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2024-12-09 08:09:00 ET Summary Since Donald Trump took office in 2017, trade flows and market shares have changed substantially. We think that shift is set to continue under looming tariffs and a new protectionist environment. Tariffs on Chinese goods have prompted companies t...
2024-12-09 06:05:00 ET Summary China’s November CPI inflation slowed to 0.2% year-on-year, down from 0.3% YoY and falling short of both market and our forecasts. The 0.2% YoY level was the lowest since June. Deflationary pressure remains an overhang as slowdown of food pric...
2024-12-06 07:07:00 ET Summary The euro, Swiss franc, sterling, Swedish krona, and the Canadian dollar are in tight ranges with a heavier bias. There have been various distortions, like storms and industrial action, which exaggerated the weakness of the US labor market, which does...
2024-12-06 00:00:00 ET Summary GMB was down 0.7% in November and was lower by $830 billion over the last twelve months. We believe that tight global monetary policy was the key driver of higher global rates, and not the increase in US treasury issuance. Eurozone GDP increased ...
2024-12-05 04:00:00 ET Summary Forecasting is challenging even in the most stable times. China’s government bond market has been one of the few assets to outperform in the last few years, but it has also sparked a lot of controversy throughout the year. We are now enter...
2024-12-04 07:09:00 ET Summary The US data focus shifts to the labor market, with the ADP estimate today and the nonfarm payroll report on Friday. Equities were mixed in the Asia Pacific region, but mostly the large bourses were lower. The 10-year US Treasury yield is nearly t...
2024-12-03 06:50:00 ET Summary The only G10 currency that is weaker today is the Japanese yen, and it is off about 0.25%. Japan, Hong Kong, South Korea, and Taiwanese indices gained more than 1%. Despite the firmer US 10-year yield yesterday on the back of mostly better-than-e...
2024-12-02 09:17:00 ET Summary The US economy is far from recession. Economic growth remains robust, driven by strength in the services economy, along with robust income and consumption growth. The primary detractor of economic growth has been weakness in the manufacturing sector, and...
2024-12-02 06:55:00 ET Summary The French government appears on the verge of collapsing, and an election cannot be called for nearly a year. Nearly all the Asia Pacific equities rallied today, led by Taiwan's 2.1% rally. Europe's Stoxx 600 is up 0.25%, which, if sustained, wou...
2024-11-28 06:09:00 ET Summary The FTSE China A50 Index represents a third of all A Shares by weight but less than 1% by number. Exposure to green companies like EVs and renewable energy in the A50 Index has risen from 4.4% to 15% in 20 years. Financials still dominate but hav...
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2024-10-26 23:26:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-10-16 05:40:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-10-05 12:10:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...