DHUnplugged #473: Moaning and Droning

Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region.

On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans?

Inflation will see a big move with the jump in oil prices – how will the Fed handle it?

 

PLUS we are now on Spotify !


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DHUnplugged #471: Blowhards

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.

 

PLUS we are now on Spotify !


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DHUnplugged #470: Trend on The Bend

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 !


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DHUnplugged #468: Rolling Coaster

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 !


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DHUnplugged #466: Flip-Flop Stop!

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 guidance from key companies…

PLUS we are now on Spotify !


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DHUnplugged #464: Failed Experiment

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 !


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