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What Is A Yield Curve And How Is It Used By Investors?

What Is A Yield Curve And How Is It Used By Investors?

Image Source: Pexels Bond or fixed income investors talk a lot about yield curves, but what is a yield curve and how can it be used in portfolio management? Generally speaking, a yield curve is a graphical representation (as shown in graph 1) of the relationship between interest rates (or yields) and the maturity dates of […]
Softer U.S. Services Growth Favours Further Fed Rate Cuts

Softer U.S. Services Growth Favours Further Fed Rate Cuts

Commentary from Fed officials has leaned dovish over the past week, suggesting subdued data will give them greater confidence to cut rates at a third consecutive meeting on 18 December. This week’s ISM reports have ticked that box and a soft jobs number on Friday would likely seal the deal even if next week’s inflation data remains […]
The World Economy Needs To Simplify

The World Economy Needs To Simplify

Image Source: Pexels Economic growth and added complexity sound like they would be good, but at some point, the combination gets to be too much–simplification is needed.Too much of the world’s income starts going to non-working individuals and to high-earning workers in privileged fields. Ordinary working citizens start to say, “Wait a minute, there is not […]
FTSE Snaps Its Winning Five Day Streak

FTSE Snaps Its Winning Five Day Streak

Image Source: Pexels On Wednesday, the FTSE 100, the leading stock index in the UK, fell, ending a consecutive five-day rally. The decline was largely attributed to a dip in AstraZeneca’s shares after a revision of its target price. At the same time, investors were assessing local economic data along with remarks from Bank of England […]
ISM Non-Manufacturing Shows That Services Continue To Power The Economy Forward

ISM Non-Manufacturing Shows That Services Continue To Power The Economy Forward

Because services are roughly 3/4’s of the economy, I now pay a lot of attention to the economically weighted average of the ISM manufacturing and services indexes. Since the accession of China to normal trading status with the US, a downturn in manufacturing alone has simply not been enough to forecast recession – which has […]
Altcoin Google searches spike to 2021 all-time highs

Altcoin Google searches spike to 2021 all-time highs

Key Takeaways Google searches for ‘altcoins’ hit a record high of 100 on November 30, driven by overall market optimism post-election. The Altcoin Season Index has risen to 89, indicating strong market performance relative to Bitcoin. Share this article Google Trends data shows a big spike in interest in “altcoins” as of December 4, reaching […]
Bond Yields Need To Be Watched

Bond Yields Need To Be Watched

I hear lots of folks pointing out flaws in the markets, but I remind people that late Q4 declines from new highs are extremely rare. Cracks usually continue into the new year before any kind of meaningful pullback is seen. Sure, we can get a 2-3% pullback anytime and certainly between now and the 20th. […]
Exports Vs. Global Currency Weakness. The Corn & Ethanol Report

Exports Vs. Global Currency Weakness. The Corn & Ethanol Report

We kicked off the day MBA 30-Year Mortgage Rate, MBA Mortgage Applications, MBA Mortgage Market Index, MBA Mortgage Refinance Index, and MBA Purchase Index at 6:00 A.M., ADP Employment Change at 7:15 A.M., Fed Musalem Speech at 7:45 A.M., S&P Global Composite PMI Final and S&P Global Services PMI Final at 8:45 A.M., ISM Services […]
Bitcoin Exchange Reserves Plunge To Multi-Year Lows: Will BTC Gain From Supply Crunch?

Bitcoin Exchange Reserves Plunge To Multi-Year Lows: Will BTC Gain From Supply Crunch?

Image Source: Unsplash According to data from CryptoQuant, Bitcoin (BTC) reserves on cryptocurrency exchanges have dropped to a multi-year low. This decline coincides with the ongoing bull market, which has pushed the digital asset’s price closer to the $100,000 mark. This significant decline could have major implications for the asset’s supply-demand dynamics. Investor Confidence Increasing In […]
It’s Trump’s Stock Market, Invest Accordingly

It’s Trump’s Stock Market, Invest Accordingly

Image Source: Pexels The stock market is increasingly being driven by Trump and his agenda for his second term. If you’re looking to make money in this market, focusing on these items has been working well.Consider what has taken place with Meta (META).Historically, META’s CEO Mark Zuckerberg has been left leaning in his political views. He […]