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Archives by Year:
Will International Stocks Outperform U.S. Equities?
In this article, we’ll question the narrative that you must go overweight US stocks relative to international equities. The sentiment has shifted dramatically as investors have gone from expecting mediocre returns from US stocks along with worrying about the end of the cycle, to now expecting new record highs. To be clear, even though investors […]
Running On Empty
We would like to introduce you to Sam and his finances. Currently, Sam does well for himself, earning $100,000 a year. Sam loves the good life, and to maintain it he consistently spends more than he earns. To fund this continual budget shortfall, he borrows money. The graph below shows his rising income (green) and […]
Tech, Consumer Discretionary Sectors Leading US Stocks This Year
Shares of technology and consumer discretionary companies are dominating this year’s horse race for US sector returns, based on a set of exchange-traded funds (ETFs). Both slices of the US equity market are neck and neck through yesterday’s close (August 28) for year-to-date performance, posting results that are well ahead of the other sectors. After […]
Bitcoin Daily Forecast – Wednesday, August 29
BTC/USD The bitcoin market rallied again during the day on Tuesday, breaking above the $7000 level. This was a very good sign, and it did clear the shooting star from last week. Now we are challenging a shooting star that sits at the $7000 level, and that, of course, could cause some resistance. However, the […]
Lackluster U.S. GDP To Keep EUR/USD Rate Afloat
Updates to the 2Q U.S. Gross Domestic Product (GDP) report may produce headwinds for the dollar as the growth rate is now expected to increase 4.0% versus an initial forecast for a 4.1% print. A marked downward revision in the GDP figure may impact the monetary policy outlook as signs of a less robust economy […]
E Markets: Flat
The world isn’t flat but it’s easy to look at pictures and think its true. The lesson being that where you observe things matters to how you interpret them. If you look at macro – nothing happened today – if you look at stocks there was a modest take-profit shift driving more risk-off than the […]
Morning Call For Wednesday, August 29
Overnight Markets And News Sep E-mini S&Ps (ESU18 +0.04%) this morning are up +0.01% in quiet trade and rose on optimism that a U.S./Canada trade deal can be reached after the Globe reported that Canada was said to be ready to make concessions on dairy for compromises in other areas. European stocks are down -0.12% and […]
Turkish Lira Tumbles As Central Bank Intervention Fails
The Turkey’s lira tumbled as much as 3% against the dollar, making it the worst performing currency in the world, and extending its slump to a third day after the central bank announced it double banks’ borrowing limit for overnight transactions at the interbank money market – effectively tightening liquidity by ending the unrestricted funding […]
What’s Next For The Dollar Index?
In 2017, the dollar index fell as the dollar weakened against its closest peers. Most of these losses came as a result of the euro which rose buoyed by the strong European economy. This year, the cycle has changed in favor of the dollar. Year-to-date, the dollar index has risen by more than 4%. These […]
Venezuela Implodes, Neighbors Suffer
Last week Venezuela devalued its currency, the bolivar, by 95%, cutting five zeros off the exchange rate. This measure was a desperate response to hyperinflation that reached an astonishing rate of 83,000% YoY in July, with prices doubling every 26 days. The IMF has projected the rate could reach one million percent this year. Cash transactions […]
