Super Bullish Sentiment
Dec 23, 2024
Jeremy Parkinson
Finance
“The price extreme is the definition of the extreme of despair, which is in turn, by definition the moment when hope comes to prevail; hope feeds and is fed by rising prices until the peak of price and euphoria leave prices with only one way to go, which is down. This circular process underlies every […]
The Highest Earners Have Amassed A Growing Share Of Total Wages
Key Findings
Wage compression has been striking over the pandemic business cycle
Dec 23, 2024
Jeremy Parkinson
Finance, No picture
Image Source: Unsplash Congress continues to trash Social Security without adding the “very” necessary requirement of greater inputs to support what was already there and now adding a new funding requirement. Democrats have passed on providing a solution to Social Security shortfall which appears to be increasing with new withdrawals. Not that one always has to […]
Bifurcated Stock Market
Dec 23, 2024
Jeremy Parkinson
Finance, No picture
Image Source: Unsplash U.S. stocks and risks differentiated between a few megacap stocks and the rest of the market; also end of year contemplations.Video Length: 00:08:51More By This Author:PCE Buy Signal For Stocks Fed Cuts, Stocks Drop Record Bankruptcy Fears
CapEx Dollars Climb Following Election Day
Dec 23, 2024
Jeremy Parkinson
Finance
Investors are booking gains ahead of the new year despite a government shutdown being avoided, with stocks slipping and rates climbing. The stateside economic calendar hasn’t supported much optimism, with consumer confidence and durable goods orders missing expectations, but the predominant force currently driving markets is the hawkish shift in Fed expectations. While durable goods […]
Did You Buy The Dip?
Dec 23, 2024
Jeremy Parkinson
Finance
Last week I warned that that the Fed would be spooked by the uptick in inflation. In particular, I noted that the CPI had begun turning up after effectively flatlining for six months. See for yourself. The incoming Trump administration has made it clear that it sees the Fed as a political entity that favors the […]
Is The Fed Loosening Or Tightening And What Will It Do Next?
Dec 23, 2024
Jeremy Parkinson
Finance
Image Source: Pexels Since September, Jerome Powell’s Federal Reserve System has been cutting rates as if a financial crisis were looming. Just as in 2006, Powell raised the federal funds rate to 5.25 percent in the summer of 2023 and left it there until September of the following year. This past September, he cut rates by […]
Wall Street Bets On Lower Bond Yields In 2025, Aligning With Fed’s Outlook
Dec 23, 2024
Jeremy Parkinson
Finance
Image source: Pixabay This viewpoint suggests a prevailing expectation that the Fed will continue its easing cycle, even if the pace is slower than what some might desire. The Fed’s signal and a shifting yield curve The Fed’s signal of fewer rate cuts at its recent meeting introduces a layer of complexity to this outlook.The median […]
Ethereum Price Back In The Red: A Deeper Drop Ahead?
Dec 23, 2024
Jeremy Parkinson
Finance
Image Source: Pixabay Ethereum price extended losses and dropped below the $3,550 zone. ETH is showing bearish signs and might decline further below the $3,150 level. Ethereum started a fresh decline below the $3,550 zone. The price is trading below $3,500 and the 100-hourly Simple Moving Average. There is a key bearish trend line forming with […]
Apple’s Stock Nears $4 Trillion Valuation With IPhone 16 AI Boost
Dec 23, 2024
Jeremy Parkinson
Finance
Image courtesy of 123rf.com Apple Inc. (Nasdaq: AAPL) has witnessed a recent positive shift in its stock price, fueled by growing optimism regarding the iPhone 16 and its advanced AI capabilities. The tech giant is poised for a potentially record-breaking sales cycle, driven by consumer interest in the new AI features embedded in the latest iPhone models.According to […]
Softs Report – Monday, Dec. 23
Dec 23, 2024
Jeremy Parkinson
Finance
COTTON General Comments: Cotton was lower again last week and made new lows for the move and new contract lows. The trends are down. Selling has come from news that Trump will impose some big tariffs on China, but the tariffs posted were not as high as he had threatened before during the campaign. China […]