TalkMarkets Blog Posts - Page 1


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US Money Supply And Fed Credit – The Liquidity Drain Becomes Serious
Article By: Acting Man
Tuesday, July 17, 2018 4:59 PM EDT
An update concerning two particular drivers of money supply growth.
The Great Gold Upgrade
Article By: Keith Weiner
Monday, July 16, 2018 9:46 AM EDT
Interest is the only force that can pull gold out of private hoards and into circulation.
In this article: GLD, SLV Also: UDN
Triple Long View
Article By: Tim Knight
Monday, July 16, 2018 9:01 AM EDT
The earnings season is finally going to start ramping up, and of course, there’s that Putin/Trump meeting happening, so it should be an interesting few days.
In this article: OIL, SPX, TYX Also: XLF, XLU, AMZN
Market Unimpressed With Bank Earnings
Article By: Sheraz Mian
Friday, July 13, 2018 7:38 PM EDT
It isn’t hard to appreciate the market’s negative reaction to the Wells Fargo and Citigroup reports, but the lukewarm reaction to the JPMorgan report is likely reflective of continued weak sentiment for the group.
In this article: BAC, C, GS, JPM, MS, WFC
The World’s Weird Self-Organizing Economy
Article By: Gail Tverberg
Thursday, July 12, 2018 6:59 PM EDT
Why it is so difficult to make accurate long-term economic forecasts for the world economy.
In this article: OIL
I Hear 1987 New Wave Is Back
Article By: Kevin Muir
Wednesday, July 11, 2018 11:10 AM EDT
The economic cycle is long in the tooth. Equity valuations are stretched. The yield curve is flattening.
In this article: SPX, TNX
Tariffs And Trade Intervention
Article By: Michael Pettis
Tuesday, July 10, 2018 3:06 PM EDT
The United States cannot engage in beggar-thy-neighbor policies because it cannot run a trade surplus.
Central Bank Investment Strategies
Article By: Marc Chandler
Monday, July 9, 2018 11:15 AM EDT
A survey of central banks and sovereign wealth funds by Invesco sheds light on their investment plans.
In this article: EMB
Screening To Shield REIT Yield Hogs From The Butcher’s Knife
Article By: Marc Gerstein
Saturday, July 7, 2018 7:30 AM EDT
Real estate is often proposed as a stand-alone asset class that should be included in a fully-diversified portfolio given low correlation to stocks and fixed income.
In this article: VNQ, KIM, NHI, WPC, BRX
Market Stock Indexes
Article By: Douglas Gammons
Thursday, July 5, 2018 6:03 PM EDT
The NDX, SPX and Small Caps are trading above their 50-day moving averages, while the Dow Industrials, Dow Transports and NYSE are trading below their 200-day moving averages.
In this article: COMP, SPX
Independence Day: Full Week Ahead Preview
Article By: The Heisenberg Report
Monday, July 2, 2018 5:05 AM EDT
Different week, same focal point for markets: it’s all about trade.
In this article: CYB, EWW
If Earnings Matter, Equity Valuation Looks Attractive
Article By: David Templeton
Monday, July 2, 2018 2:15 AM EDT
One would expect the market to react favorably to current rate of earnings growth. What may be occurring though is a market that is adjusting to a more normal level of earnings increases.
Challenges For Investors In Q3
Article By: Marc Chandler
Thursday, June 28, 2018 11:40 AM EDT
The third quarter begins with clarified monetary policy outlooks for the US, EMU, and Japan. At the end of Q2, the Federal Reserve signaled it would likely raise rates in September and December.
In this article: FXE, FXC, FXY, FXB, UUP
Mark It On Your Calendars
Article By: Kevin Muir
Wednesday, June 27, 2018 3:39 PM EDT
It’s that time again. At the end of this month, the Federal Reserve has over $30 billion of notes maturing.
In this article: SPX, TYX, TNX
There Is Only One Global Trade War
Article By: Jeffrey P. Snider
Wednesday, June 27, 2018 1:04 PM EDT
IHS Markit reported last week that its composite Purchasing Managers Index (PMI) rebounded slightly in its first reading for June 2018. In January, the index had managed nearly 59, the highest in a very long time.
Are We Seeing "Peak Auto Sales"?
Article By: John Thomas
Tuesday, June 26, 2018 6:41 PM EDT
U.S. Auto Sales peaked in October 2017 when they fell just short of a 19 million annualized rate. As of the end of April this year they had fallen to a 17.53 million annualized rate. This past May looked worse.
In this article: F, GM, HMC, TM, NSANY, TSLA
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