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Archives by Year:
Copper Forecast: Continues To Look Like A Value Trade
That is if you follow moving averages. Demand for copper is what I choose to follow and inflation, inflation looks like it’s ticking up. So, it’ll be interesting to see what that does with copper pricing. Also, you have to keep an eye on demand out of China because there is talk about more stimulus. […]
Market Snakes Follow Ladders
Canada’s Venture Composite Index (a basket of economically sensitive micro-cap companies, 44% weighted in materials, 30% information technology, 15.74% in energy, 3.5% health care, 2.48% financials, 1.85% industrials, .58% communication services, and .32% consumer discretionary) appears to concur with former BoC head Stephen Poloz’s recessionary assessment.When the real economy expands, rising demand for commodities and […]
Czech Headline Inflation Remains Unchanged
Image Source: Pexels Headline inflation remained elevated in November, but core inflation softened marginally. Worries about above-target inflation next year or the lukewarm economic recovery will drive the upcoming decision about a pause or another cut. Still, real interest rates are drifting lower while wage growth and spending remain robust. Food prices drive inflation, while alcohol and […]
Forex: China Stimulus – Another False Dawn Or The Real Deal?
Image source: Pixabay While I typically harbor skepticism toward China’s grand stimulus declarations, the price action in FX markets speaks volumes. The uplift in Asian FX might seem promising, especially the CNH, but I see these shifts as optimal moments to hedge against Trump’s looming tariff threats. All this stimulus chatter should get under President-elect Trump’s skin, who […]
Daily Market Outlook – Tuesday, Dec. 10
Image Source: Unsplash China’s stock markets have opted to embrace the authorities’ recent ambiguous commitment to support the struggling economy, resulting in a surge in stocks to their highest point in almost a month. A statement from China’s Politburo on Monday indicated a transition from “prudent” to “moderately loose” monetary policy, along with an intention to […]
How Far Could The S&P 500 Go?
Image Source: Unsplash Watch the video from the WLGC session on 9 Dec 2024 to find out the following: Price volume analysis on the S&P 500, Nasdaq 100, Dow Jones & Russell 2000 Gold & silver futures Bitcoin Crude oil futures Dollar index Video Length: 00:15:52 Market Environment The bullish vs. bearish setup is 527 to 121 from the screenshot […]
Japanese Yen Weakens As USD/JPY Climbs Amid BoJ Rate Hike Uncertainty
Image Source: Pixabay The market remains split on whether the BoJ will implement a rate increase in December or delay it until January.Recent statements from BoJ Governor Kazuo Ueda highlighted that a rate hike is imminent, based on stable economic indicators aligning with expectations. Contrarily, BoJ policymaker Toyoaki Nakamura expressed concerns over the sustainability of wage […]
Surge In Mortgage Rates Spikes Unaffordability For New Homes
New home buyers didn’t catch any breaks during October 2024 as the new home affordability crisis extended into its 31st month.Both the median price of new homes sold and mortgage rates rose during the month. This combination of factors packed a one-two punch against affordability and reversed what had been a trend toward greater affordability […]
USD/CAD Refreshes Four-Year High Near 1.4200 With US Inflation, BoC Policy In Focus
Image source: Pixabay USD/CAD rises to a fresh four-year high near 1.4200 ahead of BoC monetary policy announcement and the US inflation. US core CPI is estimated to have grown steadily by 3.3% in November. Investors expect the BoC to cut interest rates by 50 bps on Wednesday. The USD/CAD pair posts a fresh four-year high near […]
Portfolio Rebalancing And Valuations – Two Risks We Are Watching
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. This is particularly the case given the current high degree of speculation and leverage in the market. It is fascinating how quickly people forget the painful beating of […]
