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Archives by Year:
A New Day For Stock Market Bulls
Image Source: Unsplash WHEN IN DOUBT, STEP OUTSome believe we are in a bear market; others say we are in a bull market. If we take a step back in the context of history, what can we learn, assuming we are willing to review the charts/data/signals with objectivity?Video Length: 00:47:02More By This Author:Six Charts That Say […]
Gold Holds Firms As World Braces For Financial Turmoil, War
Image Source: Unsplash As the Federal Reserve puts a hold on interest rates, investors have to ask themselves whether the elevated inflation rate is also on hold.The Fed’s preferred measure of so-called “core” inflation, which excludes food and energy costs, most recently came in at 3.7%. Despite having fallen substantially since last year’s peak, the official […]
Factories In China Contract Despite Hopes Of Recovery
Image Source: Unsplash Factories in China, the world’s second-largest economy, have experienced a surprising setback as its manufacturing activity unexpectedly contracted in October. The country’s official manufacturing purchasing managers’ index (PMI) missed forecasts. They came in at 49.5, down from 50.2 in September. A reading below 50 indicates a contraction compared to the previous month, reversing […]
The Earnings Crunch: The Beginning Of The Earnings Downgrade Cycle
Image Source: Pexels In this short clip from Macro EDGE Roundup from 11/1/2023 (available only to subscribers), Samantha LaDuc and Craig Shapiro discuss the current economic backdrop against inflation and the labor market. They emphasize the gap between market assumptions and the actual economic data, and when investors will care. Craig also touches on the beginning […]
No, QE Is Not Costless
I ran across a couple lame attempts at blaming the U.S. Treasury for not extending the duration of issuance during the pandemic low in yields. This is entirely typical for market commentary — going after fiscal policymakers and ignoring the major culprit, which is the central bank. To the extent that the United States has […]
Q3 Results Reflect Positivity, But Outlook Uncertain
CaptionImage by Arek Socha from Pixabay With Q3 results from more than 80% of S&P 500 members already out, we can confidently say that actual results have once again turned out to be better than expected. Keep in mind that Q3 earnings estimates had barely budged ahead of the start of the reporting cycle, which makes the outperformance […]
Confidence Level Is Low
Image Source: Pixabay Federal Reserve Chairman Jerome Powell said he’s not confident interest rates are high enough to slay price inflation. He also said he’s not confident they aren’t. In this episode of the Friday Gold Wrap podcast, host Mike Maharrey wonders out loud why we should have any confidence if Powell doesn’t. Along the way, he breaks […]
The October Employment Report And Business Cycle Indicators At November’s Start
October NFP employment came in at 150K (below consensus 180K), private NFP at 99K (vs 158K consensus). Here’s the picture of business cycle indicators followed by the NBER’s BCDC, along with S&PGMI’s (nee Macroeconomic Advisers) monthly GDP:Figure 1: Nonfarm Payroll employment incorporating preliminary benchmark (dark blue), civilian employment (orange), industrial production (red), personal income excluding transfers […]
3 Highly-Ranked Tech Stocks To Buy Now For Long-Term Upside
Image Source: Pixabay Today’s episode of Full Court Finance at Zacks discusses the recent market rebound that has the S&P 500 and the Nasdaq back above some key technical levels, with the bulls possibly pushing for more critical gains soon. The episode then dives into three tech stocks—Uber (UBER – Free Report), AppLovin (APP – Free Report), and Pure Storage […]
Dividend Kings In Focus: RPM International
Image Source: Pixabay On October 5th, 2023, RPM International (RPM) announced that it was increasing its quarterly dividend for the 50th consecutive years.As a result, it has joined the list of Dividend Kings.The Dividend Kings are a group of just 51 stocks that have increased their dividends for at least 50 years in a row. Given […]
