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The Mystery Of Low U.S. Inflation
Oct 16, 2017
Jeremy Parkinson
Finance
“As I will discuss, this low inflation likely reflects factors whose influence should fade over time. But as I will also discuss, many uncertainties attend this assessment, and downward pressures on inflation could prove to be unexpectedly persistent. My colleagues and I may have misjudged the strength of the labor market, the degree to which […]
3 Market-Beating Stocks For Your 2018 Radar (With Extreme Upside Potential)
Oct 16, 2017
Jeremy Parkinson
Finance
Which three under-the-radar stocks have both a Strong Buy analyst consensus rating and big upside potential? We looked for three top stocks (outside of the usual big-name tech stocks) which make compelling investing opportunities. One of these- biotech Gemphire Therapeutics- has upside potential of 145% for the next 12 months according to the Street. TipRanks […]
Recent Investment: Hormel Foods
Oct 16, 2017
Jeremy Parkinson
Finance
Being October almost half over I did my first investment this month and probably only one for September. I invested in very popular stock among the dividend investing community, as I bought 65 shares of Hormel Foods. A company with an amazing financial situation and currently a very fair valuation. All in all, I purchased 65 […]
EUR/USD And GBP/USD Forecast – Monday, Oct. 16
Oct 16, 2017
Jeremy Parkinson
Finance
EUR/USD The EUR/USD pair tried to rally on Friday but found enough trouble at the 1.19 level to turn around and form a shooting star like a candle. This suggests that we may see a bit of selling in the short-term, but the longer-term still looks healthy to me. The overall attitude of the market […]
FX Markets Turn To Inflation Data From New Zealand, The UK, And Canada
Oct 16, 2017
Jeremy Parkinson
Finance
10/16 Monday | 21:45 GMT | NZD Consumer Prices Index (Q3’17) New Zealand is expected to see a small rise in Q3’17 inflation figures, constrained by the reduced base effect from oil prices as well as a stronger trade-weighted New Zealand Dollar year-over-year. As a result, we’re looking for the Q3’17 New Zealand CPI figure to come in at +1.8% […]
Pound Edges Higher On Interest Rate Intrigue
Oct 16, 2017
Jeremy Parkinson
Finance
The British pound headed higher on Monday despite Prime Minister Theresa May’s struggles with Brexit policy that has been plaguing the currency of late. The strengthening was largely due to speculation that the Bank of England will raise interest rates before the end of the year, a prospect whose influence over the sterling seems to be, […]
Crude Oil: Kurdish Conflict
Oct 16, 2017
Jeremy Parkinson
Finance
Iraq is moving troops around the Kurdish region of Iraq, putting at risk about 600,000 barrels of daily oil production at a time when global oil supply is tightening. Oil is also getting support from the Trump Administration’s decision to decertify the Iranian nuclear deal and kicking the can to the U.S. Congress that will […]
Risk In Asia: India Has The Highest Gearing
Oct 16, 2017
Jeremy Parkinson
Finance
India has the highest gearing measured as net debt-to-equity, followed by the Philippines. The Info Tech sector usually has low gearing and high cash levels, which explains Taiwan’s low gearing where about 50% of total market cap is Info Tech companies.
Does Government Ownership Make A Company A Better Investment?
Oct 16, 2017
Jeremy Parkinson
Finance
As we’ve highlighted in recent weeks, flows to emerging markets have accelerated dramatically in 2017. While the largest recipients of those flows have been in market capitalization-weighted strategies, we believe investors may be overlooking a meaningful risk: the role EM government ownership can have on future returns. Ignoring Risk vs. Managing Risk When investors allocate outside of developed […]
Morning Call For Monday, Oct. 16
Oct 16, 2017
Jeremy Parkinson
Finance
OVERNIGHT MARKETS AND NEWS Dec E-mini S&Ps (ESZ17 unch) this morning are up +0.04% at a new all-time nearest-futures high and European stocks are also up +0.04%. Strength in commodity producing stocks is lifting the overall market with Nov WTI crude oil (CLX17 +1.32%) up +1.38% at a 2-week high and Dec COMEX copper (HGZ17 […]