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Archives by Year:
“You Have To Look Pretty Hard To Find The ‘Trade War’ Effect In The Data”
“You have to look pretty hard to find the ‘trade war’ effect in the data.”That’s a quote from Bruce Hall, referring to the period 2011 onward. For his reference, I present key indicators of the manufacturing sector during the Trump trade war. Figure 1: Manufacturing production & non-supervisory employment (blue), aggregate hours (tan), production (green), real exports (red), […]
Current Analysis: CompuGroup Medical (CMPVF)
CompuGroup Medical SE & Co KgaA (CMPVF) provides electronic health solutions to healthcare providers through four segments: Ambulatory information systems, Pharmacy information systems, Hospital information systems, and Consumer and Health Management Information Systems.The Ambulatory information systems segment contributes to the majority of revenue and provides practice management software and electronic medical record management.Pharmacy information systems […]
Franklin Templeton CEO: Blockchain offers major cost savings for tokenization
Franklin Templeton CEO Jenny Johnson, speaking at the 27th Annual Milken Institute Global Conference in California, praised blockchain’s efficiency and cost reduction in asset tokenization and shared her thoughts on the benefits of generative AI.Johnson stated that the company ran a parallel experiment for six to eight months, processing account records using both traditional and […]
Chinese Exports Rebound, Container Shortage On China-South America Route
EqualOcean has learned that the demand in the shipping market from China to South America has surged suddenly after the May Day holiday.Due to limited container space, some shipping companies have even notified customers that contracts signed earlier this year will need to be renegotiated, or else they will not be able to secure container […]
Asia Open: Inflation And Tariffs Take Center Stage In Discussions
MARKETSIn the upcoming week, market focus will center around inflation data from the US, the world’s largest economy, poised to influence global market sentiment.As we kick off the week on Monday, overall market sentiment appears optimistic. The potential for a US interest rate cut in September has re-entered the conversation, while Wall Street is revisiting […]
Platinum Trading Strategy | XPTUSD Analysis And Forecast
More By This Author:AUDUSD Analysis Plus Price Prediction Forecast Bitcoin Price Analysis And Forecast: Saturday, May 11 SP500 Analysis & S&P500 Price Prediction Forecast – Sunday, May 5
Visions Of The 21st Century
Photo by Nicole Avagliano on Unsplash Niels Bohr once said: “It is difficult to make predictions, especially about the future.”I say: Prediction is not about the future, it’s about the present.Now that I’m fairly old, I can look back on a wide range of visions of the 21st century, many of which now seem obsolete. Here are just […]
Markets Out Of Whack
WOULD YOU RATHER…Would you rather own Nvidia?Or would you rather own… Adidas, Allianz, BASF, Bayer, BMW, Berlin Hannover, Beiersdorf, Brenntag, Continental, Covestro, Daimler Truck Holding, Deutsche Bank, Deutsche Börse, Deutsche Lufthansa, Deutsche Post, Deutsche Telekom, E.ON, Fresenius, Hannover Rück, HeidelbergCement, Henkel, Infineon, Linde, Merck, MTU Aero Engines, Munich Re, Porsche, RAL Banken Group, v RWE, […]
Cronos Q1 Financial Metrics Show Improvement; Stock Climbs 3%
Cronos Group Inc. (Nasdaq: CRON) (TSX: CRON) announced its Q1 2024 business results last week for the period ending March 31st, 2024. Q1 Financial Highlights All financial information is provided in U.S. dollars in comparison to the preceding quarter. Net Revenue: up 5.9% to $25.3M Canada: up 5.6% to $18.9M Israel: up 28.0% to $6.4M Cost of […]
My Inflation Data Expectation
S&P 500 with Russell 2000 didn’t like the incoming bad consumer data that I predicted Thursday, yet the 500-strong index proved really resilient. There was no appetite to sell long-dated Treasuries either, and Sep rate cut odds barely retreated (from 50% to 48.6%). With Kashkari and Powell messages diverging this much (remember the latest two FOMC […]
