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Inflation Trading Is Not For The Weak
Article By: Michael Ashton
Tuesday, June 27, 2017 10:28 PM EDT
Most inflation books, especially these Volcker Rule days, are run pretty close to the vest. Most of these volumes will be set against customer flows, or against bond breakevens, or against other positions on the inflation curve.
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Are Australia’s & New Zealand’s Central Banks Intervening In FX Market?
Article By: Orbex
Tuesday, June 27, 2017 10:28 AM EDT
As the banks are claiming, they are not intervening in the currency market. However, there are clear signs of interventions with the sole purpose of keeping both currencies below specific levels.
In this article: FXA, UUP
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E Gross Margins Alarmingly Continue To Contract In Q1 2017 For Bed Bath & Beyond
Article By: Seth Golden
Tuesday, June 27, 2017 10:11 AM EDT
Bed Bath & Beyond has proven to be a victim of this era’s shift from brick & mortar consumption toward e-commerce retail sales.
In this article: BBBY Also: AMZN
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Addressing Keith Weiner’s Objections To “Gold’s True Fundamentals”
Article By: Steven Saville
Tuesday, June 27, 2017 4:56 AM EDT
There has never been a strong and consistent short-term correlation between the gold price and the yield curve, but near major turning points, the yield curve tends to be the dominant driver.
In this article: UUP, TYX, GLD
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More Uncertainty For The British Pound
Article By: Orbex
Tuesday, June 27, 2017 4:20 AM EDT
The British pound weakened after the BoE Governor’s comments. Further downside in the GBP/USD is expected amid a host of other factors, including the Brexit negotiations that have started with the EU.
In this article: GBB
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The Federal Reserve And Drug Addiction – A Prediction
Article By: Kelsey Williams
Monday, June 26, 2017 11:29 PM EDT
Without being overly technical, lets briefly and generally look at the course of addiction; other than for purely experimental reasons, or peer pressure, or social association.
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Consolidated Edison For Retirement Income
Article By: Doug Carey
Monday, June 26, 2017 3:24 PM EDT
If you listen to some market prognosticators, good dividend yields from great companies are nearly impossible to find these days. But if you look hard enough, you can still find great dividend payers that will make your retirement much easier.
In this article: ED Also: MO, PG, WMT
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EC Why I'm Slashing My S&P 500 Exposure
Article By: Bram De Haas
Monday, June 26, 2017 10:22 AM EDT
Five reasons to start slashing S&P 500 exposure now while everyone else is still cheering and happy to pay high prices.
In this article: SPY, SPX
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FX COT Update: USD Longs Increase First Time In A Month
Article By: Orbex
Monday, June 26, 2017 10:18 AM EDT
Non-Commercials decreased their net long positions in the Euro last week by 34k contracts to take the total position down to 44k contracts. The single currency net-buying has reduced for the first time after eight consecutive weeks of increases.
In this article: ERO, FXA, FXC, FXF, GBB, JYN
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Is There Still Hope For Higher Oil Prices?
Article By: OilPrice
Monday, June 26, 2017 10:03 AM EDT
Oil prices have cratered in recent weeks, dipping to their lowest levels in more than seven months and any sense of optimism has almost entirely disappeared, but is the tide about to turn?
In this article: BNO, DBO, OIL
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Supply Chains Move From Global To Local As Protectionism And Sustainability Start To Dominate
Video By: Paul Hodges
Monday, June 26, 2017 9:42 AM EDT
"Business as usual" is the least likely option for the future. Globalisation and global supply chains are being replaced by sustainability and local supply chains. This paradigm shift creates major opportunities, but also major risks.
In this video: MMM, NFLX
Watch
FX Week Ahead: GDP Revisions, Eurozone Flash Inflation Estimates
Article By: Orbex
Monday, June 26, 2017 3:48 AM EDT
A busy week stands out for the US dollar, while in the eurozone the flash inflation estimates will be key. Regional inflation estimates will also be released which will give a clearer picture of the eurozone’s consumer prices data.
In this article: EZU, UDN, UUP
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Central Banks Buying Stocks Have Rigged US Stock Market Beyond Recovery
Article By: David Haggith
Monday, June 26, 2017 3:38 AM EDT
Central banks are buying up the largest US corporations to create a bull market in order to maintain the illusion their “recovery” plan is working.
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E Market Briefing For Monday, June 26
Article By: Gene Inger
Saturday, June 24, 2017 7:11 PM EDT
A pervasive theme during the projected post-Trump Victory rally, has lots of money managers and analysts 'presuming' that passive investment really has changed the complexion of markets forever.
In this article: SPX
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E The Federal Reserve And Drug Addiction - A Prediction
Article By: Kelsey Williams
Saturday, June 24, 2017 6:01 PM EDT
Something similar to 2008-09 is going to occur again. Only it will be much worse. And regardless of the traditional, reactionary talk and efforts to save us, the system will likely not withstand the "symptoms of withdrawal".
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E Flattening Yield Problem & Death By Low Volatility
Article By: Adem Tumerkan
Saturday, June 24, 2017 8:12 AM EDT
We are definitely approaching a "Minsky Moment" after years of cheap debt and low rates. Markets are becoming more expensive and illiquid. Especially if the Fed attempts to unwind its bloated balance sheet. Time to tail-hedge?
In this article: GDXJ, VIX, GLD
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