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Momentum Crash Supports Pipeline Sector
Article By:
Simon Lack
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Sunday, September 15, 2019 11:22 AM EDT
Large pools of capital are deployed based on factor bets like Momentum and Value, relying on research that ascribes long term equity returns to them. Momentum has been outperforming Value for several years but that recently changed.
Weighing The Week Ahead: Is Falling Confidence A Threat To Markets?
Article By:
Jeff Miller
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Sunday, September 15, 2019 10:57 AM EDT
The economic calendar is more important than usual. There is an emphasis on housing data as well as reports on leading indicators, industrial production, and regional Fed surveys. The most important story will be the Fed’s Wednesday rate decision.
Is The Mexico ETF Worth The Risk?
Article By:
Micah H. McDonald
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Sunday, September 15, 2019 10:17 AM EDT
The iShares MSCI Mexico ETF has spent most of the last 23 years outperforming US Large Cap Blend equities. Mexico is the 10th largest nation by population and 15th largest by GDP.
Fed Rate Cuts Based On Perception Not Reality
Article By:
Kurt Kallaus
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Sunday, September 15, 2019 7:52 AM EDT
A GDP growth closer to 3% may be ideal, however, the continuing strong employment and consumption portion of the economy with low inflation and borrowing costs indicate a Fed that has fulfilled its Central Bank mandates.
What A Relief That The U.S. And Global Economies Are Booming
Article By:
Charles Hugh Smith
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Sunday, September 15, 2019 1:00 AM EDT
Doing more of what's failed for ten years will finally fail spectacularly.
US Fed Policy: Insurance Against Failure
Article By:
ING Economics
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Saturday, September 14, 2019 4:14 PM EDT
“Mid-cycle easing” will remain the theme as the Federal Reserve delivers another 25bp interest rate cut on Wednesday. It will be justified as insurance to mitigate the trade and global headwinds facing the economy.
Contrarian Call In Emerging Market Utilities
Article By:
MoneyShow.com
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Saturday, September 14, 2019 3:15 PM EDT
AES Corp. recently announced guidance-beating second quarter results while Telefonica S.A. posted accelerating revenue and cash flow growth that topped most analysts’ estimates.
Medtronic Strong Quality And Reasonable Valuation
Article By:
Andres Cardenal
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Saturday, September 14, 2019 12:00 PM EDT
Medtronic is a high-quality business with solid competitive strength. Management is reducing expenses and accelerating revenue growth in emerging markets.
In this article: MDT
The Race To Depreciate Fiat Currencies Is Accelerating
Article By:
Stefan Gleason
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Saturday, September 14, 2019 10:54 AM EDT
Metals investors are anxiously awaiting the market’s reaction to next week’s Fed meeting. We may see players in the futures markets move to smash gold and silver prices down to lower support zones in the trading around the Fed’s decision.
2019: Trade Shrinks For The First Time Since Lehman
Article By:
ING Economics
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Saturday, September 14, 2019 9:00 AM EDT
The outlook for world trade is moving from bad to worse.
Illustrating The Value Of Liquidity
Article By:
S&P Dow Jones Indices
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Friday, September 13, 2019 10:00 PM EDT
A wide range of factors will go into determining the trading costs in an ETF, including whether or not there are other ways to trade exposures linked to the same index.
Broadcom Falls, But Analysts Optimistic Chip Demand Has Bottomed And Acquisitions Will Help
Article By:
Benzinga
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Friday, September 13, 2019 2:48 PM EDT
A semiconductor demand trough and trade difficulties with China had investors selling the stock off Friday, but sell-side analysts remained bullish, saying the trough has bottomed and the company can weather the international storm.
In this article: AVGO
The Street Reacts To Kroger's Q2 With Mixed Takeaways
Article By:
Benzinga
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Friday, September 13, 2019 12:24 PM EDT
Kroger Co reported second-quarter results that came in better than expected. The earnings beat may have been overshadowed by management's decision to remove its prior guidance of $400 million in incremental EBIT by fiscal 2021.
In this article: KR