Category Archive: Finance, No picture
FX Week Ahead: Inflation Data Due From Eurozone, UK, Japan And Canada
Talking Points: Trade tensions are back in the spotlight after Friday’s announcement that US President Trump was ordering tariffs on $200 billion of Chinese imports. Inflation figures due out over the coming week may not carry the potency that they usually do – but the Canadian CPI report seems like it has the greatest potential […]
China May Skip Trade Talks, Cripple US Supply Chains After New Trump Tariffs
When discussing yesterday’s WSJ report that the Trump admin may slap the new, $200 billion round of tariffs on Chinese imports as soon as tomorrow, we said that such an escalation would likely derail talks with top Chinese officials, currently scheduled in Washington for Sept. 27 and Sept. 28. Now, in a follow up report, the WSJ has […]
The Three Big Lessons We Didn’t Learn From The Economic Crisis
Ten years ago, after making piles of money gambling with other people’s money, Wall Street nearly imploded, and the outgoing George W. Bush and incoming Obama administrations bailed out the bankers. America should have learned three big lessons from the crisis. We didn’t, to our continuing peril. First unlearned lesson: Banking is a risky business […]
JPY Rate Forecast: Easing Trade Tension And Widening Spreads Weigh
USDJPY Analysis and Talking Points: Easing Trade Tensions and Widening Spreads Bearish JPY BoJ Rate Decision and CPI in Focus Fundamental Forecast for JPY: Bearish The Japanese Yen had been notably weak against the USD with losses of over 1%. While the economic calendar had been somewhat quiet from the Japanese point of view mid-week source reports that the […]
The Top 4 Marijuana Stocks In CBD Right Now
Are you ready? A new industry is on the cusp of significant expansion. This is according to a just-released report by the Brightfield Group. It has calculated that the hemp-CBD market alone could reach $22 billion by 2022. Even for 2018, we are looking at a $591 million industry. CBD specifically is a non-psychoactive cannabinoid […]
Brand Bravery As A Go-to-Market Strategy
Nike’s tenet “Believe in something. Even if it means sacrificing everything.” is inspirational. While some are applauding Nike for standing up for what it believes, others (who disagree with Nike on this issue) find themselves torn between their love of the brand and their own beliefs. Quinnipiac University found that American voters approve of Nike’s […]
Consumer Expectations: Home Prices, Spending, Household Income, Inflation
Every month, the NY Fed conducts a survey of consumer expectations. The lead chart is from the Fed, I created the others The New York Fed Survey of Consumer Expectations shows “Consumers’ Expectations Largely Stable; while Home Price Growth Expectations Continue to Retreat”. Year-ahead inflation expectations remained steady at 3.0 percent over the month while three-year-ahead […]
What Caused The Financial Crisis?
Sad but true — the financial crisis was all about bad monetary policy, a housing bubble, and poor bank risk management There are a lot of opinions being trotted around ten years after the financial crisis. A lot of them are self-serving, to deflect blame from areas that they want to protect. What you are […]
USD/JPY Forecast Sept. 17-21 – Dollar Is King, But The Yen Is Plotting A Coup
Dollar/yen advanced nicely as trade wars took a step back, US yields climbed and the Fed remained hawkish. But not everything is going in favor of the pair. USD/JPY fundamental movers The deadline came and went and the US did not impose new tariffs on China. On one hand, Trump threatened to add additional ones. On the other […]
