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Market Talk – Friday, April, 5
ASIA:The major Asian stock markets had a mixed day today: NIKKEI 225 decreased 781.06 points or -1.96% to 38,992.08 Shanghai closed Hang Seng decreased 1.18 points or -0.01% to 16,723.92 ASX 200 decreased 44.00 points or -0.56% to 7,773.30 Kospi decreased 27.79 points or -1.01% to 2,714.21 SENSEX increased 20.59 points or 0.03% to 74,248.22 […]
Visualizing America’s Shortage Of Affordable Homes
A large share of affordable homes vanished over the pandemic, leading the supply to hit its lowest level on record in 2023.Many buyers have become priced out of the market due to soaring home prices and high interest rates. Last year alone, the number of affordable homes shrank by almost 41%, equal to over 243,000 properties.This […]
A BRICS Alternative To The SWIFT Payment System Could Accelerate De-Dollarization
Image Source: Unsplash With Russia taking the lead, the BRICS bloc is talking about creating a new payment system that isn’t controlled by the United States and that is not dependent on the dollar.Such a system could accelerate de-dollarization.BRICS is an economic cooperation bloc originally made up of Brazil, Russia, India, China, and South Africa. As […]
Credit Card Debt Surges To New All-Time High, Just As Card APR Rates Hit Fresh Record
Just when you thought US consumers had finally learning their lesson, and had stopped buying stuff they can’t afford with money they don’t have… we got the latest consumer credit data which collapsed that particular thesis in a millisecond.Two months ago we saw an unprecedented halt to growth in both revolving credit (i.e., credit card) […]
Something Just Broke The Markets
Image source: Pixabay It looks like we have a victor from the latest battle in the bond market, and this round goes to the bears. After last week’s stronger-than-expected payroll report, we saw interest rates spike and bond prices were crushed lower.My cyclical factors were pointing to the dangers of this move, and while I still […]
1970s: U.S. Oil Crisis. 2020s: U.S. Net Oil Exporter. What’s The Shift Mean For Energy Markets?
Video Length: 00:05:44 On the latest edition of Market Week in Review, Michelle Batjargal, Equity Manager Research Analyst, and Paul Eitelman, North America’s Chief Investment Strategist, had a quick Q&A about volatility in U.S. markets, U.S. Federal Reserve (Fed) outlooks, and recession risk. And Paul provided an insightful look back at the 1970s U.S. oil […]
Yes, The Labor Market Is Still Not Tight
One of the big lessons from the 2010-2020 environment was that headline payrolls could increase substantially without putting upward pressure on inflation. This can be confusing because there’s often an assumption that more jobs mean more demand and higher prices. But it’s more complex than that. Think of it like stock prices. Prices will rise […]
It’s A New Macro, The Gold Market Knows It, But Dead Men Walking Do Not (Yet)
Another payrolls report, another beat of expectations. Here is the breakdown of the details as posted earlier. However, let’s pluck one graphic from that post and illustrate a phenomenon I’ve been watching unfold for several months in a row; that of unabated government hiring this election year.The USS Good Ship Lollipop sails along, supported by its vast […]
Have Markets Been Fooled?
Image Source: Unsplash In this episode of Macro-To-Micro Power Hour from 04/04/24, Samantha LaDuc and Craig Shapiro discuss the dynamics of the financial markets, touching on subjects like the VIX’s movement, geopolitical tensions, and the implications of economic data releases like payroll numbers and CPI. They delve into how these factors influence market positioning and volatility […]
This Is Not A Silver Rally, That Is Yet To Come
Image Source: Pixabay With gold at new highs and silver finally starting to catch up, it sure looks like we’ve been in an impressive rally for the precious metals. But looks can be deceiving. What this actually is, is a commodities rally across the board, and a signal that price inflation is picking up again as […]
