as Two New Issues Hit the Market

| |
The CMBS new issuance market saw one conduit offering and one single-asset securitization price this week, amid Fed remarks that another rate hike may take place in the coming months. Led by a team from Barclays, UBS,...

Continue reading at Trepp Talk →