Content
Bitcoin Will Move Higher Because Gold Is Moving Higher
Article By:
Taki Tsaklanos
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Sunday, July 26, 2020 12:46 PM EDT
Our bullish Bitcoin price forecast is clearly underway. We’ll see much higher crypto prices, and Bitcoin prices in particular, in 2020 as fundamentally, everything is lined up for Bitcooin to move higher.
Macro As July Winds Down
Article By:
Marc Chandler
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Sunday, July 26, 2020 6:37 AM EDT
We don't anticipate that the dollar's role in the world economy, as the numeraire is going to change anytime soon. The primary reason is that there is no compelling alternative to the depth and breadth of the US Treasury market.
Gundlach Says "Classic Bear Market Rally" Reminds Him Of 1999
Article By:
Tyler Durden
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Sunday, July 26, 2020 5:12 AM EDT
Jeffrey Gundlach, the billionaire chief investment officer of DoubleLine Capital, was quoted by Reuters on Friday as saying the stock market's parabolic move in the last couple of months reminds him of the days right before the Dot Com bust.
Blockbuster SAR-CoV2 Disrupters Pre-ICU / Admitted ICU Patient Treatments & COVID-19 T-Cell Vaccine Horizon
Article By:
James Gornick
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Wednesday, July 22, 2020 5:50 AM EDT
In recent months, there has been a flurry of activity within the clinical trial sector. When all trial types are considered, there are over 400 studies exploring approaches to diagnosing, treating, or preventing COVID-19.
China’s Stock Market: A Decisive Week Ahead
Article By:
Taki Tsaklanos
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Sunday, July 19, 2020 1:59 PM EDT
China’s stock market was wildly bullish two weeks ago, with a giant breakout. The breakout was so fast and furious that, logically, it had to come down. What’s next, can we add China to our successful forecasts for the medium term?
Biotechnology Stocks Want To Move Aggressively Higher In 2020
Article By:
Taki Tsaklanos
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Sunday, July 19, 2020 12:56 PM EDT
The biotech market is doing exactly what we expected it to do: move strongly higher. We know for sure that biotech stocks will move aggressively higher in the second part of 2020.
In this article: IBB
Stocks Have Very Limited Upside Based On Earnings Trend
Article By:
Michael J. Kramer
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Saturday, July 18, 2020 6:27 PM EDT
Taking a longer-term viewpoint on the market, more than a year, for stocks to continue to rise, they will have to do it without fundamentals. It will come in the form of multiple expansion, which will not be easy given multiples are already higher.
In this article: SPY
Has The Global Market Recovery Run Out Of Steam?
Article By:
Maithya Kitonyi
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Thursday, July 16, 2020 10:25 AM EDT
The global markets appeared to be on the road to recovery following the COVID-19 driven plunge back in March. That now appears to have slowed after a major pullback earlier last month.
Why China’s Surprisingly Strong Economic Growth Isn’t Sustainable
Article By:
ING Economics
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Thursday, July 16, 2020 6:41 AM EDT
Chinese growth rebounded in the second quarter exceeding our expectations considerably but we still think it is unstainable. Even though exports have improved, there are still challenges from geopolitics and the floods.
An Improved GDP Outlook From Wall Street
Article By:
Menzie Chinn
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Monday, July 13, 2020 5:20 AM EDT
The Wall Street Journal’s July survey results are out. The forecasted level of GDP is higher despite the deteriorating COVID-19 infection and fatality numbers.
US & World Wheat Crops Down, But Weather Is Crops Focus Now
Article By:
Jerry Gidel
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Monday, July 13, 2020 2:48 AM EDT
Market Analysis July’s US supply/demand revisions generally followed the indications from June 30th quarterly stocks & acreage changes.
Palladium Set To Move Strongly Higher … Again
Article By:
Taki Tsaklanos
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Sunday, July 12, 2020 1:59 PM EDT
Palladium's price has been pretty flat, trading between $1850 USD and $2200 USD. However, that is about to change now. It is very, very clear from our chart reading that palladium is now ready to move (strongly) higher.
In this article: PALL
Coronavirus: The Under-40s Dilemma
Article By:
Tyler Durden
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Sunday, July 12, 2020 8:32 AM EDT
Last week, Deutsche Bank's Jim Reid made a striking observation, one which threw all coronavirus comparisons to the Spanish Flu, and the coming second wave of the pandemic, in for a loop.
The Future For The S&P 500's Quarterly Dividends Through 2021-Q4
Article By:
Ironman
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Thursday, July 9, 2020 4:22 AM EDT
We thought it might be fun to take a quick look into the expected future for the S&P 500's quarterly dividends per share. The following chart shows what we saw when we looked into the CME Group's crystal ball for the S&P 500's dividend futures.
In this article: SPX
Top 5 Eastern European Banks To Keep An Eye On
Article By:
InsideTrade
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Wednesday, July 8, 2020 8:30 AM EDT
Banks in Eastern Europe have gained a foothold in recent years. Some of them offer unique innovations, as well as, various choices regarding money management.
Deep European Recession Forecast For 2020
Article By:
Tyler Durden
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Wednesday, July 8, 2020 3:31 AM EDT
In its Summer Forecast published today, the EC downgraded its own projection from earlier in the year, making for an even grimmer outlook for the EU economy in 2020. The -7.4 percent contraction originally expected was reassessed to -8.3 percent.