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Archives by Year:
“Quite A Landmark Moment” – US Yield Curve Tumbles Below Japan’s For First Time In 11 Years
The US Treasury curve has (infuriatingly for policymakers) refused to reflect any growth hype narrative at all, with the spread between 2Y and 10Y maturities back in the teens – for the first time since 2007. However, in what Deutsche Bank calls a “landmark moment” the US yield curve has tumbled back below the Japanese yield […]
Are Stocks Due For A “Wake Up” Call? These Charts Say “Yes”
While there are no guarantees in the markets… sometimes you get a significant “tell” from related assets. With that in mind, let’s take a look at some charts comparing various economic growth asset classes vs. the S&P 500. Take a look at Copper vs. the S&P 500: Here are industrial metals vs. the S&P 500. […]
Gold Juniors’ Q2’18 Fundamentals
The junior gold miners’ stocks have been thrashed in August, plummeting to brutal multi-year lows. Such carnage naturally left sentiment far more bearish than usual in this forsaken contrarian sector. But these extremely-battered gold-stock prices certainly aren’t justified fundamentally. Junior gold miners’ collective results from their just-completed Q2’18 earnings season prove their stock prices need […]
Australian Dollar Still Short Of Reasons To Buy Despite New PM
Fundamental Australian Dollar Forecast: Bearish AUSTRALIAN DOLLAR TALKING POINTS: The Australian Dollar was already choking on a toxic fundamental cocktail Last week added a dash of political turmoil which has abated somewhat with the appointment of a new Prime Minister Still, it’s hard to see the mixture looking any more appetizing in the short term. The Australian Dollar got a little boost […]
No Japan In Wyoming
It’s been a few years since Japan’s top central banker has been invited to Jackson Hole. The Kansas City branch of the Federal Reserve is today hosting the opening of its annual symposium. Typically, the introduction is given by the President of the KC Fed and then opening remarks from whoever is Chairman of the […]
Tableau’s Focus On Subscription Services Pays Off
According to a recent MarketandMarkets report, the global advanced data visualization products market is estimated to grow 11% annually to become a $3.2 billion industry by 2021. This is among the conservative estimates for the industry. Another report expects the market to grow 22% annually to $7.7 billion by 2023 from $1.9 billion in 2016. Recently, Tableau (NYSE: […]
Powell Pontificates, But Pulls His Punches As Predicted
In yesterday’s article, we highlighted the crosswinds impacting today’s speech by Fed Chairman Powell at the Jackson Hole Symposium, eventually concluding that, “Powell [should] maintain the same optimistic perspective he espoused at his Congressional testimony last month” (see “Is EUR/USD Rolling Over Ahead of Powell?” for more). As it turns out, this prediction was accurate, though the […]
A Gold Price Rebound Has Just Become Inevitable
Donald Trump Is the Reason the Gold Price Is Set to Increase Before the End of 2018 It’s coming. You may not be seeing its effects yet, but President Donald Trump—or rather, Special Prosecutor Robert Mueller—could make the gold price rise again. It might be wise to buy some gold now, while it’s trading at […]
“Bonds Ain’t Buyin’ It!”
Treasury yields have tumbled to 5-week lows as the S&P 500 spikes to record highs… And the 2s10s spread is now in the teens for the first time since Aug 2007… And Emerging Markets are taking a drubbing again (Argentina’s Peso plunged to a new record low). You decide.
This Week In Cryptocurrency – Friday, August 24
*Sad Trombone* Although not a dramatic drop-off like we’ve seen in previous weeks, the market remained relatively stagnant seeing slightly lower ‘lows’ throughout the week. This week, the entire market dipped just -0.04% on the heels of several Bitcoin ETF rejections (or were they reviews?) by the SEC. While some view anything but twenty percent […]
