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Archives by Year:
Weekly Wrap: The Bond Market Isn’t Buying The Booming Economy Narrative
This week was again all about the trade war heating up between China and the US as well as internal political tensions as the Senate voted to reinstate the ban on ZTE sales, a clear challenge to President Trump. That led to a spike in CBOE S&P 500 Volatility Index (VIX) futures early in the […]
Sentiment Shows A Market Struggle Ahead
MON Sector Strength – TUE Rates – WED Medium-Term – THU Commodities Currencies – FRI Sentiment – SAT Longer-Term The Short-Term Trend The short-term downtrend continues with the PMO Index down again today. I’ll leave it at that until tomorrow morning. Sentiment The Investor’s Intelligence Newsletter Sentiment Survey is showing about 52% bulls (down from 55% bulls) […]
Upcoming Earnings Reports To Watch: BBBY, WBA, NKE
Stocks continued to ebb and flow on the back of international trade news this week, with other major headlines—including a Supreme Court decision that could affect the tax practices of e-commerce companies—also moving markets in the past few days. Meanwhile, earnings reports from Micron MU and Kroger KR grabbed some attention as bullish investors continue to trust in economic […]
German SPD Said Preparing For New Elections, Euro Slides
With just over a week left on Angela Merkel’s CSU ultimatum to resolve the German “refugee” problem in a manner that is satisfactory to her populist coalition partner Horst Seehofer (and who famously said recently that he “can’t work with that woman anymore“) and that sees an EU agreement that sends migrants back to their originating European […]
Markets Dip (And Then Rebound) Amid Trade War Tensions
Global markets were mostly down for the week amid concerns of an intensifying trade war. Markets broke their losing streak and rebounded a little bit on Wednesday as Federal Reserve Chairman Jerome Powell signaled strength in the economy when he laid out a path for continued rate raises. In the S&P 500, only the Real […]
Will Disney’s Epic Buyout Of Fox Mark The End Of The Everything Bubble?
As bubbles expand and hot money starts burning holes in corporate pockets, merger and acquisition deal terms begin to leave reality behind. Often one deal of such breathtaking size, scope and hubris is struck that — in retrospect — heralds the end of the era. The junk bond bubble of the 1980’s, for instance, hit […]
E Federal Reserve And Long-Term Debt – Warning!
Won’t somebody please say something different about the Federal Reserve? Or nothing at all? It seems amazing to me that we are so studiously focused on comments, statements, or actions emanating from the Fed. It is as if think we expect to find a morsel of truth that will give us special insight or a […]
IPOs Are Heating Up Once Again
A few big-name companies have grabbed the lion’s share of the IPO limelight so far this year, including major tech players Spotify SPOT and Dropbox DBX. Meanwhile, some investors might have missed just how busy 2018 has been, in fact, June could end up being the busiest month of initial public offerings in three years. Recent IPOs Many […]
Yuan Weakness To Persist On RRR Cut Bets, Trade War; Equity Losses May Ease
Fundamental Forecast for CNH: Bearish US-China trade war could continue to drag down the Yuan and Chinese equities. A reserve requirement ratio cut could weaken the Yuan but benefit Chinese equities. Chinese regulators may leave the Yuan falling when it continues, while support equities. Both the Chinese Yuan and Chinese equities tumbled this week: the offshore Yuan (CNH) […]
