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Archives by Year:
Inflation Expectations In July (And June)
Image Source: PexelsMichigan is down in July, while business unit costs are up slightly.Figure 1: Year-on-year actual CPI inflation (bold black), and expected inflation from University of Michigan (red), NY Fed (light green), Survey of Professional Forecasters (blue +), Coibion-Gorodnichenko SoFIE mean (sky blue squares), and unit cost growth rate (chartreuse), all in %. Source: BLS, U.Michigan […]
Historic Readings From The Dallas Fed
It’s a quiet start to the week for economic data with the only US release being the Dallas Fed’s Manufacturing Survey for the month of July. Other regional surveys already released this month have been mixed with the reports out of New York and Philadelphia coming out better than expected whereas Richmond was much weaker […]
USD/JPY Remains On The Defensive Below 154.00, Fed/BoJ Rate Decision In The Spotlight
Image Source: Pixabay USD/JPY weakens around 153.90 in Tuesday’s early Asian session. The Fed will likely keep an interest rate on hold at its July meeting on Wednesday. The BoJ is expected to raise rates at its July 31 meeting, according to a Reuters poll of economists. The USD/JPY pair trades on a weaker note near 153.90 during […]
Eli Lilly’s $123 Billion Market Value Drop: A Strategic Buying Opportunity?
Image Source: Pexels Eli Lilly & Co (NYSE: LLY) has recently experienced a dramatic $123 billion decline in market value. This significant drop follows positive developments from competitors, notably Viking Therapeutics Inc and Roche Holding AG, who made announcements regarding their weight loss drugs. However, according to JPMorgan analyst Chris Schott, this downturn may present a […]
What Wall Street Experts Are Saying About PayPal Ahead Of Earnings
Image Source: Pexels PayPal (PYPL) is scheduled to report results of its second fiscal quarter before the market opens on July 30, with a conference call scheduled for 8:30 am EDT. What to watch for: Q2 PRESENTS OPPORTUNITY: In a research note ahead of earnings, Wells Fargo said that with PayPal’s shares underperforming year-to-date, Q2 setup looks to be […]
For Markets, This Is The Start Of The Biggest Week Of The Summer
Image Source: Pexels It’s really tough to overstate how important the next four sessions are going to be.The Fed will begin to lay out its plan for rate cuts. Some of the biggest companies on the planet are announcing earnings. And there’s a little employment announcement coming Friday.So, saying there’s “significant” potential for volatility is putting […]
Stocks And Precious Metals Charts – Indices Finished Largely Unchanged
Today was a good day to ignore the markets, and to wait for the two big shoes to drop later this week: the FOMC decision on Wednesday, and the Non-Farm Payrolls report on Friday.So after the usual sturm und drang, the major stock indices finished largely unchanged.Gold and silver took back their declines and finished largely unchanged.VIX […]
President Trump Wants America To Become The World’s “Bitcoin Superpower”
Image Source: Pexels Donald Trump spoke at the Bitcoin 2024 conference in Nashville this weekend, making history as the first former U.S. president to attend the conference and make a full-throated endorsement of Bitcoin. My team and I had the pleasure of joining some 8,000 other Bitcoiners to listen to Trump’s speech, which I believe will […]
Monday Quarterbacking The Major Sector ETFs
Over the weekend we had a lot to say about our Family. “If IWM takes out the 227 level, we see no reason why the rally should not continue.” “Sister Semiconductors SMH, after a huge bearish move the week prior, followed through with more downside this past week.” “Regional Banks KRE or our Prodigal Son, […]
Stocks Finished Little Changed With A Big Week Of Data Starting
It was a boring day, and given the amount of overload we will be getting starting tomorrow morning, you can’t blame the market for holding in place and basically trading sideways since Thursday. The S&P 500 topped out last Thursday at 5,490 and has tested that level four times. With the zero gamma level around […]
