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Archives by Year:
S&P 500 Nabs Record Close; Nasdaq Ekes Out 7-Straight
The S&P 500 notched yet another record close, thanks in part to chip-name Nvidia’s (NVDA) outperformance, which helped the company surpass Microsoft (MSFT) in terms of valuation. The tech-heavy Nasdaq clung to its lead, eking out a 7th-straight gain and record close of its own. Meanwhile, the Dow settled slightly above breakeven, as Wall Street digested weak retail […]
Rates Spark: Rate Cut Momentum Is Sustained
In ten days we’ll get a very subdued PCE deflator report, and that will harden the build of a rate cut discount for September. Treasury market participants know this, as they snapped up the 20yr auction. Other data are just about playing ball too. There is another side to this being ignored (-20bp term premium vs […]
Market Talk – Tuesday, June 18
Image Source: Unsplash ASIA:The major Asian stock markets had mixed day today: NIKKEI 225 increased 379.67 points or 1.00% to 38,482.11 Shanghai increased 14.36 points or 0.48% to 3,030.25 Hang Seng decreased 20.57 points or -0.11% to 17,915.55 ASX 200 increased 77.80 points or 1.01% to 7,778.10 Kospi increased 19.82 points or 0.72% to 2,763.92 SENSEX […]
Five ETFs That Gained Investors Love Last Week
Image Source: Pixabay Overall, ETFs pulled in $10.4 billion in capital last week, pushing the year-to-date inflows to $324.7 billion. U.S. fixed-income ETFs led the way higher with $5.2 billion in inflows, followed by inflows of $5 billion in international equity ETFs and $1.2 billion in U.S. equity ETFs.iShares Core S&P 500 ETF (IVV – Free Report), Invesco QQQ Trust (QQQ – Free […]
The Surge In Online Shopping And Death Of Dept Stores In Pictures
Retail sales chart by MishOnline Shopping Chart Notes I created the above chart by calculating the percentage of things bought online that normally can be purchased online. The calculation excludes the obvious, like gasoline and restaurant dining. It also excludes auto sales and grocery shopping. While one can buy groceries online, nearly everyone buys the […]
Is Small Cap Exposure Still A Good Idea? Asking For A Friend
IntroductionSmall cap performance has been a hot topic lately, with many pundits declaring the small cap premium on life support or dead altogether. To wit, over the last ten years the Russell 2000® Index has cumulatively underperformed the S&P 500® Index by approximately 103% and the Nasdaq 100 Index by an astonishing 332%. Source: LSEG […]
The BRICS’ Plans For Proposed Gold Backed ‘Unit’
Image Source: Pixabay Over the past few months, reports have emerged that the BRICS are now more actively moving along plans for a gold-backed settlement currency called ‘The Unit’.Which has the potential to impact the current monetary regime if implemented as proposed.And to find out what’s really happening, and separate fact from fiction, I’m joined by […]
Sagging Retail Sales: Another Sign Americans May Be Tapped Out
Image Source: Unsplash It’s starting to get difficult for the most optimistic cheerleader to pretend this economy is “robust”.We got more evidence today that the American consumer is tapped out.And that’s really bad news for an economy that depends on consumers buying stuff to keep rolling along.Retail sales grew at a tepid 0.1 percent in May. […]
Dedollarization And Deglobalization – Got Gold?
The significant synergy between the Dow (US stk mkt) and gold bullion continues.For a look at the chart… Technically, an upside breakout is favoured, with a $2600 target for gold.The fundamentals? Well, inflation (according to the government indexes) is close to the Fed’s 2% target zone and global growth is fading. The Fed is becoming […]
Grains Report – Tuesday, June 18
WHEAT General Comments: Wheat was lower in all three markets again yesterday on reports of cheaper prices offered from Russia and as the US harvest expands and even as adverse world growing conditions are still around. There are more reports of hot temperatures coming this week to Russian growing areas. It has also been very […]
