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Archives by Year:
Rising Oil Prices: Economic Boon Or Global Doom?
Image Source: Pixabay Join us in a riveting discussion with Josh Young of Bison Interests and host Jimmy Connor, diving deep into the volatile world of oil prices and their broader economic implications. From geopolitical tensions to investment strategies, uncover essential insights into navigating the current energy crisis. Discover how these shifts could affect your portfolio […]
Inflation In February 2024
Core CPI surprises (0.4% vs. 0.3% m/m) on the upside, while headline at consensus.Figure 1: CPI headline instantaneous inflation (a=4,T=12) (black), core (sky blue), supercore month-on-month (green), mean month-on-month (red). Instantaneous inflation per Eeckhout (2023). Source: BLS, Dallas Fed via FRED, BLS, and author’s calculations. Recall the CPI inflation is on average (pre-pandemic) about half a percentage point […]
Stocks Rally Despite, Higher Rates And Hotter CPI
Image Source: Pixabay As mentioned yesterday, it seemed pretty clear that stocks were likely to rally today. Given how high the shorter-dated implied volatility levels got yesterday, on the VIX 1-day, that measure crashed back to 11 from around 19 today. That is pretty much what gave stocks the momentum needed at the start of the […]
Rates Spark: Curbing The Lower Rates Enthusiasm
The ECB’s operational framework review will likely propose a demand-driven model with a structural bond portfolio. Wednesday will feature on this. In the background, the January pop in inflation has extended to February. Not great for rate cut bulls, although we’re impressed with the implied resilience to the June rate cut discount.Image Source: Pixabay Three elements will […]
XRP For Boomers
According to data, XRP saw a significant 15% spike in its price over the last 24 hours.The price gain was met with a more than 250% growth in its daily trading volume.Could this recent rally rest solely on Bitcoin’s rally?Some fundamentals.Ripple is a payment settlement system and currency exchange network.In a transaction between 2 parties, […]
Market Talk – Tuesday, March 12
ASIA:The major Asian stock markets had a mixed day today: NIKKEI 225 decreased 22.98 points or -0.06% to 38,797.51 Shanghai decreased 12.52 points or -0.41% to 3,055.93 Hang Seng increased 505.93 points or 3.05% to 17,093.50 ASX 200 increased 8.30 points or 0.11% to 7,712.50 Kospi increased 21.97 points or 0.83% to 2,681.81 SENSEX increased […]
S&P 500 Notches Record Close; ‘Fear Gauge’ Sinks
The S&P 500 logged a record close on Tuesday, as contentment with the consumer price index (CPI) for February took hold of Wall Street. Meanwhile, the Dow and Nasdaq notched healthy triple-digit wins as investors — who still expect interest rate cuts in June — rotated back into the tech sector, with both Nvidia (NVDA) and […]
Stocks Are Testing New Highs As Inflation Comes In Hot (Again)
Image Source: Pexels The headwinds are blowing stronger and stronger, but most stocks are still defying gravity and, in a lot of cases, common sense. All three big indexes were looking strong in late trading today.And this is all despite the fact that we got a hotter-than-expected CPI report this morning.But Bitcoin, which, along with gold, […]
WTI Turns Green After API Reports Across-The-Board Inventory Draws
Image Source: Unsplash Oil prices slipped lower today after uglier than expected inflation sent yields higher (whipsawed wider markets) and perhaps more notably, OPEC said its latest supply cuts had stalled as Iraq and Libya produced more than their quota.Slightly higher-than-expected CPI numbers are not likely to “rock the boat,” said Ole Hansen, a commodity strategist at […]
Don’t Fool Yourself: Higher Rates Will Bring Pain To The Credit Markets
Image source: Pixabay Since the October lows, stocks have roared back to record highs, and bonds have risen solidly as US 10yr Treasury yields have dropped from 5% to near 4%.Will the bull run continue through the rest of 2024? It is an election year in America after all.Or, have the animal spirits carried assets to […]
