Archives by Month:

Archives by Year:

A Futurist’s Vision Of Energy

A Futurist’s Vision Of Energy

Recently a client drew our attention to a presentation by Stanford University Futurist Tony Seba. He has made a splash with his predictions of imminent, dramatic changes in the transportation industry. In less than a generation he expects a world of self-driving (i.e. autonomous), electric vehicles (EVs) supported by a heavily solar/wind-powered electric grid. In June […]
GBP: Further Weakness Likely, But Not Inevitable

GBP: Further Weakness Likely, But Not Inevitable

Talking Points: UK Prime Minister Theresa May remains under pressure ahead of the start of the fifth round of Brexit negotiations between the EU and the UK. Both fundamentally and technically, GBP/USD looks set for further falls. However, there’s bound to be a correction at some point; the key question is when. Fundamental Forecast for GBP: Bearish GBP/USD […]
Emerging Markets: Week Ahead Preview – October 8

Emerging Markets: Week Ahead Preview – October 8

EM FX ended the week under pressure, as US data points to a rate hike in December and perhaps more in 2018. FOMC minutes this Wednesday will be closely studied for clues. US retail sales and CPI data Friday will also be important. We believe the most vulnerable currencies in this environment are ZAR and TRY, but one could […]
Everything Changes When Bond Yields Begin To Rise

Everything Changes When Bond Yields Begin To Rise

This week (Monday – Thursday) the Dow Jones closed at new all-time highs, with Friday’s close being just a whisker from making it five in a row. Looking at the daily closes for the Dow Jones (Blue Plot below) with its 52Wk High Line (Green Plot), since late October of last year, they’ve almost overlaid […]
Bulls Still In Charge

Bulls Still In Charge

After reaching 2508, SPX consolidated for a few days down to 2489, and when it failed to go lower but broke above 2510 instead, it identified the correction as a re-accumulation pattern which carried a potential count to about 2575. I thought that there would be a phase consolidation taking place between 2530-2540, but the […]
2550 And 2600 Resistance

2550 And 2600 Resistance

Here’s an updated support and resistance chart for the S&P 500 Index (SPX). 2600 is the next resistance level if 2550 can be cleared with maybe a small stall in the 2565 to 2575 area. You can see the Twitter sentiment chart for SPX here. The breadth and bullish and bearish chart is here.
Bank of Sabadell moves HQ out of Catalonia

Bank of Sabadell moves HQ out of Catalonia

Bank of Sabadell, the fifth-largest lender in Spain, has revealed it will move its headquarters to the southern city of Alicante, in the aftermath of the independence conflict in the region. The financial institution, which has more than 130 years of history in Catalonia, announced the decision on October 5, amid rising tensions between the region’s […]
Colorado leads the way for advanced industries in US

Colorado leads the way for advanced industries in US

Not only are advanced industries (AIs) key drivers of the US economy, they are also the prime economic drivers for the state of Colorado. Comprising engineering and R&D-intensive companies, they deliver products and services in a wide range of markets, from aerospace to medical devices. To ensure the progression of this vital aspect of Colorado’s […]