Economic Barometer

Hedge Fund Manager Having Bad Case of Déjà vu

March 18, 2015 PJ Moore Economic Barometer

Andy Redleaf, CEO of Whitebox Advisors, sent an internal memo last Sunday expressing worry that he sees signs of another crash on the offing, similar to that of 2007. The memo, which was obtained by CNBC.com, quotes Redleaf as saying: “I think it is a truly scary time.” Whitebox manages $4.2 billion in assets. Specifically, […]

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Andy Redleaf, market crash, Whitebox Advisors,

Fund Guru Odey Warns Against China Dependence and Coming Recession

March 9, 2015 Debbie Jacobs Economic Barometer

Crispin Odey, one of the world’s most respected hedge fund managers expressed concern that economies that depend on China for their income are on the path towards recession. He further cautioned that central banks will not be able to save these economies since their supply of policy tactics have already been played out. Odey is […]

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Australia, China, Crispin Odey, recession, short positions,

Stop Worrying about Leveraged ETFs, Say Feds

February 12, 2015 James Heinsman Economic Barometer

Many in the market have had concerns that leveraged exchange fund trades could create market volatility – a new study explains that these concerns are misplaced. As two Federal Reserve Board economists explain, capital flows actually reduce the need for ETFs to buy and sell assets to match movements that are happening in benchmark indexes. […]

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Gold Gains Favor with Hedge Funds

February 2, 2015 James Heinsman Economic Barometer

Gold’s allure is growing as hedge fund managers look with caution to slowing European and Asian economies, which in turn can freeze US economic growth. Investors are turning to gold by the droves, with an 80 percent increase in their net-long position this year over last year. In addition, the economy’s growth during last year’s […]

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Intercontinental Exchange Notes Bets on Oil Prices Down

July 21, 2014 Marcus Black Economic Barometer

Investors, hedge funds and other large speculators have cut their bets on higher prices for Brent crude oil by close to 25 percent during the week ending on July 15, according to an announcement made by ICE. Prices shrunk to their lowest point in three months. ICE declared that managers lowered their net long futures […]

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Brent Crude Oil, Hedge Funds, ICE, NYMEX,

As Temperatures Drop Hedge Funds Bet on Natural Gas

February 10, 2014 James Heinsman Economic Barometer

Much of the United States has been suffering through a long, cold winter, with the end still months away. Natural gas, a prime fuel for heating households has been flowing at record rates to cope with what some are saying was the coldest winter since 1990, the year gas futures came into being. Speculation that […]

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Bentek Energy, BNP Paribas, Brison Bicerton, cold, Eric Bass,

As Economy Recovers Managers Withdraw Gold Bets

November 14, 2013 James Heinsman Economic Barometer

Predicting that the Federal Reserve will be reducing stimulus activity to the economy, hedge fund managers have been lowering their bullish bets on gold. Last week managers added the highest number of short contracts in a month, and stakes in commodities fell the most since April. During the week ending November 5th the total amount […]

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Commodities, Economy, Federal Reserve, Gold,

Investing in Gold as a Hedge Against Inflation

October 27, 2013 Debbie Jacobs Economic Barometer

As the economy begins to show positive signs of pulling out of its long recession, including lower unemployment figures, lower deficit spending, and increased revenues, there is a concern that inflation can take a bite out of the economic turnaround. Gold, in the form of coins and bullion, has been a traditional way for investors […]

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Gold, Investment,

Gold Gains After Remarks from Bernanke

July 16, 2013 PJ Moore Economic Barometer

Hedge funds continued to pour money into gold for the second straight week as Federal Reserve Chairman Ben S. Bernanke quashed expectations of a tapering of stimulus soon.  Futures had their steepest rise since 2011. Investors added to their net-long position by 4.1 percent to 35,691 futures and options, data for July 9 shows. On […]

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Ben S. Bernanke, Federal Reserve, Gold,

Hedge Funds Reducing Gold Exposure

June 24, 2013 Debbie Jacobs Economic Barometer

The Federal Reserve’s announcement that it will reduce stimulus activity, combined with the recent slip in the value of exchange-traded products sent hedge funds to cut their bets on gold. It is the largest reduction in gold exposure since last February, lowering investor net-long positions by 29 percent, down to 38,951 futures and options by […]

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Ben S. Bernanke, Federal Reserve, Gold,

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