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Archives by Year:
Give The Fed Credit For The Boom (And The Inevitable Bust)
The broader U.S. market has finally recovered from its late January meltdown. Indeed, most sectors have gone on to reach all-time highs. On the flip side, a number of influential segments and sub-segments are still laboring. For instance, the Financial Select Sector SPDR (XLF) remains roughly 5% below its January peak. Theoretically, financial stocks should […]
Top 5 Charts Of The Week – Thursday, Sept. 27
In this video we run through the free weekly email newsletter “The Top 5 Charts of the Week” and add a bit of extra comments and context. It’s a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts. This week we look at the following […]
How Are Median Americans Doing?
What makes economics more frustrating than investing is that the truth is never completely settled. When you buy a stock with the plan to hold it for 5 years, the price in 5 years is guaranteed to tell you whether it was a good investment or not. Economic analysis is never complete because there will […]
GoPro: It’s Time To Capture Upside
There is no denying that it has been a rocky road for GoPro (GPRO). The action-camera maker has seen shares plunge 40% in the last year- and has largely fallen off the investor radar. But now there is a glimmer of hope on the horizon. Top-rated Oppenheimer analyst Andrew Uerkwitz (Track Record & Ratings) has […]
Bank ETFs In Focus As Rates Rise
The two-day Federal Reserve Open Market Committee (FOMC) meeting has started on Sep 25. Per the CME Group FedWatch Tool, the odds of a rate hike are 94%, which will be the eighth-rate hike since December 2015. The popular Financial Select Sector SPDR Fund (XLF – Free Report) had inflows of $995 million over the past week (as of Sep […]
India & The Emerging Market Crisis
India’s financial markets are in the throes of this Emerging Market crisis. The Mumbai-based Infrastructure Leasing & Financial Services (IL&FS) is an over 30-year-old infrastructure lending giant that claims to have helped develop and finance projects worth $25 billion in Asia’s fastest-growing economy. The company recently defaulted on debt payments because it ran out of cash. […]
E Market Briefing For Thursday, Sept. 27
S&P head-fakes were hilarious as just removal of the ‘accommodation’ sentence from the Fed’s ‘Statement’ should have outlined the era’s shift. It is a transition that’s been going on for many months, but ignored or even a bit fought, by money managers trying to pretend everything’s copacetic. I’ve done my best to warn of this complacency; […]
AUD/USD Daily Analysis – Thursday, Sept. 27
AUD/USD is facing 0.7236 support, a breakdown below this level would indicate that the upside movement from 0.7085 had completed at 0.7314 already, then further decline to 1.7150 area could be seen. On the upside, as long as 0.7236 support holds, the upside movement could be expected to resume, and one more rise towards 0.7350 […]
Europe’s Alternative To SWIFT: Another Nail In The Dollar’s Coffin
The Wall Street Journal reports that Europe has agreed to develop an alternative to the SWIFT payments system to facilitate trade with Iran. The European Union’s announcement that it would establish a special payments channel to maintain economic ties with Iran sent a clear message to Tehran and Washington: Europe is intent on trying to […]
How Venezuela’s National Cryptocurrency Is Working
Venezuela has suffered from egregious economic issues for decades. Hospitals lack necessary supplies, people are struggling to find each meal, and the national currency—the bolivar—lost 96 percent of its value in 2017. In an effort to combat Venezuela’s dire situation, its government became the first country in the world to implement a national cryptocurrency (and declare it […]
