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Some of the most valuable work an economist does in business has little to do with the future, just the current and the past. And these insights don’t require a professional economist, just a dashboard...
Here's Why Investors Can Bet On These Value ETFs
Today 11:24 EDT
An accelerated coronavirus vaccine rollout, introduction of another round of fiscal stimulus and the reopening of U.S. economy are creating a conducive environment for value stocks to outperform their...
Weekly Market Recap Based On Five Key Sectors And One Index
Today 11:11 EDT
On Friday, Non-farm payrolls were announced with a disappointing 266,000 jobs created compared to the roughly 1 million that economists had predicted. However, the gap in expectations did not result in...
Warren Buffett Just Snubbed The ‘Social Responsibility’ Craze. Here's Why He's Right
Today 11:11 EDT
Stocks That May Benefit From Mother’s Day
Today 10:29 EDT
American’s are expected to spend over $220 on average on their mothers this year. With spending in the tens of billions of dollars, several companies will benefit from all that cash flow.
The Jobs Report No One Saw Coming
Today 10:06 EDT
Because millions of unemployed workers in low pay service sector jobs earn more on unemployment than they did on their previous jobs, employment will likely remain quite depressed all summer, before...
The reflation theme appears to have returned to center stage, encouraging investors to rotate away from pandemic winners and into cyclical sectors such as energy, materials and financials.
Dollar Breaks Down
Today 9:37 EDT
The dollar was struggling to sustain upticks when the market anticipated a million new jobs were created in April. It was sold off in disappointment that only a quarter of the expected jobs...
Weekly Forex Forecast - May 10-14
Today 8:53 EDT
Cotton Started Multi-Decade Cycle Higher
Today 8:36 EDT
Cotton is one of soft commodities, along with sugar, coffee, orange juice and cocoa. Currently, we see other soft commodities like coffee and sugar turning higher. Cotton is expected to turn higher as...
In the UK, PMIs for manufacturing, services and construction all came in above the 60-level, well into expansionary territory. A reading above the 50-level indicates growth.
Why The Energy Transition Is Hard
Today 7:48 EDT
Solar panels and windmills have been cheaper than natural gas for so long in the popular narrative that you’d think utilities are willfully pursuing lower profits by not blanketing the country with...
Dollar Stores Dominate US Retail Store Openings
Today 7:36 EDT
The uneven US economic recovery since the virus pandemic began in 2020 has given rise to dangerous levels of inequality, otherwise known as the "K-shaped" recovery marked by recovery for the rich but...
The Printing Continues
Today 7:19 EDT
This week’s move to new all-time highs in both the S&P500 and the Dow industrial masked deteriorating underpinnings as both the Russell 2000 and the Nasdaq lagged.
Reducing Debt Via A Modern Debt Jubilee
Today 7:08 EDT
The world is drowning in debt, and the situation is only getting worse - especially after COVID. All types of debt - government, household and corporate - have been rising, relative to GDP, in almost...
Gold Thanks The Fed And 'Tis Full Speed Ahead!
Today 6:34 EDT
There's nothing like a little Federal Reserve concern over "stretched valuations" of assets to rapidly whirl the price of gold right back 'round to the upside. And so this week Gold's weekly parabolic...
Extending Phase Two?
Today 6:06 EDT
The S&P 500 made a new all-time high today! The Russell 2000 made a new all-time high eight weeks ago! We know historically this disparity suggests a market correction. There is no reason to believe...
This Kind Of Duality
Today 5:44 EDT
It's hard to think of the next 20 years or indeed the last 20 years without being very optimistic about the future of humanity. In terms of our ecosystems we are so much better off than we were 10 or...
CoT This Week: Futures And What Hedge Funds Are Buying
Today 4:03 EDT
The prevailing perception is that a rising rate environment is not good for tech stocks...Bulls may have something to work with here.
Aphria and Tilray merged last week and now trade under the TLRY symbol. So the Canadian Licensed Producers (LP) Pot Stock Index has been reduced to just 7 constituents and they declined 4.9%, on...
NFTs For You And Me And Whoever Actually Cares
Today 1:55 EDT
There are a very finite number of things which human beings would be willing to expend cash upon in order to simply say “I own that.” I doubt there’s much of a secondary market for such acquisitions.
SPDR ETF Report For Saturday, May 8
Today 0:37 EDT
The Employment Surprise And Bond Yields
May 08, 2021
Both nominal and real yields fell with the surprise, so that the simple inflation breakeven fell one bps (1.66% to 1.65%).
Six Relevant Pieces of Trading Wisdom
May 08, 2021
In stable market conditions, we work to refine our game. In changing market conditions, we find new games to play.
Key events in EMEA next week - Saturday, May 8
May 08, 2021
Key releases to watch next week in the EMEA space are inflation data from Hungary and the Czech Republic which are likely to push higher, and Romania's central bank meeting which is expected to be...
The global economy has been adversely impacted by COVID-19. With social distancing and lockdowns, online ordering has become more popular than ever, along with high demands for logistics and delivery...
Which Is The Global Outlier?
May 08, 2021
The US goods economy might be experiencing a sugar rush, but that’s not the whole ballgame. In addition to services, there’s a global factor underlying the non-reflationary global yields of late.
Visualizing The Recent Explosion In Lumber Prices
May 08, 2021
Lumber is an important commodity used in construction, and refers to wood that has been processed into beams or planks. Fluctuations in its price, which is typically quoted in USD/1,000 board feet, can...
So far this year, the price of Ethereum has soared more than 370%. And if that doesn't wow you, the No. 2 cryptocurrency is up nearly 1,500% over the past 12 months.
USD/CAD is coming under pressure once again as US Dollar weakness exacerbates Canadian Dollar strength. The move looks largely sparked by a disappointing NFP report that overshadowed a miss on jobs...