2023 - Page 503 of 569 -

Uncharted 20s

Oct 27, 2023 Jeremy Parkinson Finance, No picture 0

Image Source: Unsplash In recent discussions (found here, here, and here), I examined historical instances when geopolitics took center stage in shaping market dynamics. Now, let’s fast-forward to the present day, a time when geopolitics has never wielded more influence.This new decade has begun with a bang – the “Worldwide Lockdown” – an unprecedented event in […]

Inflation Theories

Oct 27, 2023 Jeremy Parkinson Finance 0

Image Source: Pixabay I have been editing sections of my manuscript, and nothing out of that writing output is publishable here (since it is just a rehash of an earlier article). However, I am adding a new section on inflation theories that I will need to think about. This article summarises what I think I will […]

How To Make The Most Of Today’s Market

Oct 27, 2023 Jeremy Parkinson Finance 0

Image Source: Pexels Stocks have lost ground since the summer, which followed a positive run that had gotten underway last fall. Driving this shift is worries about rising interest rates and the ‘higher-for-longer’ view of the Fed.Many in the market see the Fed tightening cycle as effectively behind us by now. These market participants see this […]

Macro: Inflation – High Frequencies And Crude Keep Powell Up At Night

Oct 27, 2023 Jeremy Parkinson Finance 0

If we look at inflation on a year-over-year basis, the data series is smooth and it is coming down. The rate of descent has slowed, but that’s ok, the world doesn’t work in perfectly smooth arcs and waves. The month-over-month annualized rate is a shorter term (very volatile) rate. As such, it will lead when […]

Are Markets Headed Off The Magnificent Seven Cliff?

Oct 27, 2023 Jeremy Parkinson Finance 0

Image Source: Pixabay – Tech troubles sustained – Russell finding its inner bear – Financials have considerable implications – Bonds consolidated but not out of danger – The Fed cometh and on strong data (GPD, spending)SPX Expected Move – – Last Week – 93.72 (expected move 5 day week) – Next Week – 96.77 (expected move 5 […]

Market Talk – Friday, Oct. 27

Oct 27, 2023 Jeremy Parkinson Finance 0

ASIA:Japan is expected to slip from the third to the fourth position in the world in terms of nominal gross domestic product (GDP) in US dollars, with Germany surpassing it this year, according to projections by the International Monetary Fund. This change is primarily attributed to the depreciation of the yen, which has weakened beyond […]

Roku Gears Up To Report Q3 Earnings: What’s In The Cards?

Oct 27, 2023 Jeremy Parkinson Finance 0

Image Source: Pexels Roku (ROKU – Free Report) is set to report third-quarter 2023 results on Nov 1.For third-quarter 2023, Roku expects total net revenues of $815 million, total gross profit of $355 million, and adjusted EBITDA of negative $50 million.The consensus mark for revenues is pegged at $855.35 million, indicating 12.34% growth from the year-ago quarter’s reported figure.For […]

Dow Turns In Worst Week Since Mid-August

Oct 27, 2023 Jeremy Parkinson Finance 0

Stocks limped into the weekend once again, with steep five-day losses across all three major indexes. The Dow turned in its worst weekly performance since March 10, and is now trading at its lowest level since Aug. 18. The S&P 500 and Nasdaq also closed the week lower, with the latter still firmly in correction territory despite […]

GDP In Q3: Relative To Nowcasts, And Alternative Estimates

Oct 27, 2023 Jeremy Parkinson Finance 0

GDP surges, at 4.9%, compared to 4.3% Bloomberg consensus, and 5.4% from the Atlanta Fed’s GDPNow (It’s about a point less than the seemingly over-optimistic GDPNow of two month’s ago (8/24)). Jim’s post yesterday discusses the implications for recession calls, as well as for the macrostabilization (inflation reduction to target). Here’s a picture of where the advance estimate […]

How Soon Could The U.S. Dollar Lose Its Reserve Status?

Oct 27, 2023 Jeremy Parkinson Finance 0

Image Source: Pixabay History Says American Dollar’s Days Are Numbered There’s a lot of noise about how the U.S. dollar won’t survive long. Let’s examine how soon the dollar could lose its value and status as a global reserve currency.Looking from a historical perspective, since the emergence of fiat currency, no major currency has been able […]