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Archives by Year:
Are German Government Bond Yields Changing 44 Year Trend?
Image Source: Pexels Interest rates continue to dominate our recent research. And rightfully so. Big swings in interest rates have ramifications for the domestic and global economy.Whether it is falling bond yields / interest rates in China (as we highlighted last week) or rising bond yields / interest rates in the U.S. (as we highlighted this week), it […]
Financials Get Q4 Earnings Off To A Good Start
Q4 earnings kicked off with five of the biggest companies within the financial sector. JP Morgan (JPM), Wells Fargo (WFC), Goldman Sachs (GS), Blackrock (BLK), and Citigroup (C) all reported results this morning. All five beat earnings estimates, with Goldman and JPM providing the biggest upside surprise.Three of five beat on sales estimates, while WFC […]
Rates Spark: Don’t Expect The Relief To Last Long
The US CPI number was okay, as it was better than expected. But it was not a good report. US CPI inflation is still running at around 3%. It is, however, providing Treasuries with an excuse to do some downside testing for yields. We doubt it goes too far, as there is not the ammunition […]
Stocks And Precious Metals Charts – Dovish CPI
As you may have heard the CPI number for US consumer inflation came in dovish this morning.Stocks rallied like it was 1999. Or 1929.JP Morgan led the banking sector higher with record trading profits.What a surprise.Bitcoin took back 100,000.There will be a stock option expiration on Friday.VIX fell down smashing into its moving averages.Gold and silver […]
Nasdaq Snaps Losing Streak On Inflation, Bank Earnings
All three major indexes enjoyed healthy session wins, following this morning’s cooler-than-expected consumer price index (CPI) reading. Bank earnings have been all the rage as well, with numerous big names sharing upbeat results for the fourth quarter. Today’s pop helped the tech-heavy Nasdaq snap its five-day skid. Plus, the S&P 500 and Dow each marked a third-straight gain with […]
Strong Upward Pressure On The Cost Of Food, What’s In Your Basket?
CPI and PPI food Indexes from BLS, chart by Mish The price of food away from home closely track the PPI. And the PPI shows rising pressure on prices.CPI Food Index Levels at Home vs AwayCPI Food Indexes from BLS, home vs away, chart by MishFrom January 2021 through December 2022, the trend line slope […]
US Senate Banking Chair Tim Scott to prioritize crypto regulation in new agenda
Key Takeaways Senate Banking Chair Tim Scott is focusing on crypto regulation and financial innovation in his new legislative agenda. The committee plans to foster digital asset products, balancing oversight with innovation, under new leadership. Share this article Senate Banking Committee Chairman Tim Scott is prioritizing crypto regulation and financial innovation as part of his […]
Why Microsoft Disagrees With Nvidia On Quantum Computing
Image Source: Unsplash Quantum computing stocks have been losing ever since Nvidia chief executive Jensen Huang said widespread applications of quantum computing are still decades away.But investors are rewarding these companies once again on Wednesday after Microsoft Corp (Nasdaq: MSFT) made a statement that starkly differs from Huang’s view on quantum computing.“We’re at the advent of the reliable […]
Ethereum Slows Down As Ozak AI Races Ahead In Revolutionizing AI And Blockchain
Image Source: Pixabay Ethereum is facing headwinds while Ozak AI gains momentum as a transformative force in the connecting junction of artificial intelligence and blockchain. Moreover, the dynamic highlights the shifting space in the tech-driven financial ecosystem and underscores the need for creation which could address the emerging problems.Ethereum’s Recent SlowdownEthereum is generally considered to be the backbone […]
Rebounds In Gas And Car Prices Outpace Deceleration In Shelter And Insurance Laggards
December consumer prices indicate that we are leaving the immediate post-covid era and seeing a rebalancing of sectors, as sectors that declined sharply in the past several years rebound.As in November, the only two categories of “hot” numbers showing price increases of 4.0% a year or more are two laggards: shelter and transportation services. All […]
