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Archives by Year:
Dollar Index Head-And-Shoulders Pattern In Play After Weak Inflation Data
With three central bank meetings on the schedule today (see my colleague Fawad Razaqzada’s reports from earlier today for previews and recaps of the BOE, ECB, and CBRT meetings) , FX traders have been understandably focused away from the world’s reserve currency. However, dollar bulls who were keyed in on this week’s inflation data were no doubt disappointed. After last […]
CPI-U +0.2%, Core +0.1%: Medical Care And Shelter Components Wildly Understated
The CPI came in under expectations across the board. I question shelter and medical components. The Econoday consensus estimates for CPI were 0.3% for CPI-U, 0.2% for the core CPI, and +2.8% year-over-year. Econoday Comments Contraction in medical costs and apparel and only a marginal increase in food all held down consumer prices in August. Consumer prices […]
Money Is A Human Invention, And Its Being Reinvented Before Our Very Eyes
Professional critics of cryptocurrencies need to re-learn their history One of the most absurd statements I’ve ever heard about cryptocurrencies came from one of the world’s foremost bankers. The head of the Bank of International Settlements, Agustín Carstens, was quoted as saying: “Young people should use their many talents and skills for innovation, not reinventing […]
DXY Index At Critical Juncture Following BOE, ECB Meetings
The US Dollar (via the DXY Index) has come under a good deal of pressure this week, threatening to post its fourth consecutive losing day and sixth out of seven overall. Economic data, central bank decisions, and global trade war tensions have all been at the forefront today, to the US Dollar’s detriment. This morning’s […]
Why This Generalist Analysis Is Paying Attention To Gold Now
Mike Larson, Editor of The Safe Money Report usually talks about major markets and opportunities he sees but in an upcoming talk he is focusing on gold. We discuss why gold is now catching his eye and what he thinks it will take to get the price sustainability moving higher. (Audio length 00:13:46)
Strong Demand For 30Y Treasurys In Week’s Final Auction
Just like yesterday’s 10Y auction, which priced only a few basis points away from the August high yield, so moments ago the week’s final auction, a 30 Year reopening of Cusip SD1 priced just barely away from the August auction, stopping at 3.088%, on the screws with the 3.088% When Issued, and 0.2bps lower than […]
What Inflation Means To You: Inside The CPI
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 been trying to increase inflation, operating at the macro level. But what does inflation mean […]
Record High Small Business Sentiment
Record High Small Business Optimism The NFIB small business optimism index was up from 107.9 in July to 108.8 in August. It beat the consensus for 108.1 and the high end of the range which was 108.5. This was the highest reading in the 45-year history of the report. You can see in the first […]
Apple: Bigger, Faster, Pricier
Apple’s (Nasdaq:AAPL) big day is now over for 2018. And the verdicts are rolling in. On September 12, Apple announced a host of new products and updates including: the iPhone Xs, Xs Max, Xr, and Apple Watch Series 4. In essence: Top Oppenheimer analyst Andrew Uerkwitz (Profile & Recommendations) has just released a report reviewing […]
4 Mid-Cap Stocks To Buy Amid Rising Geopolitical Tensions
Markets are expected to remain turbulent due to investors’ concerns over the consequences of President Donald Trump’s protectionist trade policies, China’s plan to put sanctions on America and the impending U.S. sanctions on Iranian oil. However, instead of staying away from the stock market, betting on stocks that have been faring well despite these concerns […]
