Author Archive: Jeremy Parkinson
Week In Review: C-Bridge Raises $400 Million For Second China Healthcare Fund
Deals and Financings C-Bridge Capital, a China private equity firm with a life science focus, closed its second fund, C-Bridge Healthcare Fund II, at its $400 million cap (see story). C-Bridge plans to invest in late-stage companies in the fields of bio-technology, pharmaceuticals, medical devices and health care, particularly those with cross-border ambitions. C-Bridge is active […]
Weekly Trading Forecast: Are Markets Underestimating Fed Resolve?
Financial markets have been defined by fading Fed rate hike bets in recent weeks. An FOMC rate decision and second-quarter US GDP data now threaten that narrative. Euro Forecast: Can the Euro Continue to Defy a Dovish ECB and Soft Data Flow? The Euro faces a telltale period ahead as the bulls’ defiance of a dovish ECB is […]
The Winning Way To Set Trading Goals
In life, if you really want to achieve something — set a goal. Most people start out the New Year by resolving to lose weight or get in shape and fail miserably at those tasks. If on the other hand, everyone resolved to lose just 5 pounds or to walk briskly for 20 minutes twice […]
Week In Review: Stocks Mixed As Earnings Season Begins
The broader indices ended mixed while small cap stocks tried to breakout last week as earnings season officially began. Just to recap the first full week of earnings, the data is mixed. So far, nearly all of the big banks reported earnings, and nearly all of them, except for Morgan Stanley, fell on the day […]
The Longer-Term Trend – Saturday, July 22
In this week’s column by Mike Burk, he mentions that the trend in new 52-week highs is not confirming the new highs in the major stock market indexes. Reading between the lines, I think he is suggesting that there is a limit to how high the stock market can go without new 52-week highs for […]
Last Chance For The Dollar To Rally
I think we need to focus on what is happening to the dollar. The intermediate cycle is now 63 weeks long. Clearly that isn’t normal. I’ve maintained for several years that the end game was going to play out in the currency markets. There has to be consequences to printing trillions and trillions of currency […]
Treasury Snapshot: 10-Year Yield Down To 2.24%
Let’s take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended the day at 2.24% and the 30-year bond closed at 2.81%. Here is a table showing the yields highs and lows and the FFR since 2007 as of Friday’s close. The 2-10 yield spread is now at […]
U.S. Smashes Record: Highest Production Of Lowest Quality Fuel In The World
Yes, it’s true… the United States smashed another fuel production record this year. According to the U.S. Energy Information Agency (EIA), the country produced over one million barrels per day of this liquid gold in the first six months of 2017. Unfortunately, this isn’t something to brag about. It would be wise just to keep […]
E Japan’s Fully Employed Economy Is Growing Slowly, But So Is Its Labour Force
Government data published Tuesday revealed that the country’s labor shortage has reached its most extreme level in more than 40 years. Japan now has 1.48 jobs for every applicant. That’s the highest number since 1974, when rapid growth pushed the ratio to 1.53. It also exceeds the labor shortage peak Japan hit during its economic […]
Quantitative Easing In The Eurozone: What’s Next?
(Video length 00:03:40) In this week’s edition of Market Week in Review, Consulting Director Sophie Gilbert discussed with Kara Ng, senior quantitative investment strategy analyst, the key takeaways from European Central Bank (ECB) President Mario Draghi’s July 20 press conference on the bank’s quantitative easing (QE) program. In Ng’s view, the main message is that […]
