Previous 10 | Next 10 |
In a recent speech, Hyun Song Shin, Head of Research at the BIS, discussed - What is behind the recent slowdown? The speech focused on the weakening of global value chains (GVCs) in manufactured goods. The manufacturing sector is critical, since it accounts for 70% of global merchandise trad...
By OpenMarkets Jack Bouroudjian discusses the reconstitution of the Russell 2000 index and how that might affect other equity indexes in the weeks ahead. He also touches on what the appetite for risk might be heading into the third quarter. Editor's Note: The summary bullets for t...
We often wondered how much of the financial community hangs on every word uttered by any Fed official and scrutinizes every word for any possible indication of potential policy changes. This seems odd to us because: Given the dual mandate of the Fed, financial market conditions are seconda...
China stimulus, global central bank easing and a China-U.S. trade-war ceasefire could set the scene for a rebound in the global economy later in the year. However, the inversion of the U.S. Treasury yield curve and the downtrend in business confidence indicators keep us cautious at mid-ye...
“The fact that financial markets responded in very similar ways … lends credence to the view that these actions had the expected effects on markets and are thereby providing significant support to job creation and the economy.” - Ben Bernanke defends the idea that mark...
"I'm reviewing the situation I must quickly look up everyone I know" - Fagan, in Oliver You can blame it on China, Iran, President Trump, the Fed or throw them all into the pot and blame the whole lot of them. It really doesn't make any difference, but what we have now is an infl...
Signs Of Weakness - March 2000 The weekly chart below shows NYSE volume associated with advancing issues less volume associated with declining issues (NYUD). During the topping process in 1999-2000, notice how NYUD made a discernible lower high relative to the S&P 500’s higher h...
Consumer Confidence for the month of June missed expectations by a mile on Tuesday morning as the headline reading dropped from 131.3 down to 121.5. That 9.8-point decline is tied with last December for the largest m/m decline since August 2011. Not only was the decline notable, but the magnit...
By OpenMarkets It has been the best June in several years for equity markets. Jack Bouroudjian discusses the convergence of events that market participants should watch to gauge if the rally can continue in July. Editor's Note: The summary bullets for this article were chosen by S...
I did not think we would see a fresh new high in the stock market before a trade deal with China was consummated. The moral here is to never underestimate the ability of the Twitter account of the U.S. President to create a short squeeze in stocks, particularly if the Federal Reserve has alrea...