OIL on the move, inflation ticking up and GDP is flat. Stocks are still range-bound with erratic day-to-day moves. There is some talk that Japan’s Abe is going to move back the sales tax increase and plenty of central bank gibberish about rate hikes and live meetings. Coming up this week we are looking forward […]
Wildfires in Canada disrupting oil production is helping to move oil prices – is this finally the bottom for crude or just a false move that will resolve lower? China has mixed economic data, but markets like that inflation saw stabilization. A slew of earnings from the big-box retailers are on the way… What will […]
Key economic leaders in Europe downgraded future growth expectations and lowered their outlook for inflation. This is in the as they have provided record stimulus and gone so far as applying negative rates. China is still slowing and earnings have been so-so at best. Where do we go from here? In this episode we take […]
Earnings will be in the spotlight as the season has officially opened. It is time to find out if the fundamentals match the technical conditions. Chatbots are the all the rage – Microsoft’s failure and Facebook’s foray are on the list of topics we discuss. Crude surges as inventories see the biggest drawdown for 2016 […]
The debate over the effectiveness of central bank actions is raging on. Once an investor’s best friend, confidence is waning and markets are reacting. Following the best week of 2016, equities are once again seeing weakness as oil falls on OPEC comments. The bearish position is strengthening, but should this be a sign to start […]
Oil soars on news that there will be a production cut, then sours after the announcement of a production freeze. Waiting on the “left-hook” devaluation from China after they pledged to keep the Yuan strong. Draghi promises the world that more stimulus is on tap and Japan continues to believe that negative rates are the […]
CDS – Credit Defaults Swaps blowing out in Europe as negative deposit rates are having a terrible impact. Tech stocks blowing up as earnings and outlook are really concerning investors. Oil continues to get hammered and now below $30 per barrel – even with the rumors flying around that there will be a special/emergency meeting […]
Markets are still contending with cross currents and the free-fall in commodity prices. The most recent earnings from Apple (AAPL) and Google (GOOG) are pushing and pulling investors in different directions. We delve into the recent move by the Bank of Japan, earnings and the latest news that are shaping the investment climate. Plus, we […]
Market comeback? Short-squeeze ahead of the Fed? Oil hitting bottom? Not so fast… Apple’s (AAPL) earnings, facts about Oil and the million dollar Oprah Tweet – Just a few of the important discussion points from this episode – and much more. The big question is: Will this end up being the worst January for market […]
There has been no let up of the selling pressure. Even with an overnight pop, stocks lost most of their luster as the correction continues. Earnings season is now in full swing and even as we see some decent beats, that is not helping. Banks are expecting big losses on energy related debt and few […]
