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Archives by Year:
October Labor Report: Effects On Workers & Investors
The declining job creation growth from 2015-2017 on a year over year basis caused fear because it implies the labor market cycle is nearing its end. However, those fears have been abated in 2018. The October report showed 250,000 jobs added which beat estimates for 190,000. The September report was revised down from 134,000 to […]
Major Mid-November Cold Shot Sends Natural Gas Flying
One of the largest weekend heating demand expectation additions in recent memory shot the front of the natural gas futures curve far higher this morning, with the December contract gapping massively up last evening and settling up over 8.5% on the day. Our Morning Update for clients showed a massive increase in Gas Weighted Degree […]
The Latest Look At The Total Return Roller Coaster – Monday, Nov. 5
Note: We’ve updated the charts below based on monthly data through October. Here’s an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted […]
The Bite Of Bond Bears
My bearish-on-bonds disposition has remain unaltered all year, and recent activity is pushing us toward what could be an important next step. Of course, the really big step is already done: that is, the break of the long-term uptrend. The next phase of this nascent bear market would be for TLT to break its horizontal support line at 111.12, which is […]
America’s Largest Bridal-Chain Prepares For Bankruptcy After Skipped Debt Payment
After missing an October interest payment on $270 million in unsecured notes, America’s largest bridal-chain is making preparations to file bankruptcy if they can’t reach an out-of-court deal with creditors, according to Bloomberg, citing people with knowledge of the matter. At issue is an overall debt load of around $760 million which carries a pre-negotiated restructuring plan. The […]
Need To Hedge Rate Risk?
By now it’s plainly evident that interest rates are in an uptrend. The yield on the 30-year Treasury bond has ticked up 62 basis points over the last 12 months, a 22 percent ascent. That hurt a lot of unhedged portfolios. And what of hedged assets? Well, some have fared better than others. Now, nobody […]
Agriculture Markets Report – Monday, Nov. 5
(Video length 00:10:10) A review of the day’s trading in the agriculture markets.
Here’s What Looms On Election Eve
Video Length: 00:15:00 Stocks diverge today in pre-election trading. The monsters of tech were sent lower today while financials bounced on the Berkshire Hathaway earnings. Here’s what you need to know before tomorrow’s crucial election on how it may impact stocks for the rest of the week…
Booking Holdings Jumps Despite Earnings Miss
CNBC’s Seema Mody reports on Booking Holdings EPS miss.
Market Talk – Monday, Nov. 5
Asian markets were a little concerned of the afternoon sell-off the US markets experienced Friday and so were a little hesitant to find their own feet to open the week. Obviously, the media has worked everybody up into a frenzy ahead of Tuesdays US Midterm elections. In China President Xi Jin ping opened the China […]
