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Archives by Year:
Rates Spark: Long-End Rates Look Too Low Post The FOMC
Noteworthy here is the upside shift in the market expectation for the effective fund rate for end-2025. It’s essentially flat to the current 10yr SOFR rate. Something is mis-priced here. Most likely, long tenor rates are too low. Compared to the Fed, the ECB has more flexibility to cut rates if needed, posing downside risks […]
Drone Stock Red Cat Holdings Keeps Flying, Up 938% YTD
Image Source: Pexels Drones have been in the news this week with mysterious sightings, mostly along the east coast. Some drone stocks have also been flying, including Red Cat Holdings (Nasdaq: RCAT), which is up some 31% over the past week and 94% over the past month.It has been an incredible year for Red Cat stock. Red Cat started the […]
How Competitive Is China?
Image Source: Unsplash This probably seems like a silly question, but it’s actually a hard one to answer quantitatively.The standard measure is the CPI deflated trade weighted exchange rate, but this uses prices relevant to consumers, not producers. And not cost of production. As discussed in Chinn (2006), unit labor costs (ULC) would be the most appropriate. […]
Record Bankruptcy Fears
Image Source: Pexels Corporate and consumer bankruptcies are in the news.Video Length: 00:12:17More By This Author:Mixed Market Signals Economic Sentiment Flips Economic Updates And CEO Assassination
Fed cuts rates by 25 basis points as crypto market extends losses
Key Takeaways The Federal Reserve reduced its benchmark interest rate by 25 basis points amid mixed economic signals. The crypto market experienced declines with Bitcoin dropping 4% and Ethereum and Solana seeing larger losses. Share this article The Federal Reserve cut its benchmark interest rate by 25 basis points to a target range of 4.25%-4.5%, […]
Ethereum Spot ETFs Witness Unbroken 16-Day Inflow Streak: New ETH ATH Soon?
Image Source: Pixabay Ethereum spot exchange-traded funds (ETFs) have logged 16 consecutive days of positive daily inflows, renewing optimism for ETH’s potential new all-time high (ATH) in the coming weeks. However, for ETH to reach this milestone, it must surpass the critical resistance level of $4,000. Ethereum Spot ETFs Attracting Consistent Inflows According to data from […]
Have The Gold And Silver Rallies Already Peaked
Image Source: Pixabay We’re quickly coming towards the end of what’s been an historic year for the gold and silver markets.Gold has been hitting new record highs all year, while silver finally crossed the $30 level, and at one point even broke $35 per ounce.But have we already seen the peak in the rally?Or are there […]
Hawkish Fed Cut Rates As Expected; Signals Dramatically Less Aggressive Rate-Cut Cycle
Image Source: Pexels Since the last FOMC meeting – on November 7th – the dollar and stocks have rallied while gold and oil have lagged as the dollar flatlined (amid significant volatility on the way from various macro data surprises)…Source: BloombergMost notable is the fact that inflation data has dramatically surprised to the upside and ‘hard’ data […]
Grains Report – Wednesday, Dec. 18
WHEAT General Comments: The markets were a little lower in all three markets. USDA showed poor export demand in the weekly reports. World Wheat demand was strong with Saudi Arabia buying over 800,000 tons of optional origin Whet that s likely to come from Russia, Europe, and perhaps South America. Tensions remined high between Ukraine, […]
A Perfect Storm For The Canadian Dollar
USD/CAD is trading at the pandemic highs as the loonie is rapidly losing its low-volatility, safer commodity currency status due to Trump’s threat of 25% tariffs on Canadian goods. A fully-fledged North American trade war can take the pair to the 1.50 mark on the back of more Bank of Canada rate cuts. Political developments […]
