Archives by Month:
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
Nasdaq Surges To Best August Since 2000, Bonds Bid As EM Collapses
The US stock market seems distracted from bonds, FX, the yield curve, macro data, and geopolitics… so here is a distraction for the distraction watchers… It seems August was “buy all the things” month as bonds and stocks both rallied notably… and once again it was all about China… Especially buy US stocks – […]
Market Talk – Friday, August 31
Rumors that US President Donald Trump favors additional tariffs on China, has hit Asian stocks again, as we enter the long weekend liquidation. Weakness seems to be growing for emerging markets across the globe and that is having a knock-on effect on core markets. The Yen has blipped again, into a 110 handle, as the […]
Consumers See A Rosy Future, Driven By Income Gains
As we noted earlier, University of Michigan Consumer Confidence beat expectations but fell sequentially, further retreating from the highs set back in March. While the underlying index has drawn down a bit, some underlying details were extremely strong. As shown in the chart below, a rising share of consumers report buying conditions are good because they […]
Wrapping Up The Monthly Closes – US Markets And Metals
(Audio length 00:13:06) Chris Temple joins me to wrap up the markets for this week and more importantly the monthly close. We discuss the US markets at all-time highs and the metals sector closing at some key lower technical levels. We also look at the trade situation with Canada not able to reach a deal […]
Amazon Inches Closer To $1 Trillion Market Cap: ETFs In Focus
Online e-commerce behemoth Amazon (AMZN – Free Report) is heading toward $1-trillion market cap as its shares topped $2,000 for the first time. Shares of AMZN closed at $2,002.38 on Aug 29 and are just some dollars away from reaching 13-digit market capitalization. At $2,053 per share, Amazon will become the second U.S. trillion-dollar company after Apple […]
USD/JPY Initiates Bearish Sequence Amid Failed Run At August-High
Fundamental Forecast for Japanese Yen: Bullish JAPANESE YEN TALKING POINTS The recent rebound in USD/JPY unravels following the failed attempt to test the monthly-high (112.15), but fresh data prints coming out of the U.S. economy may prop up the exchange rate as Non-Farm Payrolls (NFP) are projected to increase another 191K in August. Signs of a more robust […]
Brazilian Real Soars On Speculation Lula Will Be Barred From Running For President
After tumbling just shy of all time lows on Thursday, dropping as low as 4.21 against the dollar, the Brazilian real and local assets have surged on hopes jailed leftist presidential candidate Lula, who is the undisputed leader in the polls ahead of Brazil’s presidential election, will be barred by Brazil’s highest electoral court from attempting a comeback […]
U Mich Beats Expectations, But Still Declines
Earlier today University of Michigan consumer confidence beat expectations, rising to 96.2 from 95.3 in the preliminary reading. Even with the uptick, the overall gauge is down from 101.4 in March, driven by declines in both current conditions and expectations. One reason to look past that relatively unimpressive showing was a much stronger number from […]
E Stock Analysis: Campbell Soup
(Video length 00:09:15) Campbell Soup (CPB) has been in the news all week. We will show you two reasons not to buy this stock.
Bonds Rise As Coca-Cola Consumes Costa Coffee For US$5.1bn
By Steven Levine Soft drink icon Coca-Cola (KO) has agreed to purchase British multinational coffeehouse Costa for £3.9bn (US$5.1bn) to capitalize on growing its hot beverage category in overseas markets. Through the deal, KO will acquire the international coffee platform from UK-based multinational Whitbread (WTB), including nearly 4,000 retail outlets that extend across parts of Europe, […]
