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The Week Ahead: Cutting To The Quick
Article By:
Marc Chandler
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Saturday, June 22, 2019 6:37 PM EDT
Central banks are prepared to take fresh measures to strengthen and extend the business cycle primarily because price pressures are below what their predecessors thought would be acceptable levels.
Understanding The Purchasing Managers Index
Article By:
David Templeton
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Saturday, June 22, 2019 5:54 PM EDT
No one variable provides the key to the future direction of the economy or market. However, an economic data point that get a lot of attention is the Purchasing Mangers Index for both manufacturing and non-manufacturing parts of the economy.
What The Fed Said, Didn’t Say, & What Happens Next
Article By:
Lance Roberts
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Saturday, June 22, 2019 4:52 PM EDT
The rally we have been discussing since the beginning of June has been a good trade and increased the value of our portfolios. Now that you are up to date, let’s talk about what the Fed said, didn’t say, and what it means from here.
In this article: SPX
Recession Indicators
Article By:
Menzie Chinn
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Saturday, June 22, 2019 1:21 PM EDT
Industrial production, personal income ex-transfers, and Macroeconomic Advisers’ monthly GDP are all below recent peak; manufacturing and trade industry sales and nonfarm payroll employment are still rising (although barely, in the latter case).
Broad Strength In Health Care Sector
Article By:
Bespoke Investment Group
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Saturday, June 22, 2019 12:38 PM EDT
While all six of the industries within the sector aren’t up YTD or so far in Q2, between the S&P 500’s highs on 4/30 and 6/20, Health Care is the only sector where every industry within the sector has posted positive returns.
Trust The Process
Article By:
Alpha Architect
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Friday, June 21, 2019 10:22 PM EDT
As a native Philadelphian and huge basketball fan, I fully agree with the 76ers fan’s rally cry — Trust the Process. But how can we apply this to investing?
Featured Stock In June’s Exec Comp & ROIC Model Portfolio
Article By:
David Trainer
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Friday, June 21, 2019 3:01 PM EDT
NVR Inc. is the featured stock in June.
In this article: NVR
Exclusive CEO Interview, Thomas Ullrich Of Aston Bay Holdings
Article By:
Peter Epstein
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Friday, June 21, 2019 1:06 PM EDT
Aston Bay has at least 3 very high quality team members, and 2 highly prospective projects. Yet its market cap is just C$6.5M = US$5.0M. Its more recently acquired project is a gold play in Virginia, USA that has very high-grade, narrow, intercepts.
In this article: ATBHF
China To Double Fiscal Stimulus
Video By:
ING Economics
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Friday, June 21, 2019 12:24 PM EDT
China finds itself in difficulty amid the trade war with the US. Its manufacturing sector is now weaker than during the Global Financial Crisis of 2008/09.
The Case For Dividend Futures Contracts
Article By:
S&P Dow Jones Indices
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Friday, June 21, 2019 11:47 AM EDT
The dividend futures market enables banks to reduce some of their dividend exposure by selling dividend futures to sophisticated investors.
In this article: SPX
Best And Worst Groups Between Highs
Article By:
Bespoke Investment Group
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Friday, June 21, 2019 11:17 AM EDT
While the S&P 500 made a new high for the first time in 35 trading days yesterday, many of the characteristics of the groups driving the rally have shifted.
France: Negative Rates Shouldn’t Mean You Ease Up On Debt Reduction
Article By:
ING Economics
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Friday, June 21, 2019 9:52 AM EDT
French 10-year benchmark yields briefly went into negative territory after the ECB President, Mario Draghi's Sintra speech this week (and some tweets by President Trump).
On Again, Off Again
Article By:
Bespoke Investment Group
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Friday, June 21, 2019 9:18 AM EDT
The ongoing tensions in Iran have provided a much-needed boost to oil prices.
In this article: OILB
A Pleasurable Experience
Article By:
Mati Greenspan
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Friday, June 21, 2019 8:17 AM EDT
The US Stock market hit a brand new all-time record high yesterday due to a sudden shift in policy from global central bankers who have stated that they're ready to step in and assist the markets if needed.