Archives by Month:

Archives by Year:

Dick’s Sporting Goods Q4 Earnings: ‘Our Growth Opportunities Are Significant’

Dick’s Sporting Goods Q4 Earnings: ‘Our Growth Opportunities Are Significant’

Dick’s Sporting Goods Inc (DKS) is trading up in premarket on Thursday after reporting solid financial results for its fourth quarter. Dick’s stock up on encouraging guidanceThe stock is in the green also because $DKS issued upbeat guidance for the future. The sports goods retailer now forecasts its adjusted per-share earnings to fall between $12.85 and $13.25 on […]
A Time-Tested Strategy: Laddered Treasury Solutions

A Time-Tested Strategy: Laddered Treasury Solutions

The new rate regime has presented investors with a fixed income backdrop that hasn’t been witnessed in more than a decade and a half. Against this backdrop, bond portfolio decision-making has been presented with a new, or shall we say “old,” opportunity for positioning.PexelsWith income back in fixed income and uncertainty surrounding the macro outlook, investors can […]
Strong US Retail Sales May Help Extend The Dollar’s Recovery

Strong US Retail Sales May Help Extend The Dollar’s Recovery

Image source: Pixabay  Overview: We have put emphasis on today’s US retail sales report. A recovery from the weather-induced weakness in January should underscore the resilience of US demand after another 200k jobs were created and personal income jumped 1%. While the dollar has traded firmer in the first half of this week, given the 25 bp […]
Crude Oil Commentary – Thursday, March 14

Crude Oil Commentary – Thursday, March 14

First Inventories Draw in 7 WeeksCrude prices are starting to build some bullish momentum here. After early weakness on Monday, crude futures have now recovered around 5% off the week’s lows and are fast approaching a fresh test of the YTD highs. Futures pushed firmly higher yesterday in response to the latest data from the […]
Markets Still Expect Rate Cut In June, But Doubt Is Creeping Higher

Markets Still Expect Rate Cut In June, But Doubt Is Creeping Higher

The mixed news on inflation earlier this week didn’t help, but neither did sticky inflation news derail expectations that the Federal Reserve will start cutting interest rates in June.Pixabay Yet uncertainty about the timing is creeping higher, as a confluence of factors muddy the outlook. Let’s start with Fed funds futures, which are currently pricing in a roughly 67% […]
Powell Is Caught In A Trap, But We Don’t Have To Be

Powell Is Caught In A Trap, But We Don’t Have To Be

Fed Chairman Powell has the impossible task of guiding the economy to a “soft landing” – balancing the need to tame out-of-control inflation while preventing a major market crash and recession/depression.Here’s what is bearing down on America. The Fed bailed out the banks; $9 trillion+ in phony money. Government debt skyrocketed over $34 trillion and […]
Oil Rallies On US Crude Stockpile Drawdowns

Oil Rallies On US Crude Stockpile Drawdowns

Oil prices are rallying for a second consecutive day after the weekly US Crude data pointed to a drawdown in stockpiles. The recent drop was unexpected, although traders were already positioned for a draw in recent days with markets asking questions on how long the US could keep up this pace of pumping up Oil. […]
USD/JPY Trades Sideways Near 147.50 With Eyes On US Data

USD/JPY Trades Sideways Near 147.50 With Eyes On US Data

  The USD/JPY pair consolidates in a tight range around 147.70 in Thursday’s European session. The asset struggles to find a direction as investors stay on the sidelines ahead of the United States Producer Price Index (PPI) and Retail Sales data for February, which will be published at 12:30 GMT. The economic data will provide fresh guidance on interest rates […]
Can PennantPark Investment Avoid Another Dividend Cut?

Can PennantPark Investment Avoid Another Dividend Cut?

Image Source: Unsplash  I have a soft spot in my heart for PennantPark Investment (NYSE: PNNT).A long time ago, when I was in my 20s, I was taking the train home and noticed that someone had left an investment newsletter behind. I don’t remember which newsletter it was (maybe it was from one of my predecessors here at […]
Asia Week Ahead: Will The Bank Of Japan Hike Rates

Asia Week Ahead: Will The Bank Of Japan Hike Rates

Central banks in Australia, China, Taiwan and Indonesia meet to discuss policy next week but the focus will be on Japan, which could change its forward guidance to signal an imminent rate hike.Pexels  Bank of Japan: End of an era?The Bank of Japan’s monetary policy meeting next week will be the most closely watched macro event by market […]