Strong US Data, Trade Solace, & Consistent Fed Speak Drive Strong Dollar and Risk Narrative
The US dollar rally continues to be supported by strong US data, accommodative comments from Fed officials, and a very strong US stock market. This week also saw big shifts in interest rate probabilities, the market shifted from seeing the...
Stocks getting a bit frothy after move higher, could pause as more earnings roll out
Stocks have gotten a boost from optimismfor U.S.-China trade talks, but earnings could take a bigger role in the week ahead, when reports roll in from a diverse group of companies in tech, railroads, pharma, airlines and consumer products. Stocks...
Disney is already losing over $1 billion in streaming, and its Netflix competitor has yet to launch
Disney isn’t launching its new streaming service until later this year, but investors are already learning the economic challenges of the business. The media company said in a filing on Friday that its investment in Hulu was the primary contributor...
GBP and UK Asset Aftermath on Brexit & No-Confidence Vote | Podcast
Key points discussed in this conversation The vote outcome relative to expectations How UK Indices could favor, and which index may be more attractive Brexit vote impact on GBP-crosses Key quote, “Instead of selling rallies in GBP/USD as many were...
When hiring, be gender neutral and look for the best athletes
I remember it as if it were yesterday. It was the middle of November 2000. Thanksgiving was still a week in the distance but seemingly closer as the enthusiasm for the long weekend began to build, a waystation into a...
Chinese high-yield borrowers face refinancing crunch
Moody’s released the latest series of its Asian Liquidity Stress indicator earlier this month and found it at the highest level on record, 38.6%. Evaluating that number in its own right is arcane, but what is significant is that it...
Trump’s dismal popularity among foreigners may be costing the US billions in exports
President Donald Trump’s unpopularity overseas could be lowering American exports by billions of dollars as foreign demand for U.S. goods moves in tandem with international respect for the Oval Office, according to a new study from the University of California,...
Market Wrap: Markets High On Hopium
China is thinking of coperating with the US and Trump may abolish the trade tariffs, what else do you need? Stocks The S&P 500 Index jumped 0.5 percent on trade hopes as of 15:46 London time. The Stoxx Europe 600...
Australia & New Zealand Weekly
Week beginning 21 January 2019 Australia: Westpac-MI Leading Index, employment. NZ: CPI. China: GDP, retail sales, fixed asset investment, industrial production. Euro Area: ECB policy decision, IFO survey, Davos World Economic Forum. US: data delay due to shutdown. Other central...
Week Ahead – Spotlight on ECB and BoJ as Growth Jitters Persist; China GDP also Eyed
The European Central Bank and the Bank of Japan will hold their first policy meetings of 2019 next week as concerns mount about a global downturn. GDP figures out of China could underscore the worsening outlook, while flash PMIs out...
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