Author Archive: Jeremy Parkinson

Gold – The Monotony And The Destiny

Gold – The Monotony And The Destiny

We start by dusting off our dog-eared Funkin’ Wagnalls dictionary: ■ mo·not·o·ny noun: lack of variety and interest; tedious repetition and routine.“Gold’s state of being forever stuck in the $1,200s is one of monotony.” ■ des·ti·ny noun: an event that will necessarily happen to a particular thing in the future.“Gold’s date of being priced beyond $2,000 is one of […]
A Safe Haven Forecast For 2018: Watch The Correlation Between Gold And The Japanese Yen

A Safe Haven Forecast For 2018: Watch The Correlation Between Gold And The Japanese Yen

Gold and the Japanese Yen are widely accepted as safe havens. Given recent turmoil in the geopolitical landscape, with major events occurring like the threat of a nuclear war, Brexit and a European split up, and the likes, the question is why safe havens are not reacting stronger. Moreover, what can we expect from these […]
S&P 500, FTSE Face FOMC, BoE; DAX Looks To Extend ECB-Rally

S&P 500, FTSE Face FOMC, BoE; DAX Looks To Extend ECB-Rally

  S&P 500 Next week is a busy one on the fundamental-front. We begin a new month on Wednesday, and with it brings the November FOMC meeting. The market, as per the CME FedWatchTool, shows Fed fund futures pricing in virtually no chance of a rate increase. However, at this time there is a 98% […]
Here We Go Again: Sacramento Sells $425,000 Pads With No Money Down

Here We Go Again: Sacramento Sells $425,000 Pads With No Money Down

There were plenty of bad actors that contributed to the housing crisis in 2009…the banks that underwrote mortgages for people that they knew couldn’t afford the home they were buying and then turned around and sold those loans to unsuspecting insurance companies via RMBS structures…the high school janitor making $50,000 a year who suddenly figured […]
Week In Review: How Trump’s Policies Moved Stocks – Sunday, October 29

Week In Review: How Trump’s Policies Moved Stocks – Sunday, October 29

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump and his administration with this weekly recap compiled by The Fly: 1. CONSTELLATION BRANDS: Responding to investors’ concern over potential risk to Constellation Brands (STZ) if the U.S. withdraws […]
‘Where The Wild Things Are’

‘Where The Wild Things Are’

On Friday evening, we brought you some excerpts from the latest note by Deutsche Bank’s Aleksandar Kocic,in which the best analyst on the Street reminds you that the ECB decision represents a continuation of a regime characterized by a communication loop between central banks and markets. That communication loop (call it “transparency”) effectively makes it impossible for market […]
EUR/USD Weekly Analysis – Sunday, October 29

EUR/USD Weekly Analysis – Sunday, October 29

EUR/USD broke below 1.1662 key support, indicating that the bullish movement from 1.0340 had completed at 1.2092 already. Further decline could be expected and next target would be at the resistance-turned-support trend line on the weekly chart now at around 1.1400. A clear break below this trend line could trigger a further downside move to the 1.1100 […]
Weighing The Week Ahead: Fed Chair, Tax Proposal, Data Avalanche, Earnings – A Pundit’s Paradise

Weighing The Week Ahead: Fed Chair, Tax Proposal, Data Avalanche, Earnings – A Pundit’s Paradise

There is so much on the calendar next week that it is impossible to choose a single theme. The economic calendar includes all the major reports. It is still the heart of earnings season. Announcements are expected about a new Fed Chair (and perhaps other appointments), the tax reform proposal, and Special Counsel Mueller’s first […]
Natixis Warns, US Economy Will “Slow Down Substantially” In 2018

Natixis Warns, US Economy Will “Slow Down Substantially” In 2018

As US GDP growth rises at 3% or more for the second quarter in a row, French investment bank Natixis urges investors to prepare for the U.S. economy to “slow down substantially” as early as 2018. Video length: 00:00:53 Patrick Artus, chief economist at Natixis, warned that the current level of corporate investment is “abnormally high” and suggested a downward […]
Weekly Forecast: A Crowded Field With Fed, BoE, BoJ And NFPs Ahead

Weekly Forecast: A Crowded Field With Fed, BoE, BoJ And NFPs Ahead

The economic docket is packed with high profile market-moving event risk through the coming week. A key theme to emerge from this run will be monetary policy with the Fed, BoE and BoJ all on tap. The question is whether this packed schedule will translate into more productive volatility. US Dollar Forecast: US Dollar Rally Sees Risks […]