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Archives by Year:
GBP/USD Rally Next Week?
Next week is a big one for The Bank of England has a monetary policy announcement on the calendar and the market is pricing in an 89% chance of a rate hike. We’re not so sure that the BoE is ready to move especially given the recent weakness in retail sales, slowdown in CPI […]
Market Talk – Friday, October 27
The close of a healthy week and the Nikkei manages a close above the 22k figure. It has been flirting with the 22 handle all week and finally takes the YTD close above 15% and the 1yr to 27%. Initially, the rally was helped by the weaker Yen, which earlier was trading 114.20. This move […]
November Natural Gas Sinks Off The Board
November natural gas prices sank off the board today, with the contract falling almost 5% before expiring. Cash prices also sank significantly on the day. The result was that the most significant losses were at the front of the natural gas strip, though those losses carried along through much of the 2018 strip as well, […]
Bezos Beat Batters Bears But Bonds & Bullion Bounce
Overheard on CNBC today… “today we get proof this is not a bubble…” Video length: 00:02:44 Nope.. h/t @Stalingrad_Poor So Catalan secedes and Spain loses 22% of its GDP and still the Spanish stock market is outperforming the S&P in USD terms… Before we start – let’s take a quick look at today’s cross-asset-class moves – Stocks Up (well […]
ECB Announces Cuts To Bond-Buying Program: Why Did Markets Stay Calm?
Video Length: 00:06:35 On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Consulting Director Todd LaFountaine discussed the European Central Bank (ECB)’s recent announcement on changes to its bond-buying program. Draghi details scale-back of European economic stimulus program The bank announced Oct. 26 that it will cut the amount […]
ETFs To Gain On First Solar Q3 Earnings Beat
Leading U.S. solar-panel manufacturer First Solar (FSLR – Free Report) reported third-quarter 2017 results after the closing bell yesterday. The company beat our estimates on earnings and revenues and raised its earnings outlook for the year. Earnings per share came in at $1.95, which easily surpassed the Zacks Consensus Estimate of 85 cents and improved from the […]
Q3 Real GDP Per Capita: 2.34% Versus The 2.99% Headline Real GDP
The Advance Estimate for Q3 GDP came in at 3.0% (2.99% to two decimals), down from 3.1% in the Third Estimate of Q2 GDP. With a per-capita adjustment, the headline number is lower at 2.34% to two decimal points. Here is a chart of real GDP per capita growth since 1960. For this analysis, we’ve […]
$63 Trillion Of World Debt In One Visualization
If you add up all the money that national governments have borrowed, it tallies to a hefty $63 trillion. In an ideal situation, governments are just borrowing this money to cover short-term budget deficits or to finance mission critical projects. However, around the globe, countries have taken to the idea of running constant deficits as […]
Oil States
I was already short Oil States (OIS), but I added to it, because any energy-related stock that can manage to be down hard on a day when oil is roaring higher is a friend of mine.
USD/JPY Challenging The Highs
Dollar/yen jumped to the high end of the range thanks to the elections in Japan but struggled to make it over the critical line. What’s next for the pair? Rate decisions in Japan and in the US, as well as the NFP, provide an action-packed week. USD/JPY fundamental movers Japan’s elections, US GDP and Fed speculation Yellen will not continue at the […]
