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Douglas emmett: trouble in paradise
Office REITs are suffering due to the WFH trend unleashed by the pandemic. Effects are worst in large urban areas with...
August 3, 2023, 8:08 am
Copper technical analysis - bulls and bears are watching these key levels
The weakness in the global manufacturing sector and especially in the Chinese economy have been weighing a lot on Copper prices. We had a good rally f...
August 3, 2023, 8:04 am
Dollar gains some ground as equities stumble lower
Well, the calmer mood sure didn't last long. After a surge higher in bond yields yesterday, we are seei...
August 3, 2023, 7:24 am
It's the best time in 23 years to buy 8% yielding tc energy
TC Energy Corporation's yield just hit a 23-year high of 8%, yet the dividend is very conservative and in 2025 TRP becomes a dividend aristocrat. TC E...
August 3, 2023, 7:20 am
Bank of japan intervened with unscheduled bond buying program
Markets Bunds and US Treasuries parted ways yesterday. Yields on the latter surged more than 8 bps at the long...
August 3, 2023, 6:37 am
Usd/cad daily outlook
Daily Pivots: (S1) 1.3292; (P) 1.3323; (R1) 1.3381; More…. Intraday bias in USD/CAD stays neutral first as range trading continues. As...
August 3, 2023, 6:31 am
These 2 meme stocks have legitimate long-term upside
The meme-stock frenzy ended a long time ago, but some of the stocks involved could actually be home run...
August 3, 2023, 6:17 am
Usd/jpy extends climb on higher yields
10-year Treasury yields are continuing the rebound from yesterday and so is USD/JPY at the moment. The former is now up by 4.8 bps at the highs for th...
August 3, 2023, 5:31 am
Trade ideas thread - european session 3 august 2023
And so the dollar marches on, brushing aside the news that Fitch has downgraded the US credit rating yesterday. A more dour risk mood certainly helped...
August 3, 2023, 4:58 am
Will bitcoin hit $100,000 or crash again in 2023?
Can Bitcoin reach $100,000 by 2023? Experts’ views differ, but long-term investors find hope in its b...
August 3, 2023, 4:44 am
Dmo: recent hike pushes the yield on this mortgage cef above 11.5%
We last discussed DMO about a year ago, highlighting the strong potential for a dividend hike due to a rising net income trajectory. As expected, the ...
August 3, 2023, 4:08 am
Upm-kymmene: forestry remains clouded, but packaging/product is a 'buy
UPM Kymmene's 2Q23 results showed lower sales and a significant decline in earnings, but the company's long...
August 3, 2023, 3:53 am
Enphase: undervalued solar juggernaut with superior roic
Enphase stock is now down more than 45% year to date, while the S&P 500 is up 18%. The stock is taking a hit because of external factors that are out ...
August 3, 2023, 3:45 am
Federal reserve speakers thursday include barkin
Schedule for 1230 GMT, which is 0830 US Eastern time:Federal Reserve Bank of Richmond President Thomas Barkin speakstopic is "Recession Revisited", be...
August 3, 2023, 3:40 am
Bill ackman is shorting bonds - sees a world of persistent circa 3% inflation
Bill Ackman is the founder and CEO of Pershing Square Capital ManagementAckman on the Twitter, saying he is surprised at how low...
August 3, 2023, 1:41 am
Usdjpy daily analysis – august 3, 2023
USDJPY is currently in an uptrend, with its origin point at 138.05, and the recent pullback from 143.54 is seen as a consolidation phase within this u...
August 3, 2023, 1:15 am
Gbpusd daily analysis – august 3, 2023
GBPUSD has continued its downward movement from 1.3141, reaching as low as 1.2679. As long as the pair ...
August 3, 2023, 12:56 am
Eurusd daily analysis – august 3, 2023
EURUSD has broken below the support level at 1.0943 and has continued its downward movement from 1.1275, reaching as low as 1.0917. As...
August 3, 2023, 12:47 am
The cheesecake factory incorporated (cake) q2 2023 earnings call transcript
The Cheesecake Factory Incorporated (NASDAQ:CAKE ) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Etienne Marcus - VP...
August 2, 2023, 11:42 pm
Bank of england monetary policy meeting preview: 25bp rate hike but it's a very close call
A couple of preview snippets to follow up on earlier posts:Deutsche Bank expect +25bps rate hike from the Bank of England this week - 'close call'Nomu...
August 2, 2023, 10:47 pm