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Archives by Year:
Short Demand For HY ETFs Hits Record
There’s been a lot of discussion about HY ETFs of late and it’s not hard to understand why. As a reminder, junk bond funds saw massive outflows earlier this month in the wake of the market turmoil that also sent investors scurrying from IG funds (as rate jitters hit home) and, briefly, from equities. You might recall the following from […]
Data Distortions One Way Or Another
Back in October, we noted the likely coming of two important distortions in global economic data. The first was here at home in the form of Mother Nature. The other was over in China where Communist officials were gathering as they always do in their five-year intervals. That meant, potentially: In the US our economic […]
Is Bitcoin Really A Leading Indicator For The Entire Market?
At the start of February, just before the great vol-quake, we highlighted that a curious correlation was emerging between the VIX – and therefore the broader market as would be confirmed just days later – and bitcoin. We referenced a recent note from Deutsche Bank according to which “cryptocurrencies are closely watched by retail investors, affecting their […]
US Dollar Rally May Spell Trouble For Precious Metals
The last 14 months has seen the US Dollar Index fall nearly 15 percent (top to bottom). Sentiment toward the dollar has turned bearish as well. From a contrarian standpoint, the US Dollar Index is nearing an oversold bounce. But could it lead to a stronger rally than expected? Over the past two weeks, the Dollar […]
Why Is The Gold Price Not Moving Higher, Faster?
Inflation Is Back and Risks Are High, But This Is Why the Gold Price Is Not Reacting Federal Reserve Chair Jerome Powell delivered his first testimony before Congress. Investors all over the world had waited anxiously for his words. Many, given the huge leverage that exists in stocks now, wanted to discover where interest rates are […]
Microsoft Chart Is Poised For Another Move Up
Mr. Softy is back! Microsoft (MSFT) has looked good for a couple of years now, but the recent action is quite constructive. Based on what I’m seeing in the chart, there could be more upside to come. Money flow has remained positive, turnover has been solid and option call buying has been decent. The recent pullback […]
Oil Price Outlook Mired By Rising U.S. Output, Fresh Bearish Sequence
Crude continues to pullback from the monthly-high (64.21), with oil prices at risk for a larger correction as they carve a fresh series of lower highs and lows. Fresh updates from the U.S. Energy Information Administration (EIA) appear to be weighing on oil prices as crude inventories increased 3.02M barrels in the week ending […]
Tech ETFs & Stocks Surviving The Market Rout In February
The technology sector has shown immense upside potential this month even amid market turmoil, ruffled by fears of inflation and higher-than-expected rate hikes due to an upbeat January jobs data and Fed minutes. Now the remarks from the Fed Chairman Jerome Powell in its first testimony to Congress revived fears of more interest rate increases […]
The Only Thing That Matters (Europe)
Effective June 10, 2014, the European Central Bank cut the interest rate it paid on its deposit account to less than zero. That instrument in forming the floor for what is a money market corridor in European policy, it was the world’s first major NIRP experiment. Europe’s economy had by GDP been growing again for […]
