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Vietnam Loses Huge Amount Of Aid, Foreign Capital Withdraws, Exchange Rate Depreciates

Vietnam Loses Huge Amount Of Aid, Foreign Capital Withdraws, Exchange Rate Depreciates

On May 17, Reuters reported that the United Nations, the World Bank and Western donors told the Vietnamese government in a letter that the country has lost at least $2.5 billion in foreign aid over the past three years and could lose another $1 billion due to administrative paralysis. depositphotos The potential loss is equivalent to nearly […]
The Commodities Feed: Metals Surge Higher

The Commodities Feed: Metals Surge Higher

It’s all fun and games in metals markets as prices for several metals surge higher. In contrast, the oil market remains rangebound, awaiting news on OPEC+ output policy for the second half of 2024. depositphotos Energy – Specs trim Brent longsOil prices remain rangebound. ICE Brent settled 0.85% higher on Friday, but oil prices have traded in […]
Weekly Market Pulse: Ch-Ch-Changes

Weekly Market Pulse: Ch-Ch-Changes

There were two important inflation reports last week. One of them, the Producer Price Index, focuses on wholesale prices and it showed inflation hotter than expected in April. The year over year change bottomed in June of last year at just 0.3% and has been rising steadily since then. It now stands at 2.2%. depositphotos The market […]
Deep Dive Into 7 Shorts

Deep Dive Into 7 Shorts

Video length 00:04:34More By This Author:Natural Gas Enthusiasts Rejoice: Long-Term Sinewave Continues To Perform Bearish Bets Amid Market Highs Surprised It’s Not Higher
Another AI Category To Take Notice Of: High Band Memory Chip Manufacturers

Another AI Category To Take Notice Of: High Band Memory Chip Manufacturers

An IntroductionHigh Band Memory (HBM), in simple terms, is a certain number of conventional DRAM (direct random-access memory) chips stacked together to achieve greater performance and efficiency. It was first developed by SK Hynix a decade ago for use in video games and only recently came into its own with the advent of generative AI, […]
Market Briefing For Monday, May 20, 2024

Market Briefing For Monday, May 20, 2024

‘Demand Management’  is a term I’ll coin to describe Friday’s action. Not so bad considering how high the S&P extended the recent moves. What I infer is the lack of significant selling in big-caps, and alternative shuffles in the small.There’s no particular explanation for why even small-caps can alternate with up-and-then down repeated moves .. […]
Economic Data Forecasts For The Weeks Of May 20 & 27

Economic Data Forecasts For The Weeks Of May 20 & 27

Here are my projections for upcoming economic data.   Forecast Prior       Observation   Week of May 20       May 22       Existing Home Sales – April 4.100M 4.190           May 23       Chicago Fed National Activity Index – April 0.15 0.15   […]
Current Analysis: DHL Group (DPSGY)

Current Analysis: DHL Group (DPSGY)

Based in Bonn, Germany, Deutsche Post AG dba DHL Group (DPSGY) ranks among the largest parcel-shipping and third-party logistics providers globally.Its DHL divisions (international express shipping, air and ocean freight forwarding, contract logistics, and e-commerce solutions) generate roughly 80% of revenue.Roughly 20% of revenue comes from the Post and Parcel Germany division, which includes the legacy […]
AI Small Cap Stocks Portfolio Jumped 9% Last Week, Led By AAOI

AI Small Cap Stocks Portfolio Jumped 9% Last Week, Led By AAOI

Photo from UnsplashIntroductionThe munKNEE  AI Small Cap Stocks Portfolio declined 23% in April (see here) but has been on the rebound since then, gaining 2.5% in the week ending May 3rd, up 3.0% w/e May 10th, and up 8.7% last week. This article highlights the performances of the Portfolio’s 10 constituents, in descending order, last week and MTD […]
Rate Cut Confidence Keeps Volatility In Check

Rate Cut Confidence Keeps Volatility In Check

Image Source: UnsplashIn the current economic landscape, global markets benefit from a generally positive sentiment driven by investor confidence in an anticipated U.S. interest rate cut by the Federal Reserve. This positive outlook is acting as a stabilizing force, holding the dollar, bond yields, and market volatility in check and encouraging greater risk-takingHowever, amidst this optimism, […]