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Archives by Year:
5 Charts On Chinese Inflation Trends
The August inflation numbers for China have just been released, so it’s a good opportunity to dust off a number of the Chinese inflation charts. The headline stats: CPI inflation was 1.8% y/y (1.7% expected, 1.4% previous) and PPI inflation was 6.3% (5.7% expected, 5.5% previous). Basically China’s August inflation numbers surprised to the upside, […]
The ‘Trickiest’ Thing For Today’s Macro Traders
You’d be forgiven for thinking that the chances of another Fed hike this year are about as good as the chances of Donald Trump deleting his Twitter account. After all, the incoming data between now and December is going to be rendered at best noisy and at worst meaningless by Harvey and Irma (the hurricanes, […]
Dividend Stocks To Watch – Week 36
It has been quite a calm week and several stocks I was watching last week are still on my watch list. Nevertheless there were some stocks which look quite attractive through the recent declines. Today I will have a quick look at the following three stocks: AT&T Verizon General Electric Please be aware that all […]
Gold Prices Overbought Into 2017 Highs – Broader Outlook Constructive
Fundamental Forecast for Gold: Bullish Gold at fresh yearly highs- pullback to offer favorable long-entries Gold prices rallied for a third consecutive week with the precious metal up 1.8% to trade at 1349 ahead of the New York close on Friday. The advance comes amid continued weakness in the greenback with the DXY dropping to levels not […]
Florida Utilities Prepare For Irma: 2 Stocks In Focus
Hurricane Irma, which is now a Category 3 storm,has been making its way toward Florida and southeastern United States after wrecking Caribbean Islands. The storm, one of the strongest Atlantic Ocean hurricanes ever recorded, is expected to make U.S. landfall this weekend. NextEra Energy Inc. (NEE – Free Report) : NextEra Energy provides retail and wholesale electricity […]
Exor Shares Not Reflecting The Run-Up In Fiat Chrysler
Exor, the holding company for the Agnelli family in Italy, has seen some major changes to its portfolio in recent years including the sale of commercial real estate broker Cushman and Wakefield and the purchase of reinsurer PartnerRe. The fortune of the Agnelli’s was made through Italian car manufacturer Fiat. Exor still owns 29.2% of […]
Still Hakuna Matata?
If “missing” inflation is the bane of central bankers’ existence in the post-crisis world, it’s simultaneously the best thing that ever happened to risk assets. Investors are starting to figure out that the best of all possible worlds these days is decent or even robust incoming growth data against a backdrop of still subdued inflation. […]
E Market Briefing For Monday, Sept. 11
Capital market bubbles superficially seem relieved by the series of great challenges, tragedies, and natural disasters swirling around but this may be a sort of temporary palliative. Clearly as the measure of Hurricane Irma gets a bit clearer, there should be little doubt that, besides being a ‘budget buster’ of course, it also portends stresses […]
