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Japanese Yen Looks To US PCE And Continuing Trade Developments

Japanese Yen Looks To US PCE And Continuing Trade Developments

JAPANESE YEN FUNDAMENTAL FORECAST: NEUTRAL Talking Points: Anti-risk Japanese Yen appreciated last week as sentiment soured amidst white house developments Domestic economic calendar docket lacking key event risks, the focus turns to external factors again Keep an eye out for the US PCE core release and reactions from nations to the tariff exemptions This past week was […]
U.S. Aerospace & Defense To Soar On Budget, Air Traffic

U.S. Aerospace & Defense To Soar On Budget, Air Traffic

The Trump presidency has been a major boon for the aerospace and defense industry, as can be seen from the industry’s stock market performance. Since the November 2016 election, stocks in the Zacks Aerospace & Defense sector rose +61.8%, handily outperforming the S&P 500 index’s +26.8% gain in the same time period. While the easy gains in […]
Silver Price Best Setup In Years & Update On Continued Meltdown In Stock Markets

Silver Price Best Setup In Years & Update On Continued Meltdown In Stock Markets

This update is by far one of the most important as the silver price setup is the best I have seen in years. According to the data, the silver price is by far in much better position to outperform gold when the precious metals market takes off. While most investors will be interested in what is […]
Global Markets Plummet On Fears Of Trade War Between US And China

Global Markets Plummet On Fears Of Trade War Between US And China

Global financial markets turned negative on fears about a global trade war, with Trump going on the offensive on Chinese goods. President Donald Trump announced on Thursday that he would impose tariffs worth US$ 50 billion on Chinese goods. The US markets were down by 5.7% for the week. The Chinese government also retaliated with its […]
Central Bank Bull Market Over

Central Bank Bull Market Over

The Central Bank Bull Market ended on January 26, 2018. The new bear market began the same day. It seems almost impossible to believe, but it was only nine trading days ago that the NASDAQ, the last holdout, was at its highest level in human history. What everyone’s waiting for, of course, is what happens on Monday. Will we bounce? Will […]
FV
                        Shift To Bear Market Script?

FV Shift To Bear Market Script?

What Drives A Bull Market?

What Drives A Bull Market?

In the end it isn’t about money printing, interest rates, who’s president, stock buy backs, PE ratio’s, etc. etc. It’s about whether a new technological advance is driving the bull, or low interest rates and money printing. I would argue that the 2002-2007 bull was driven by low interest rates and money printing, thus not […]
Trade Exemptions Won And Lost

Trade Exemptions Won And Lost

Retaliation threats, intense lobbying and an emphasis on alliances explain how some countries got steel exemptions. Please consider the messy process that explains How Some Countries Won U.S. Tariffs Exemptions while others didn’t. An hour before the global tariffs took effect, the White House released proclamations signed by President Donald Trump that temporarily exempted select countries from the […]
Silver Speculators Go Short – Which Is Extremely Bullish

Silver Speculators Go Short – Which Is Extremely Bullish

Friday’s commitment of traders (COT) report for gold and silver offered more of the same. Which is to say the gold futures action was boring and the silver action was strange and exciting. Starting with gold, the large speculators – who, remember, tend to be wrong at big turning points – got a little less […]
Oil Bulls Back In A Big Way As Prices Thrust Towards Three-Year Highs

Oil Bulls Back In A Big Way As Prices Thrust Towards Three-Year Highs

Fundamental Forecast for US Oil: Bullish US Crude Oil Price Outlook Bullish After Break Above Resistance. Crude Oil Bulls Turn Spotlight to Demand Ahead of Trade War Clarification. Trading USD Pairs? Our IG Client Sentiment follows traders’ positioning on key Dollar-pairs like EUR/USD, GBP/USD and USD/JPY. It was a strong week for Oil prices, led by gains on Tuesday and Wednesday that are holding […]