Previous 10 | Next 10 |
Since the markets were closed yesterday for Memorial Day, there isn't much for us to update technically from this past weekend's missive. However, I did provide an update yesterday for our RIAPRO subscribers with respect to where the S&P 500 is currently trading and why we expect a sho...
On April 1, 2019, my article entitled " Falling U.S. Rates And The Stock Market " went live on Seeking Alpha. I identified falling U.S. rates relative to Japanese interest rates; effectively a shift in sentiment whereby the U.S. was becoming less attractive from a forex currency and carry-tr...
Donald Trump, on May 5, suddenly revealed that a trade agreement with China was not imminent after all. To the contrary, the Administration, on May 10, raised its earlier 10 percent tariff on $200 billion of Chinese goods to 25%, and threatened to extend 25% tariffs to the remainder of impor...
Markets are not too expensive, or too cheap. As Russ explains, that offers a clue into what could cause the next move. Stock markets have been more wobbly of late. While the proximate cause was an unexpected deterioration (collapse?) in trade talks with China, many investors were getting n...
By Catherine Yoshimoto, director, product management It would be tough to argue that low market volatility hasn't had a good run. But between the selloff at the end of last year and the more recent turbulence triggered by trade war concerns, it would appear we could be nearing the end of t...
We have arrived at revisions season once again. It's that time of year when many if not most (I don't actually keep track) of economic accounts undergo heightened scrutiny. More data is collected from more comprehensive surveys using far larger samples. These are compared to the existing high ...
With the U.S. intensifying its battle via restrictions on exports of technology to China, the trade war is increasingly showing signs of becoming a tech war. Broad market reaction to the latest developments has been surprisingly subdued. Maybe investors believe the impact will be isolated to j...
Trade headlines have continued to have a negative impact on stock prices and, in turn sentiment levels, over the past week. The AAII investor sentiment survey saw bullish sentiment decline sharply once again this week, falling to 24.71% compared to 29.82% last week. To think that just two ...
By OpenMarkets Jack Bouroudjian explains how sovereign wealth funds are affecting recent market volatility. The top ten funds represent $10 trillion in global market value, and the re-weighting of the MSCI Index could have major implications. "Today, the funds are playing a large ro...