Your Weekly Economic Cheat Sheet
/in Investing/by Tom 2Last Week The were multiple and varied important economic data points released last week, but the general takeaway is this: While the global economic recovery is clearly losing steam, data in the U.S. consistently show the recovery is not only solid but also gaining momentum. This dichotomy between the direction of the U.S. economy and […]
Is Dis-Inflation a Worry?
/in Investing/by Tom 2Is Dis-Inflation a Worry? Since the surprisingly weak CPI report earlier in September, there’s been a subtle but growing concern about the return of dis-inflation—not in the EU, but in the U.S. And, recently we’ve seen a fair bit of financial media coverage detailing the fall in market inflation expectations—so I wanted to cover the […]
What the ECB Balance Sheet Means for Stocks and Bonds
/in Investing/by Tom 2The Key to Europe—the ECB Balance Sheet (What It Means for Stocks and Bonds) What Happened: Part of the reason we’ve seen a rally over the past two days in the Treasury market is because of Europe—specifically the “dud” of the first TLTROs late last week. Not only was demand for the initial offering poor […]
Natural Gas Climbs to 10 Week High
/in Investing/by Tom 2Natural gas futures broke out above resistance on Friday and extended gains today, trading up to a 10 week high before meeting resistance at the 100 day moving average. To learn more about what is next in the natural gas market, simply sign up for a free trial on the right hand side of this page.
Your Weekly Economic Cheat Sheet
/in Investing/by Tom 2Last Week The calendar was busy, but the only numbers of any real importance last week were the flash global manufacturing PMIs. There were gives and takes, as always, but the bottom line was that they met current market expectations (and as such aren’t rocking the global macro boat). Growth remained strong in the U.S. […]
Need to Know on China
/in Investing/by Tom 2Need to Know on China China has been in the news the last two days, specifically a WSJ article speculating that the head of the PBOC will be replaced in October. This was the main headline cited for both Wednesday’s move higher, and yesterday’s breakdown. Before getting into the market reaction, though, basically what the […]
Jobs Day
/in Investing, Reports/by Tom EssayeWhat’s in Today’s Report: Jobs Day, Key VIX Levels to Watch.