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Archives by Year:
Mexico Erosion Continues
Via the symbol EWW, we can see how badly Mexico has lagged the rest of the new-highs-every-day world of equities… Taking the longer-term view, you can see a trendline going back nearly twenty years has been broken by this action, and I suspect Mexico is already in trouble. If heaven forbids, you get a general global downturn in […]
Departing German finance minister warns of global financial crisis
Wolfgang Schäuble, who is set to leave his post as Germany’s finance minister this month, has warned of increasing risks to the global economy that could lead to another financial crisis. In an interview with the Financial Times, the German politician said central banks’ post-crisis policies have created a danger of “new bubbles”. Schäuble said […]
September 2017 CBO Monthly Budget Review: Deficit $82 Billion Greater Than Fiscal Year 2016
from the Congressional Budget Office The federal government ran a budget deficit of $668 billion in fiscal year 2017, CBO estimates – $82 billion greater than the previous year’s shortfall. The Treasury Department will report the actual deficit for the year later this month. The federal government ran a budget deficit of $668 billion in […]
Missing The Forest For The Trees: Why Valuation Matters
You can’t see the forest for the trees: It’s a saying as old as time. The thinking goes that you’re so focused on a few things in front of you that you can’t take a step back and see the bigger picture. In 2017, the trees are U.S. equities—and make no mistake, they’re giant ones, […]
Secular Trends In Employment: Goods Producing Versus Services Providing
The Department of Labor has monthly data on employment by industry categories reaching back to 1939. At the highest level, all jobs are categorized in either Service-Providing Industries or Goods Producing Industries. The adjacent chart illustrates the ratio of the two since 1939. The latest monthly employment report showed a loss of 33K nonfarm payrolls, […]
Dutch Central Bank Warns Of Market Calm Before The Storm
With one foot out of the door of Germany’s finance ministry, the former head of the German economy, Wolfgang Schäuble, 75, delivered a fire and brimstone warning over the weekend, telling the FT in an interview that there was a danger of “new bubbles” forming due to the trillions of dollars that central banks have pumped into […]
Forget Teva, Buy These 5 Drug Stocks Instead
Israel-based generic drug maker, Teva Pharmaceutical Industries Limited (TEVA – Free Report) , saw its shares decline 9.4% last week with the company suffering a fresh setback in the form of FDA approval of a generic version of the company’s top-selling branded drug, Copaxone (multiple sclerosis). Mylan NV (MYL – Free Report) gained FDA approval for its generic version […]
Markets: Winter Is Coming
I can’t remember the last time I saw a negative number for the monthly Non-farm Payroll Report. Yet that is exactly what we got for September. It was the worst employment report in many years. As I predicted in this space, the report had “hurricane” written all over it. Making matters worse is the fact that […]
Ongoing Dryness Vs. Yield Reports Has The Crop Ideas Little Changed
Market Analysis Despite this year’s late-season dryness continuing across much of the Eastern US (except Florida) over the past 4-6 weeks, early season soybean and corn yields from the ECB have been better-than-expected limiting much change on the upcoming USDA US corn and soybean crop revisions on October 12. Last month’s slightly smaller final corn […]
E October Has Been A Solid Month
As reported by Ryan Vlaststelica in MarketWatch.com, a “set it and forget it” strategy has paid off for investors. The third quarter was another winner across the economy, with basically all regions, sectors, commodities, and bond categories seeing gains over the period. For the U.S. stock market, the quarter was merely the latest notch on […]
