Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances. The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies. Good news and bad mixed for markets as we enter into a seasonally weak month. […]
Economics in the Upside Down. Tariff spat and trade war heating up – markets take a dive. Yield curve (2/10’s) clearly inverted. Chicken sandwich wars and fake chicken on the menu. Are these signs of something or just business as usual? PLUS we are now on Spotify ! Podcast: Play in new window | Download […]
Markets are taking back some of the steep losses from last week. All eyes are on the end of the week when we will hear from plenty of central bank know-it-alls from the Jackson Hole Eco confab. China’s economic condition is in focus and more…. PLUS we are now on Spotify ! Podcast: Play in […]
Market volatility is back – 400, 500 and 600 point moves are all of a sudden in style. Bond yields plunge and gold prices soar on the heels of massive geopolitical upheaval. Argentina stock market plunges and President Trump backs off on some tariffs. PLUS we are now on Spotify ! Podcast: Play in new […]
Fed rate cut decision and the employment report – all in the same week. Tech has some good news and some bad… Thoughts on the latest earnings season and more. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 59:08 — 54.4MB)Subscribe: RSS
The Fed parade was out in force last week as they are approaching a rate decision. markets are really hoping for a big cut at the end of the month. We may be setting up for some disappointment – depending on what the earnings season brings. Plus – a look into the latest reports and […]
Earnings season is here! Banks reporting that net interest margin is taking a hit. Massive outflows from equity funds – but markets hitting new highs – what is this about? Insights on these latest developments and more… PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 59:02 — 54.3MB)Subscribe: […]
Massive losses have plagued EuroZone banks for years – one bank is getting closer to the end of is life span. Plenty of economic news coming up and earnings season is about to get underway. Negative yields provide an interesting Arbitrage opportunity – that is helping one specific country. PLUS we are now on Spotify […]
We have a truce in the US/China trade spat. Trump Walks on North Korean Soil, Economic reports not encouraging and The Tariff Man Strikes again New Highs for the S&P 500, 5G impact on NOAA/NASA Satellite data and more…. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:00:44 […]
Miles of stupidity being unleashed around the world. Geopolitics may be the thing that knocks markets for a loop. All eyes are focused on the outcome of the G-20 meeting this week. Watch for specific words when they announce their results. Of course we talk economics, markets and all of the financial news that shape […]
