EDITOR'S CHOICE
All You Really Needed Was The Yield Curve
Article By:
Jeffrey P. Snider
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Monday, August 12, 2019 11:01 AM EDT
If the world hadn’t been fooled into blindly following central bankers, all anyone would’ve needed this whole time to perfectly understand the situation was Treasury rates and the yield curve.
In this article: VIX
Making Sense Of This Market
Article By:
Sheraz Mian
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Saturday, August 10, 2019 7:12 PM EDT
The market is juggling a number of balls, from never-ending trade/tariffs issues to worries about global growth and Fed policy. Treasury bond yields have become a proxy for the interplay of these worries in real time.
The Myth Of CNY Down = Stimulus Won’t Die
Article By:
Jeffrey P. Snider
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Friday, August 9, 2019 1:05 AM EDT
There are only losers in the eurodollar’s war on global growth. A weaker CNY does acknowledge that the Chinese really do need help, but certainly it is not the help they need.
In this article: CNY
Is It Time To Add Gold And Silver To Your Portfolio?
Article By:
Global X ETFs
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Thursday, August 8, 2019 4:11 PM EDT
As gold and silver have become more popular alternative investments for investors, there are now myriad options for investors to gain exposure.
The Prospects Of A Weaker Dollar Policy
Article By:
Michael Lebowitz
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Wednesday, August 7, 2019 7:10 AM EDT
Without fiscal support, a weak dollar policy might be where Donald Trump goes next. A weaker dollar could stimulate export growth as goods and services produced in the U.S. become cheaper abroad.
In this article: UUP
CNY 7: The Gears Behind The Clockface
Article By:
Jeffrey P. Snider
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Monday, August 5, 2019 5:24 PM EDT
China is manipulating its currency, alright, but as a passenger on the eurodollar train. The fact that it keeps to a regular schedule doesn’t suggest control; quite the opposite.
In this article: CNY
No Matter What The Fed Does, It’s Bullish?
Article By:
Lance Roberts
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Monday, August 5, 2019 7:22 AM EDT
While it is certainly possible for equities to push higher over the short-term, seemingly to confirm the “bullish calls,” don’t forget your time horizon is substantially longer.
In this article: SPX
The Earnings Picture Is Good Enough
Article By:
Sheraz Mian
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Saturday, August 3, 2019 5:36 PM EDT
The overall picture emerging from the Q2 earnings season is good enough; not great, but not bad either. The fact that there is not much growth is hardly news to anyone.
Markets During Apollo 11
Article By:
David Kotok
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Thursday, August 1, 2019 2:59 PM EDT
Equity markets have reflected the country’s growth in population and technology. It’s been 20+ years since we have been at the level of bond yields that were existing at the time of the moon landing.
Rethinking Renewable Mandates
Article By:
Gail Tverberg
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Wednesday, July 31, 2019 2:46 PM EDT
Powering the world’s economy with wind, water and solar, and perhaps a little wood sounds like a good idea until a person looks at the details.
The Fed Chairman And The Phillips Curve
Article By:
Mises Institute
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Tuesday, July 30, 2019 9:41 AM EDT
It is a well-known belief that by means of monetary policy, the central bank can influence the rate of real economic expansion.
The 5 Mental Traps Investors Are Falling Into Right Now
Article By:
Lance Roberts
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Monday, July 29, 2019 10:07 AM EDT
Cognitive biases are a curse to portfolio management as they impair our ability to remain emotionally disconnected from our money.
In this article: IWF
A Reassuring Earnings Picture
Article By:
Sheraz Mian
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Saturday, July 27, 2019 6:18 PM EDT
With results from 44% of S&P 500 members already out, we haven’t seen any major negative surprises. We expect this generally favorable trend to continue this week as we enter the second half of the Q2 reporting cycle.
Is WTI Oil Readying For A 30% Price Drop?
Article By:
Admiral Markets
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Friday, July 26, 2019 11:23 AM EDT
So far this year, the oil market has had to navigate a raft of threats including rising tensions between Iran and the West, oil tankers being seized in the world's busiest shipping lane - the Strait of Hormuz.