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Australian westpac/mi leading index for april has its ninth consecutive negative result
From Westpac / Melbourne Institute, summary points: The six-month annualised growth rate in the Westpac...
May 24, 2023, 12:49 am
Citi expect eurusd to trade in a range of 1.07-1.12 (previously expected rise to 1.15)
CitiFx on EUR/USD, this comes via the folks at Trading View (may be gated) In summary:expects EURUSD to trade in a range of 1.07-1.12, having previous...
May 23, 2023, 10:15 pm
Goldman sachs says there is likely more room for us dollar strength in the near term
The Goldman Sachs comments are in a short Bloomberg article (Bloomberg is gated). In summary Goldman Sa...
May 23, 2023, 9:20 pm
Gold: can we afford a debt default?
Summary The current monetary policy of the Federal Reserve can have implications for both the deficit and the price of gold.Rising debt means fewer ec...
May 23, 2023, 8:30 pm
Uranium’s bull market leaves related equities behind, urnm a hold
Summary The global trend toward clean power and energy security are bullish fundamental backdrops for firms producing uranium.With a somewhat elevated...
May 23, 2023, 9:29 am
Fuller treacy comment - china's $23 trillion local debt mess is about to get a lot worse, and more
Comment of the Day 22nd May 2023 Eoin Treacy May 23 Eoin personal portfolio: commodity position increased May 19th 2023 One of the questions subscr...
May 23, 2023, 4:56 am
Chinese financial media says lprs (pboc loan rates) likely to stay unchanged for some time
The info comes via two media sources in China, China Securities Journal and Shanghai Securities News.In summary:There is a high probability that the f...
May 22, 2023, 11:12 pm
Debt ceiling update: a big week ahead
Summary The debt ceiling drama has reached a fever pitch in recent weeks. As of May 17, the U.S. Treasury had roughly $68 billion of cash on hand and ...
May 22, 2023, 2:29 pm
The rosen law firm, p.a. announces proposed securities class action settlement on behalf of purchasers of the class a common stock of longeveron inc. – lgvn
MIAMI, May 22, 2023 (GLOBE NEWSWIRE) — The Rosen Law Firm, P.A. announces that the United States District Court for the Southern District of Florida...
May 22, 2023, 1:00 pm
European equities: a resurgent diversifier
Summary In a surprise to many investors, European equities have advanced sharply over the past several months, including significant outperformance re...
May 21, 2023, 8:59 am
Ewl: swiss equities are undervalued but nominal returns are unexciting
Summary EWL invests in Swiss equities.The fund is likely undervalued, with a theoretical uplift of +30% being possible on valuation alone.However, I t...
May 21, 2023, 7:29 am
Summary 5/22 – 5/26
Monday, May 22, 2023 Tuesday, May 23, 2023 Wednesday, May 24, 2023 Thursday, May 25, 2023 Friday, May 26, 2023 The post...
May 20, 2023, 12:00 am
Weekly economic & financial commentary: fractures on fomc emerge
Summary United States: Recession Is Taking Its Time Economic data continue to suggest the U.S. economy is only gradually losing momentum. Consumers co...
May 19, 2023, 5:22 pm
Fed powell summary: inflation is still too high, but risk is more balanced.
Fed Chair Jerome Powell's comments center around inflation, which is currently much higher than the Fed's target. He reiterates the importance of pric...
May 19, 2023, 3:55 pm
Valuation matters: u.s. high yield and u.s. equities
Summary Valuations have a strong predictive relationship with future returns of risky assets like equities and high yields. We analyze this relationsh...
May 19, 2023, 2:44 pm
Webinar archive: ofm & taw revision 18 may 2023
Summary of webinar: 1. Use of TAW 3.0 indicator in week timeframe 2. Use it to catch big moves......
May 19, 2023, 2:01 am
Ewp: spanish equities may be due for a pullback
Summary The iShares MSCI Spain ETF has been the pick of the Euro area this year, supported by a resilient economic backdrop.Conditions will get a lot ...
May 18, 2023, 9:44 pm
Eur/usd could rise above 1.10 on debt ceiling resolution
Summary This also implies that in the event of a likely resolution in the US debt-ceiling talks, i.e., kicking the can further down the road, risk ass...
May 18, 2023, 8:14 am
Eido: robust outlook intact for indonesian equities
Summary Indonesia has sustained one of the highest economic growth rates in Southeast Asia despite a weaker commodity and global trade backdrop.Domest...
May 17, 2023, 10:14 am
Anz forecasts the rbnz to raise the cash rate to 5.75% in july
The Reserve Bank of New Zealand OCR is currently 5.25%more to comeANZ report (in summary):We expect the RBNZ will raise the Official Cash Rate (OCR) 2...
May 17, 2023, 12:09 am
