Category Archive: Finance, No picture
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 […]
Looking For Value & Earnings Growth? 4 Retail Gems For You
“It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett Smart investors often consider value style as one of the most effective approaches. In value investing, the focus is on stocks that are trading below their inherent worth but are fundamentally […]
Euro Forecast: After ECB Holds, Italy To Come Back Into Focus For Euro
Fundamental Forecast for EUR/USD: Neutral The European Central Bank continues to aim for ending its QE program in December, then raising rates by the end of “summer 2019”, citing “receding” uncertainty around its inflation outlook. Any goodwill provided by the ECB’s confidence in its policy path was quickly erased by Friday as concerns over the […]
Is Janet Yellen Just Trolling Donald Trump Now?
Back in July, in an interview with CNBC’s Joe Kernen, Donald Trump lamented the fact that relatively hawkish Fed policy is indirectly helping America’s trade partners weather the tariff storm. “I’m not thrilled because we go up and every time you go up they want to raise rates again”, the President said, adding that while he’s […]
Yellen Wants Fed To Commit To Future Booms To Make Up For Busts
Former Fed Chair Yellen promotes “Lower for Longer”, a policy in which the Fed knowingly keeps interest rates too low. Here’s the asinine policy proposal of the day: Fed Should Commit to Future ‘Booms’ to Make Up for Major Busts. The U.S. Federal Reserve should commit to letting economic booms run on enough to fully […]
