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The Fed is intent on raising interest rates to fight inflation and must balance the risk that creates for economic growth. In an analysis of growth versus value stocks using data since 1927, we found value had achieved greatest outperformance in periods of moderate to high inflation. ...
Are CTAs, managed futures, and trend followers getting crushed? Why has the SocGen Trend Index, approximating performance of trend followers, held up the past month and a half despite some rather violent commodity retracements? There is more going on in trend following than just commo...
Although the healthcare sector has largely resisted this year's downward pressure, it is likely to succumb as pressure increases. Healthcare stocks have a well-deserved reputation for cyclical defense, but they are more likely to underperform in "secular" bear markets. Healthcare ...
There have been winners and losers. Some net commodity exporters, like Brazil and South Africa, have seen current accounts improve as commodity prices and revenues have surged. However, for many emerging markets, food security is a growing concern, and net importers are particularly a...
Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...
Chinas' property sector has been a major driver of commodity prices over the last couple of decades. The Chinese property sector has been a major driver of Chinese monetary policy, and thus has a significant influence on the Chinese economy. The previous correlation between the pr...
The global economy and financial markets have suffered a dreadful H1 2022, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second-largest economy, and one of the most aggressive Fed tightening cycles in recent history. H2 looks equally tough. In it...
Commodity prices are plunging as of late. Is this the end of the so-called commodity super-cycle or a buy-the-dip opportunity? In this article, I reason demand for commodities may be stronger than perceived, while supply remains structurally tight. I believe the commodity super-cycle ...
Steep stock market losses are highly correlated with a tandem material drop in banks/brokerages and gold/silver miners. Such a condition is associated with a liquidity crunch, inverted bond yields on the duration curve, and economic recession. Over the last 15 years, only the late...
K2 Advisors team is monitoring economic growth, earnings, supply chains, and inflation for clues as to whether central banks can achieve the elusive soft landing. Central bank policy paths are a clear focal point for markets as policymakers seek to navigate above-target inflation and ...
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On Monday, April 22nd, the U.S. stock markets closed higher, with the S&P 500 and Nasdaq rebounding after six days of losses. The markets recov...
Source: Streetwise Reports 04/19/2024 Are we at the start of a commodities supercycle? We sat down with McAlinden Research to see what they had to ...
On Friday, April 19th, the U.S. stock markets closed mixed, influenced by a decrease in Netflix (NASDAQ:NFLX) shares, although American E...