Archives by Month:

Archives by Year:

USD/JPY: The Dollar Wins When Safe-Havens Lose

USD/JPY: The Dollar Wins When Safe-Havens Lose

This was the week: Stocks recover, and so does the pair US President Donald Trump tweeted about a fruitful conversation with Chinese President Xi Jinping. The phone call came ahead of their meeting at the G-20 Meetings in Buenos Aires later this month. The top topic is trade. The clash between the world’s largest economies over […]
An Imminent China-US Trade Deal: Signal Or Noise?

An Imminent China-US Trade Deal: Signal Or Noise?

With global markets extending on torrid gains for the second day in a row on what has been just one catalyst: Trump’s apparent easing in tone over the trade war with China, which started with a Thursday morning tweet (just as the market had turned red after a disappointing mfg ISM report) saying trade discussions […]
63 Firms Going Ex-Dividend Next Week, Including Intel, Pfizer And Walgreens

63 Firms Going Ex-Dividend Next Week, Including Intel, Pfizer And Walgreens

There are several well known large cap stocks going ex-dividend next week including the following ten Top 100 Dividend Stocks: Metlife, Intel, BB&T, Capital One Financial, IBM, Pfizer, Walgreens, Wells Fargo, Exxon Mobil and Invesco. Ex-dividend dates are important to dividend investors because one must own a stock on its ex-dividend date in order to be eligible to […]
September 2018 Trade Rolling Averages Improved

September 2018 Trade Rolling Averages Improved

Trade data headlines show the trade balance worsened from last month – but the rolling averages for imports and exports improved. Analyst Opinion of Trade Data The data in this series wobbles and the 3 month rolling averages are the best way to look at this series. The 3 month averages improved for exports and […]
Qualys Counts On Acquisitions For Growth

Qualys Counts On Acquisitions For Growth

According to a recent report by Research and Markets, the global cyber security market is expected to grow from $152.71 billion in 2018 to $248.26 billion by 2023 at a CAGR of 10%. Earlier this week, cloud-based security player Qualys (Nasdaq: QLYS) reported its third-quarter results that surpassed market expectations for the fourth consecutive quarter. Qualys’ Financials […]
Gold Stocks’ Winter Rally 3

Gold Stocks’ Winter Rally 3

The gold miners’ stocks suffered a rough late summer this year. A rare forced capitulation walloped them to deep new lows, short-circuiting their usual autumn rally. That’s left this sector anomalously low as the subsequent winter rally gets underway, gold stocks’ strongest seasonal surge of the year.  Starting from beaten-down levels after skipping the prior […]
September Trade Deficit At $54.02B

September Trade Deficit At $54.02B

The U.S. International Trade in Goods and Services, also known as the FT-900, is published monthly by the Bureau of Economic Analysis with data going back to 1992. The monthly reports include revisions that go back several months. This report details U.S. exports and imports of goods and services. The Bretton Woods agreement, which established a […]
Chevron Q3 Earnings Beat On Oil Rally, Record Output

Chevron Q3 Earnings Beat On Oil Rally, Record Output

Shares of Chevron Corporation (CVX – Free Report) are up more than 5% in early trade after the company reported strong third-quarter results, boosted by rising crude oil prices and record production. This was partly offset by drop in profits in its downstream business, which refines crude oil into fuels like gasoline and diesel oil. The U.S. energy major […]
Payrolls Exceed Expectations At 250,000 Jobs, Unemployment Rate Steady At 3.7%

Payrolls Exceed Expectations At 250,000 Jobs, Unemployment Rate Steady At 3.7%

The BLS reports jobs expanded by 250,000 vs the Econoday consensus estimate of 190,000 jobs and ADP at 227,000. ​Initial Reaction After revisions, job gains have averaged 218,000 over the past 3 months. That a solid set of numbers. Let’s dive into the details in the BLS Employment Situation Summary, unofficially called the Jobs Report. Job […]
Stocks Slammed Into Red As Apple Tumbles, Trade Deal Hopes Evaporate

Stocks Slammed Into Red As Apple Tumbles, Trade Deal Hopes Evaporate

After a brief bounce this morning, Apple is trading down over 7% and back below the trillion-dollar market cap level… (yes we know new shares outstanding are imminent) This has weighed on an already weak market as hopes for a China trade deal evaporate… Three senior administration officials now telling me there is no indication […]