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Archives by Year:
‘Boiling Frogs, Rising Yields’: 10-Year Yield Hits Highest Level Since April 2014
On Sunday evening we noted that this is set to be an “interesting” week for bond traders who are staring down a veritable minefield of potentially market-moving events including PCE, ECI, a Fed meeting, a Treasury refunding announcement, and the jobs report. You can read all the super-exciting details here (although I guess that characterization depends on […]
What Everyone Is Missing About The US Tax Cuts
The changes to US taxes that were approved late last year have drawn acclaim and criticism, but in most cases, both those who view the tax changes positively and those who view the tax changes negatively are missing two important points. Most criticism of the tax changes boils down to one of three issues. The first […]
Treasury Yields Are Blowing Out, Slowing Dollar Plunge
The recent frantic moves in Treasury’s and the dollar continued on Monday as we enter what is set to be a juggernaut of a “rollercoaster week”, and while the dollar collapse seems to have slowed, for now, this is as a result of an acceleration in the Treasury selloff, with 10Y yields blowing out to […]
GBP/USD Tumbles As Internal Politics Take Over From External Politics
The British pound was the biggest winner against the dollar last week. The greenback plunged amid comments endorsing a weak dollar by US Treasury Secretary Steven Mnuchin. Sterling played a game of catch-up with other currencies and also enjoyed a positive comment from French President Emmanuel Macron that hinted towards a softer Brexit deal. Well, […]
Indian Indices Close At Record Highs; Maruti Up By 4%
After opening the day in green, share markets in India witnessed positive trading activity throughout the day and ended the day on a strong note. Gains were seen across most sectors with stocks in the auto sector and stocks in the IT sector, leading the gains. At the closing bell, the BSE Sensex stood higher by 233 points (up 0.7%) and the NSE Nifty closed […]
Magyar Telecom Transmits Good Voice, Data, Electricity, & Gas
This week my Safari portfolio seeks a company in the communication services sector. That sector has companies that connect us electronically in either of two ways: telecommunications, or pay TV. Today I’m reviewing a telecom company named Magyar Telecom Telecommunications Public Limited Company It’s trading ticker symbol is MYTAY. Magyar Telecom PLC is one of […]
Monday’s Market Magic Trick – Rising Without The Fed?
This is the most important chart in the World: It illustrates the $2Tn “taper” that is about to take place and is, in fact, taking place right now and projected to accelerate rapidly into 2019 at which point (gasp!) Central Banks will become net sellers of assets and there is NO WAY that doesn’t depress […]
All The Major Asset Classes Scored Gains Last Week
It was a clean sweep. Every one of the major asset classes posted an increase last week, based on a set of exchange-traded products. The gains, a sign of heightened optimism, mark the first across-the-board advances on a calendar-week basis since last November. Emerging-markets stocks topped the winner’s list for a second week in a row. Vanguard […]
Forex Strength And Comparison Week 5 / 2018
In the Currency Strength table, the CHF was the strongest currency while the USD was the weakest. There were some significant changes last week with the CHF gaining 5 points while the EUR and GBP lost 2 points. On a week-to-week basis, the CHF and AUD showed a very good performance and to a lesser […]
Above The 40 – The S&P 500 Rolls Over Dollar’s Speed Bump
AT40 = 67.0% of stocks are trading above their respective 40-day moving averages (DMAs)AT200 = 65.2% of stocks are trading above their respective 200DMAs (a TEN MONTH HIGH)VIX = 11.1Short-term Trading Call: bullish Commentary Once again the stock market was only able to maintain overbought trading conditions for 1 day. At the onset of the last overbought period, I […]
