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Archives by Year:
Who Changed: Powell Or The Market?
Photo by Etienne Martin on UnsplashA poor reception to the 30-year Treasury sale and Federal Reserve Powell pledged to raise rates again, if necessary, not exactly a new ground, but it spooked the doves–driving rates sharply higher and fueling a strong dollar recovery. There was a large five basis point tail on the bond sale. The […]
Two Trades To Watch: GBP/USD, USD/JPY Forecast
Image Source: Unsplash GBP/USD struggles as GDP stalls UK Q3 GDP 0%, down from 0.2% in Q2 USD has been lifted this week by hawkish Fed comments GBP/USD tests 20 sma The pound is holding steady after four days of losses after slightly better-than-expected UK GDP data.UK GDP stalled in the third quarter at 0% percent […]
BRN Bulls Trying To Stay Above $80/bbl
After a sharp fall from $85/bbl, BRN bulls have managed to rebound slightly and are now trying to stabilize at around the $80/bbl psychological threshold. Previously feared supply threats are now moderately “cooling off” as the risk of a wider conflict, involving major regional oil producers, is slowly dissipating. Oil bears may have been spooked by Saudi Arabia’s […]
China Housing Market: Beyond Walls And Armchair Generals
Photo by Yan Ke on UnsplashThe Chinese housing market has become a captivating and dynamic space that reflects the country’s rapid economic growth and the evolving aspirations of its population. One remarkable trend in recent years is the high homeownership rate among Chinese millennials, with an astounding 70% owning a home. This statistic not only […]
Investors Let Down By Good News
Image Source: Pixabay The market simply can’t get away from its efforts to try and force a more accommodative Fed narrative at every turn. But what’s different in 2023 versus years earlier, is that this is a Fed that now refuses to bend to the will of the market.Video Length: 00:00:59More By This Author:It’s All Relative […]
CFNAI: The Most Important & Overlooked Economic Number
The Chicago Fed National Activity Index (CFNAI) is arguably one of the most important and overlooked economic indicators. Each month, economists, the media, and investors pour over various mainstream economic indicators, from GDP to employment and inflation, to determine what markets will likely do next.While economic numbers like GDP or the monthly non-farm payroll report […]
Hawkish Fed Comments
Image source: Pixabay The US Dollar is trading higher today on the back of keenly awaited comments from Fed chairman Powell yesterday. Powell warned that it was too early for the Fed to say that peak rates are in place with the central bank “not confident” that it has yet done enough to bring inflation back […]
China Returns To Disinflation As CPI, PPI Drops
Photo by Yan Ke on UnsplashAccording to data released by the National Bureau of Statistics (NBS), both the Consumer Price Index (CPI) and Producer Price Index (PPI) experienced significant declines in October. The CPI dropped by 0.2% year-over-year, following September’s flat growth, signaling lower consumer spending in the retail sector.Meanwhile, the PPI continued its downward […]
Recovery Conditions Are Forming For Oil
Image Source: Unsplash As of Tuesday’s stock market close, the Dow Jones Industrial Average (US30) decreased by 0.65%, while the S&P 500 Index (US500) lost 0.81%. The Nasdaq Technology Index (US100) closed negative by 0.94% on Thursday.US Fed Chairman Powell spoke at the IMF’s annual academic conference yesterday. In a prepared speech, Powell said that he and his colleagues are pleased that inflation […]
After Last Week’s Ferocious Relief Rally, US Equities Give Out Signs Of Fatigue
Last week, the major US equity indices rallied strongly – rising mid- to high-single digits. Bulls tried to maintain the momentum this week, but bears are coming out of the woodwork. Odds favor the latter right here and now.The S&P 500 shot up 5.9 percent last week to 4358, which more than offset the prior […]
