Author Archive: Jeremy Parkinson
Markets Dip (And Then Rebound) Amid Trade War Tensions
Global markets were mostly down for the week amid concerns of an intensifying trade war. Markets broke their losing streak and rebounded a little bit on Wednesday as Federal Reserve Chairman Jerome Powell signaled strength in the economy when he laid out a path for continued rate raises. In the S&P 500, only the Real […]
Will Disney’s Epic Buyout Of Fox Mark The End Of The Everything Bubble?
As bubbles expand and hot money starts burning holes in corporate pockets, merger and acquisition deal terms begin to leave reality behind. Often one deal of such breathtaking size, scope and hubris is struck that — in retrospect — heralds the end of the era. The junk bond bubble of the 1980’s, for instance, hit […]
E Federal Reserve And Long-Term Debt – Warning!
Won’t somebody please say something different about the Federal Reserve? Or nothing at all? It seems amazing to me that we are so studiously focused on comments, statements, or actions emanating from the Fed. It is as if think we expect to find a morsel of truth that will give us special insight or a […]
IPOs Are Heating Up Once Again
A few big-name companies have grabbed the lion’s share of the IPO limelight so far this year, including major tech players Spotify SPOT and Dropbox DBX. Meanwhile, some investors might have missed just how busy 2018 has been, in fact, June could end up being the busiest month of initial public offerings in three years. Recent IPOs Many […]
Yuan Weakness To Persist On RRR Cut Bets, Trade War; Equity Losses May Ease
Fundamental Forecast for CNH: Bearish US-China trade war could continue to drag down the Yuan and Chinese equities. A reserve requirement ratio cut could weaken the Yuan but benefit Chinese equities. Chinese regulators may leave the Yuan falling when it continues, while support equities. Both the Chinese Yuan and Chinese equities tumbled this week: the offshore Yuan (CNH) […]
Chart Of The Week; Back To Boring
There are surely a lot more interesting and entertaining things to picture. EFF provides us with continuous opportunity to pick at the FOMC’s competence. Even LIBOR and the TED spread are back in play, a rise in both going back to May 29 and that massive, worldwide collateral call. Brazil’s central bank is paying through the nose just so […]
Emerging Markets: What Changed – Friday, June 22
Written by my colleague Dr. Win Thin In the EM equity space as measured by MSCI, Mexico (+2.4), Turkey (+1.7%), and Russia (+1.5%) have outperformed this week, while the Philippines (-6.6%), UAE (-4.3%), and Thailand (-3.9%) have underperformed. To put this in better context, MSCI EM fell -2.4% this week while MSCI DM fell -0.8%. […]
Small Caps, Technology And Pharma To Drive A Renewed Market Rally
Today, we want to alert you to the fact that the move in the US majors may not be over and we could be looking at many weeks or months of upside price bias with some 3~6% price rotations going forward. As we’ve been trying to warn our readers, there are a bunch of “top […]
