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Archives by Year:
What Inflation Means To You: Inside The Consumer Price Index – Friday, August 10
Note: The charts in this commentary have been updated to include this morning’s Consumer Price Index news release. Back in 2010, the Fed justified its aggressive monetary policy “to promote a stronger pace of economic recovery and to help ensure that inflation, over time, is at levels consistent with its mandate” (full text). In effect, the Fed has […]
Equity Forecast For Dow, S&P 500, DAX And FTSE For Next Week
S&P, Dow, DAX, FTSE Talking Points: – S&P 500 Price Analysis: Wary as Highs Near, Dow Struggles to Keep Up. – Dow Pulls Back From Five-Month Highs Ahead of US Inflation. RISK AVERSION BEGINS TO REAR ITS HEAD IN GLOBAL STOCKS Risk aversion showed up in global markets in the latter portion of this week, and that theme appeared […]
S&P 500 Fails To Reach New Record
Stocks Flat Again The S&P 500 has been within 1% of its record high for a few days. It still couldn’t break out on Thursday. It was down 0.14%. The Nasdaq was up 0.24% which means it extended its winning streak to 8 days which is its longest streak since October. Amazon stock was up […]
Top And Bottom Line Beat Rates Strong But Down A Bit From Prior Quarters
More than 2,000 companies have now reported their Q2 earnings results, and as we show below, 65.6% of companies have beaten bottom-line consensus analyst EPS estimates. The 65.6% EPS beat rate this season is above the average of just over 60% that we’ve seen going back to 1999, but it’s definitely down from the stronger […]
The Canadian Dollar Rose On Friday After Positive Job Data
The Canadian dollar rose against its major counterparts in the European session on Friday, as the economy created more jobs than expected in July, while unemployment fell. Data from Canada’s statistics showed that employment rose by 54,100 jobs in July, after adding 31,800 jobs in June. Economists had expected job growth of up to 17,000. […]
Big US Stocks’ Q2’18 Fundamentals
The mega-cap stocks that dominate the US markets are just finishing another monster earnings season. It wasn’t just profits that soared under Republicans’ big corporate tax cuts, but sales surged too. That’s no mean feat for massive mature companies, but sustained growth at this torrid pace is impossible. So peak-earnings fears continue to mount while […]
Crude Oil Price Drops For Sixth Straight Week, Most In 3 Years
Fundamental Forecast for USOIL: Neutral Talking Points: The ONE Thing: Escalating tensions between China and the United States continue to weigh on prospects of global demand for crude at the same time supply is returning to the market… Six straight weekly losses would account for the longest losing streak in oil in three years Per BHI, U.S. […]
July Dividend Income Summary
Another month down. July is always a fun month because it is my birthday month! This year, I finally entered my final year in my 20s and will be enjoying this victory lap before I enter my 30s. The market was interesting this month and there were several weeks where there weren’t any investment opportunities […]
The Various Prices Of Gold Pointing Higher
Let’s take a look at gold priced in oil (WTI Crude), the Dow and US dollars: Above, is gold priced in oil from 1983 to now. Price has moved in a large channel before it broke out at the end of 2014. This is really significant given the importance of oil in the current monetary […]
