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Archives by Year:
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now. Early Wednesday, Nomura’s Charlie McElligott called Tuesday’s macro “risk-off” narrative “#fakenews” on the way to noting the following about the inability of bonds to stage a convincing rally: I found the inability for USTs to meaningfully rally rather “telling”, especially as many have been anticipating the potential for a […]
Best Commodity ETFs Of Q3
Commodities’ weak performance continued in the third quarter, marking the longest losing streak in more than three years. The Bloomberg Commodity Index, which measures returns on 22 raw materials, declined 2.5%. This was largely due to a strong dollar, trade frictions and concerns over the Chinese demand outlook. Additionally, weakening economic growth in many parts […]
Bitcoin Lingers
With bitcoin down over 66% from its highs earlier in the year, it may sound pretty unbelievable, but the standard bearer of the crypto-currency space is still up over 50% on a y/y basis. That’s right, back in early October of 2017, bitcoin was trading at a price of just $4,283 compared to today’s price […]
Italy And The Euro – Unplugged
Why is it that Italy causes such a stir in financial markets when proposing a budget? Is it politics or is the stability of the financial system at stake? In our assessment, the best way to avert a crisis is to allow market forces to play out. Let me explain. We all “know” Italy is […]
WTI Tumbles On Biggest Crude Build In 19 Months
Modest overnight gains following API’s data have been erased as DOE reports a massive surprise (biggest since March 2017) crude build… “We’re right in the middle of refinery maintenance season and you’ll probably see a lot of demand coming offline”, says Michael Loewen, a commodities strategist at Scotiabank. “It might take a few market participants by surprise to see a […]
The Four Totally Bad Bear Recoveries; Where Is Today’s Market?
This chart series features an overlay of the Four Bad Bears in U.S. history since the equity market peak in 1929. They are: The Crash of 1929, which eventually ushered in the Great Depression, The Oil Embargo of 1973, which was followed by a vicious bout of stagflation, The Tech Bubble crash and, The Financial Crisis following the record high in […]
General Motors Rises On Autonomous Vehicle Partnership With Honda
Shares of General Motors (GM) are rising after the company announced a partnership with Honda (HMC) to build a new autonomous vehicle. AUTONOMOUS VEHICLE PARTNERSHIP: On Wednesday, Cruise and GM announced that they partnered with Honda to work towards large-scale deployment of autonomous vehicle technology. Honda will work jointly with Cruise and General Motors to […]
Delta Air Lines Q3 Earnings Preview: What To Expect
Delta Air Lines (DAL – Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2018. This widely-known consensus outlook gives a good sense of the company’s earnings picture, but how the actual results compare to these estimates is a powerful factor that could […]
4.1% GDP Growth Expected Because Of Inventory Investment
Update On Canadian Trade Deal The trade deal with Canada wasn’t substantially different from the Trans-Pacific Partnership because, under the USMCA, American dairy producers get access to 3.59% of Canada’s dairy market which is only slightly better than the 3.25% they would have gotten from the TPP. The $70 million benefit is the equivalent of […]
Eurozone Real Retail Sales Miss Again
Last night, data was released for Eurozone Real Retail Sales. For the 7th month in a row, the indicator missed economist estimates. This is the second longest streak of misses since 2007 when the indicator missed for 9 straight months ending in December 2007. Sales reported for August were down -0.2% versus estimates of a gain […]
