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Archives by Year:
Are We Having Fun Yet? Stocks Sell Off On Massive Volume
Image Source: PixabayIn this video, I review the overall market, my game-plan with the indices in my long-term account, how our largest swings are holding up versus the market, and the stocks on my radar for when the market reverses higher.00:14:25More By This Author:Indices Continue To Follow Through On The SellingSmalls And Mids Bios Try To Take The […]
An Eventful Week – Interest Rates
10 year Treasury yields are down 40 bps over the week.Over this week, the end-of-year CME Fed funds futures has dropped 15 bps. By year’s end, the Fed funds rate will be down 78 bps.Figure 1: Fed funds (bold black), CME futures implied as of 7/26 (teal), as of 8/2 (red), in %. Source: Fed via […]
Technical Market Report For August 3, 2024
The good news is: Last week’s market mayhem was not anticipated by the breadth indicators so it is likely to be just a transitory anomaly. The NegativesThe first chart covers the last 6 months showing the Nasdaq composite (OTC) in blue and a 10% trend (19 day EMA) of Nasdaq new highs (OTC NH) in […]
Pure-Play AI Chip Stocks Declined 5%, On Average, In July
IntroductionThere are 6 stages involved in the production and distribution of semiconductor devices such as microprocessors, memory chips, and sensors, involving multiple companies, each with their own specialized contributions. Those six are: EDA (electronic design automation) companies with sophisticated software that assist engineers in the custom design and development of complex chips; equipment and material suppliers […]
Silver Price Forecast: XAG/USD Posts Fresh Weekly High At $29.20 As US Labor Market Cools Down
Image Source: Pixabay Silver price refreshes weekly high at $29.20 as weak US NFP data sends US yields down. The US NFP report showed that labor demand has slowed and wage growth has softened. Investors see the Fed pivoting to policy normalization in September. Silver price (XAG/USD) posts a fresh weekly high at $29.20 in Friday’s […]
Wall Street Sentiment Sours As Dow Plummets Over 700 Points On Recession Fears
Image Source: UnsplashThe S&P 500 faced its worst session in nearly two years on Friday, spurred by recession fears following a surprisingly weak jobs report for July. The broad-market index fell by 1.8%, the Nasdaq Composite dropped by 2.2%, and the Dow Jones Industrial Average decreased by 729 points, or 1.8%. The sharp decline highlights growing economic concerns […]
Will A September Rate Cut Be Enough To Prevent A Nasdaq Correction?
Do Microsoft’s results mark the end of a cycle for growth stocks?For the second quarter of 2024, Microsoft (MSFT) announced impressive financial results. Earnings per share (EPS) amounted to $2.95, exceeding expectations of $2.90. Sales reached $64.7 billion, against an estimate of $64.52 billion.However, it was the figures for Microsoft Azure and Microsoft Cloud that […]
US Dollar Credit Supply: Higher Supply Than Previous July Levels
Image Source: PixabayJuly’s robust USD corporate supply fuelled by Healthcare• In July, USD corporate supply reached US$38bn, nearly matching the monthly levels seen during the Covid-fuelled surge in 2020. Although 2024 YTD supply has exceeded that of most previous years, it still falls short of the record-breaking supply observed in 2020.• The Healthcare sector dominated USD […]
Cattle Market Rattled By Recession Risks As Cash-Strapped Consumers Pull Back
Image Source: UnsplashIs a meat recession coming?The dismal US jobs report has ignited recession fears, with some major Wall Street banks forecasting at least three 25bps interest rate cuts this year, with the first one starting in September. Recessions typically reduce household incomes and alter diets. One major issue with this consumer downturn is that households have already been financially crushed by elevated inflation […]
Macro Fundamentals Take Big Step In Gold’s Favor
Image Source: PixabayPrecious Metals selloff to end the week and it was led by Silver and silver stocks.The yield curve is steepening and warning of a recession. That is exactly when Gold usually begins to outperform the stock market.Video Length: 00:10:08More By This Author:Gold Could Surge To $2720 If Bullion Banks Lose Grip Gold & Silver […]
