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Archives by Year:
Central Banks Put A Safety Net Under Financial Markets
Most early business cycle indicators suggest that the global economy is pretty much roaring ahead. Production and employment are rising. Firms keep investing and show decent profits. International trade is expanding. Credit is easy to obtain. Stock prices keep moving up to ever higher levels. All seems to be well. Or does it? Unfortunately, the […]
Enanta Pharmaceuticals – Chart Of The Day
The Chart of the Day belongs to Enanta Pharmaceutical (ENTA).I found the biotechnology stock by using Barchart to sort today’s Top Stocks to Own list first by the highest Weighted Alpha, then I used the Flipchart feature to review the charts of consistent price appreciation. Since the Trend Spotter signaled a buy on 12/13 the stock gained 44.83%. Enanta Pharmaceuticals, Inc. […]
Market Talk – Friday, January 26
Following President Trump’s correction of Steve Mnuchin’s currency comments the currency markets experienced wild swings just ahead of the Asian trading session. The ASX opened weaker, hitting the days lows in early trading and then spent the rest of the day trying to make-up lost ground. Nikkei and Hang Seng opened better but on the […]
Stocks Storm To Best Start Since 1987 Amid Dollar-Devastation
After that week, we suspect more than a few FX traders feel the same way… Let’s get a little context before we start – this is the most overbought (by a bloody mile) that US equities have ever been… And…98% of global equity markets trading above 50 & 200 day moving averages. This is the […]
Nowcast Ends With 3.9% 4th-Quarter GDP Forecast, 1st Quarter At 3.1%
Nowcast does its final forecast on the day GDP comes out. It concludes it’s 4th-quarter forecast at 3.9%. The final Nowcast estimate for 4th quarter GDP is an anticlimactic 3.9% today vs. the actual BEA estimate of 2.6%. The forecast for the first quarter is 3.1%. Nowcast First-Quarter GDP Estimate Note that today’s GDP report did not […]
Bitcoin Passes The Torch To Altcoins
Bitcoin… For the vast majority of people, this original coin has long been synonymous with cryptocurrency. Indeed, bitcoin was basically the only game in town until recently. As you can see from the chart below, bitcoin accounted for roughly 85% of the crypto market one year ago. Today, bitcoin makes up only 34% of the […]
GSAM: No Recession In Sight, Stay Bullish
On Thursday, I had the pleasure of returning to the New York Stock Exchange for the second time in a week. Last Tuesday was for opening bell and this time it was closing bell with the Aussies ringing the bell for Australia Day. Thanks to Goldman Sachs Asset Management (GSAM) for the invite and their […]
Emerging Markets: What Changed – Friday, Jan. 26
(from my colleague Dr. Win Thin) In the EM equity space as measured by MSCI, Brazil (+7.0%), Turkey (+5.3%), and Colombia (+5.1%) have outperformed this week, while Egypt (-1.3%), Poland (-0.2%), and Taiwan (-0.2%) have underperformed. To put this in better context, MSCI EM rose 3.0% this week while MSCI DM rose 1.4%. In the […]
The U.S. Economy Keeps Growing
The Bureau of Economic Analysis announced today that U.S. real GDP grew at a 2.6% annual rate in the fourth quarter. That is better than the 2.2% we’ve seen on average since the Great Recession ended in 2009, though below the historical average growth rate for the U.S. economy of 3.1%. Real GDP growth at an annual […]
Davidson On The Dollar And Equities
“Davidson” submits: The US$(US Dollar) has been much in the news. How it is priced in the context of global currencies impacts investors in every country as it impacts trade flows, commodity prices and relative prices of global assets and underlying returns. The current discussion of a weakening US$ as somehow being ‘bad for investing’ […]
