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Archives by Year:
Some Steel Sector Indicators
Here are some steel indicators which should give you pause for thought about national-security-rationalized tariffs. Output stable, real prices up. Figure 1: Raw steel production, 2012=100, Seasonally Adjusted (blue, left log scale), and Producer Price Index for Cold Rolled Steel Sheet and Strip, Jun 1982=100, Monthly, Not Seasonally Adjusted deflated by CPI less food and energy, […]
EUR/USD: A Close Above 1.2170 This Week A Trigger A Long Signal
The euro is looking for a new direction and may have chosen the upside. Will we see further gains? A lot depends on the close. Here is the view from SocGen: Here is their view, courtesy of eFXnews: Societe Generale Cross Asset Strategy Research discusses EUR/USD outlook and maintains the view that a close above 1.2170 […]
Sensex Opens 120 Points Lower; Bank & Metal Stocks Lead The Losses
Asian stock markets are lower in morning trade following news that Gary Cohn would resign as President Donald Trump’s top economic adviser after he lost a fight about tariffs. Cohn was one of several voices in the White House arguing against the planned tariffs on imports of steel and aluminum. The Nikkei 225 is off 0.19% while the Hang […]
Stocks To Trade: TSS, BVN, CNQ
Wednesday’s stock picks: Long Total System Services (TSS) Long Compania de Minas Buenaventura (BVN) Short Canadia Natural Resources (CNQ)
Trump Economic Adviser Cohn Quits
Gary Cohn to quit increases the possibility that the tariffs by Trump will be passed. Short USD/JPY? Last week, President Trump announced that United States will institute tariffs on steel and aluminum as early as this week. This sparked a sell-down in the stock market whereby Dow fell 3% and S&P 500 fell 2%. It […]
Gold Price Recovery May Fizzle As Gloomy Markets Bid Up US Dollar
Gold prices surged as the US Dollar fell for a fourth straight day, boosting the standby anti-fiat alternative. The move probably reflected the revival of the “monetary policy catch-up” narrative. This envisions the erosion of the greenback’s expected yield advantage as other central banks follow the Fed’s hawkish lead. The yellow metal got another push upward […]
Reaching The End Of The Red Zone With The S&P 500
From time to time, we take on the specific challenge of forecasting where the S&P 500 will over an extended period of time. That’s usually because of a limitation of our dividend futures-based forecasting model, where because we use historic stock prices as the base reference points from which we project future stock prices, we occasionally […]
Gold Rallies As Dollar Falls Sharply
Gold prices rose $14.58 an ounce on Tuesday as a sell-off in the U.S. dollar index prompted buying interest in the market. The dollar slumped after White House economic adviser Gary Cohn said he would resign. The uptick in volatility in global stock markets was also a supportive element for the precious metal. XAU/USD tested […]
USDCAD Daily Analysis – Wednesday, March 7
USDCAD stays above a bullish trend line on its 4-hour chart and remains in the uptrend from 1.2450. As long as the trend line support holds, the upside movement could be expected to continue and next target would be at 1.3100 area. Only a clear break below the trend line support could signal completion of […]
E Market Briefing For Wednesday, March 7
New market angina surrounding Gary Cohn’s resignation late Tuesday is emblematic of the turmoil we’ve projected and seen since late January’s repeated call for a serious S&P breakdown; followed by periods of effort trying to reorient the market (whether or not it became a full Spring rally); but definitely in our view NOT a time […]
