Content
China Trade & The Fed Adds Liquidity
Article By:
Jack Walker
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Monday, October 14, 2019 10:52 AM EDT
Last week the two defining events were a China trade agreement, yet to be documented, and the Federal Reserve's announcement to start buying Treasury bills and injecting cash into the overnight bank lending market.
U.S. Consumer Spending Preview: Q3 2019
Article By:
Lipper Alpha Insight
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Monday, October 14, 2019 10:44 AM EDT
The Household Durables earnings growth rate is being affected by negative earnings growth expectations among homebuilding and household appliances companies.
Will Rate Cuts Be Enough?
Article By:
Michael Pento
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Monday, October 14, 2019 10:36 AM EDT
The mainstream financial media is absolutely ebullient about global central banks’ renewed enthusiasm to cut interest rates to a level that is even lower than they already are.
Crowded Trades, Asset Centrality And Predicting Equity Bubbles
Article By:
Alpha Architect
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Monday, October 14, 2019 10:21 AM EDT
Crowded trades are often associated with bubbles. But to profit from a bubble, investors must exit the bubble before the sell-off erodes all of the profits. Here are two measures for managing exposure to bubbles.
Eurozone Industrial Production Outlook Remains Weak
Article By:
ING Economics
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Monday, October 14, 2019 10:13 AM EDT
Even though eurozone industrial production increased by 0.4% in August, it doesn't really seem like the industrial recession has ended just yet.
Motte And Bailey Fallacy
Article By:
Keith Weiner
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Monday, October 14, 2019 10:03 AM EDT
The broad assertion implies that the dollar is the unit of account, the measure of value, the store of value, and the extinguisher of debt. And that gold is a barbarous relic. This bailey cannot be defended.
High Government Spending Leads To Stagnation
Article By:
Daniel Lacalle
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Monday, October 14, 2019 9:55 AM EDT
The idea that governments can’t lower taxes because there is a deficit, but are free to raise all expenses even if there is a deficit can be found in many political manifestos these days.
Columbus Day Markets
Article By:
Bespoke Investment Group
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Monday, October 14, 2019 9:47 AM EDT
While our friends in the bond market are all enjoying the third day of a three-day weekend, US equities are operating on a typical schedule for Columbus Day.
In this article: SPX
Has Australia Really Had A 28-Year Expansion?
Article By:
Global Economic Intersection
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Monday, October 14, 2019 9:36 AM EDT
In July, the U.S. officially entered its longest expansion on record. Naturally, many are wondering if the expansion is sustainable. When asking this question, many turn to the Australian case.
China: What’s Next After The Trade Talks
Article By:
ING Economics
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Monday, October 14, 2019 9:24 AM EDT
September trade data reflects increasing damage from the trade war. Will this change after the trade talks? And what about the yuan?
In this article: CNY
Natural Gas Looking For Support
Article By:
Christopher Lewis
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Monday, October 14, 2019 9:06 AM EDT
Natural gas markets initially tried to rally during the trading session on Friday but gave back quite a bit of the gains to turn around and form an inverted hammer again just as we had on Thursday.
In this article: UNG
China Wants More Talks
Article By:
Phil Flynn
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Monday, October 14, 2019 8:57 AM EDT
On Friday U.S.-China trade hopes were high but now they are falling apart.
This Real Estate ETF Can Keep Serving Up Upside
Article By:
Benzinga
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Monday, October 14, 2019 8:47 AM EDT
Broadly speaking, the real estate sector and the related exchange traded funds have been impressive this year, but for investors willing to take on more tactical views, the real estate ETF rewards have been significantly higher in 2019.
In this article: SRVR