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Archives by Year:
Have We Reached The EM Inflection Point?
Following a long wait, 2017 was the year that being a globally diversified investor finally seemed to pay off. The MSCI ACWI ex USA Index beat the S&P 500 by more than 500 basis points (bps), outperforming for the first time since 2012. Many wondered if the baton was finally being passed to the international markets—after a decade of lagging […]
Morning Call For Thursday, Nov. 15
Overnight Markets And News Dec E-mini S&Ps (ESZ18 +0.35%) this morning are up +0.38% on optimism the U.S.-China trade conflict will soon be resolved after a report said that China has outlined a series of potential trade concessions to the U.S. Two people familiar with the report said the Chinese offer was constructive ahead of the […]
UK Political Drama Roils Sterling
Overview: The resignation of the UK’s Brexit negotiator after Prime Minister May had secured support from a majority of the cabinet sent sterling sharply lower. Raab’s resignation underscores the difficulty the Brexit agreement faces in the UK Parliament. Sterling was hammered nearly 2.5 cents on the news and trade below $1.28. British rates fell on the […]
Capitulation
Traditional Markets Stocks fell yesterday, again led by Apple, the tech sector and manifesting in the Nasdaq. Today things seem to be bouncing upwards despite uncertainty in the press about the Brexit negotiations. Conferring with my clients and colleagues in London lately it seems that just about everyone is struggling to keep up with exactly […]
Global Rally Shattered, Europe Slides As Brexit Turmoil Returns
US futures pared earlier gains, European stocks slumped and the pound tumbled after the Brexit crisis returned with a bang to the forefront after a series of British ministers quit in protest at Theresa May’s Brexit deal, plunging the U.K. government into crisis and sparking fresh fears about a May ouster and a hard Brexit. […]
Is Alnylam Pharmaceuticals Finally Ready For Takeoff?
INVESTMENT HACKS Alnylam Pharmaceuticals, Inc. (ALNY – Research Report) is using RNA interference (RNAi) to develop real-world medications for rare, genetically based diseases. These are typically diseases with odd names or long acronyms, and they don’t get into the news so much. They lack the recognition of more common debilitating diseases like muscular dystrophy or cystic fibrosis, but […]
When Apple Is Breaking Down The Real POS Stocks Simply Crash
The stock market is gapping up this morning, but it has gapped up several times this week and just faded. I believe we are in a serious corrective phase in the markets – and that is why the S&P 500 is trading below its 200-day moving average. This is also why I did not think […]
How Did We Know The S&P 500 Was Going To Give Up Its Gains? What’s Next?
Although equity futures rose sharply on Wednesday morning and CPI data proved innocuous, those gains were quickly erased once Wall Street opened to greater volumes. We’ll get to the CPI data in a moment, but knowing those gains were quickly going to be erased didn’t demand a crystal ball, and I’ll show you why! The […]
Sensex Ends 118 Points Higher; Realty And Banking Stocks Witness Buying
Indian share markets continued to trade on a positive note during closing hours of trade and ended the day marginally higher. Gains were largely seen in the realty sector, consumer durables sector, and banking sector, while telecom stocks witnessed selling pressure. At the closing bell, the BSE Sensex stood higher by 118 points (up 0.3%) and the NSE Nifty closed higher by 40 points (up […]
Fed Chairman Powell Expressed Confidence In The US Economy
With unemployment likely to continue at record low levels, growth continuing, and inflation near the central bank’s 2% target, Long USD/JPY? During a question-and-answer session on Wednesday in Dallas, Fed Chairman Jerome Powell said the US economy is strong but could face potential headwinds, particularly from abroad. Powell enumerated a set of concerns that have […]
