When Up is Down
Gold Still Attractive as the Bond Selloff Looks Overdone
Buy The Dip & Bank RRR Cut Speculation Lead to Spectacular Day
Asian equities had a strong day as China, Hong Kong, India, and Thailand all outperformed. By far the most important catalyst for Mainland China and Hong Kong overnight was a report that banks’ reserve requirement ratio (RRR), the amount of deposits they need to hold, could be cut for regional banks, which would free up cash for lending.
Why Crude Oil Is Slipping
Coinbase IPO: Here’s What Investors Need To Know
Coinbase takes cryptocurrency to Wall Street and investors just can’t get enough of it. It’s no secret that cryptocurrency exchange Coinbase has filed for a direct listing (not an initial public offering) to bring shares to the public market.
Jobs on the Mind as Rates Creep Back Up
Monday’s strength, as glorious as it was, clearly got a little ahead of itself. U.S. benchmarks struggled to hold gains at key technical levels Tuesday before slipping into settlement.
Market Outlook: Mar. 3, 2021
Following a bounce to “lower highs” overnight in stocks, we’re right back down where we closed yesterday. US ADP Employment was released this morning printing 117K vs 200K exp private payrolls released.
Chart Advisor: Inflation Rotation
Vaccines Pave the Way For ‘Normal Life’ to Re-Emerge in Israel
As Israel leads the way in COVID-19 vaccinations, events such as concerts and theater performances return after an 11-month ban.
Berkshire Hathaway reported its fourth-quarter earnings over the weekend, and it looks like Warren Buffett’s investment conglomerate is its own biggest fan…
Jack Ma’s Ant Shelves Employee Share Buyback Program Amid Regulatory Uncertainty
Alibaba Group Holding Ltd’s financial services arm Ant Group has shelved its share buyback program for current and soon-to-be-former employees due to ongoing regulatory uncertainty, Bloomberg reported Monday.
Feeling A Little Sheepish — But Only A Little
It will be interesting to see if yesterday was the high watermark for the week for the major indices. It’s possible given how strong the gains were.
Chart Advisor: Siding With Risk
Securities Lending Report: 2/22/21 – 2/26/21
Bond Market Making Some Noise
Top Consumer Staples Stocks To Watch In March 2021
Economic Update: Mar. 1, 2021
January headline and core PCE rose 0.3% m/m, both up 1.5% y/y. Headline CPI rose 0.3% m/m and core CPI was flat in January, both rising 1.4% y/y.
Weekly Corporate Highlights Mar. 1-5, 2021
Corporate event calendar March 1-5 2021: Mon 3/1/2021 Roche Holding (ROG_CH): Presenting at Cowen and Co. 41st Annual Healthcare Conference 2021…
Gold/Silver: The Commodities You Cannot Ignore
What’s on Tap Weekly Calendar: Mar. 1-5, 2021
Market calendar March 1-5 2021: Monday March 1st Economic Calendar: 9:45 AM EST Markit Manufacturing PMI-F…
Chart Advisor: Still A Go
Putting Inflation Concerns in Perspective
In this episode of Franklin Templeton’s “Talking Markets” podcast, they discuss interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.
When Market Swoons Can Be Buying Opportunities
As some of you may have experienced, owning the stock of a company that misses an earnings number results in a dropping stock price.
Market Corrections Are Tears in The Rain, Week in Review
Asian equities were taken to the woodshed overnight. Yesterday’s US Treasury yield spike reminded me of the 2013 taper tantrum when Ben Bernanke said they were thinking of slowing quantitative easing.