Watching for cracks in canadian labour market data

The record squeeze on Canadian labour markets is unlikely to have loosened much in January. We look for...

February 3, 2023, 10:51 pm

Should you take general motors for a ride after earnings?

General Motors Co. (NYSE: GM) is up over 7% on the day it handily beat expectations on the top and bottom lines. The automaker is seeing the supply ch...

February 2, 2023, 7:10 am

Avk: discount loosening up

We last looked at AVK around 8 months ago when a reader asked my thoughts. Since then, the fund's discount has opened up a bit further, but it still i...

January 30, 2023, 5:08 pm

Why china reopening etf cxse can perform in 2023

It may be early in the year, but it's possible we already may be seeing a key theme in China loosening ...

January 24, 2023, 11:59 am

More from the feds waller: fed will have to keep rates high and not cut by year end

• The Fed will have to keep rates high and not cut rates by the end of 2023
• Market perception of terminal rate is not far from where we ...

  January 20, 2023, 6:20 pm

More from fed's logan on recession prospects - its possible its different this time

Federal Reserve Bank Dallas branch head President Lorie Logan, from the Q&A session following her earlier speech (post on that is linked below)

January 18, 2023, 10:38 pm

Bitcoin price and risk assets jump in correlated move

Bitcoin price correlates with high-beta stocks in the recent move upward. Global liquidity is increasing as financial conditions ...

January 18, 2023, 9:59 pm

China to allow two new marvel films in a potential boost to disney

Chinese authorities may be loosening restriction of Disney films, potentially leading to hundreds of mi...

January 18, 2023, 2:35 pm

Improved outlook for major miners, as iron ore prices hit 17-month high and china starts to loosen up

Shares in the UK's two biggest miners, BHP Group PLC and Rio Tinto PLC (LSE:RIO) both hit 12-month highs at the end of last week, even as the outlook ...

January 16, 2023, 8:54 am

China property sector woes persist - new home prices fall again

Data for China's December new home prices

down 0.25% m/m

• prior -0.25% m/m

down 1.5% y/y

• prior -1.6%
<...

January 16, 2023, 1:35 am

Weak chinese trade data – low base for subsequent growth

China’s foreign trade data for December was another demonstration of why the government went for a loosen...

January 13, 2023, 12:09 pm

China state financial media says there is room for lower interest rates, lower rrr

China Securities Journal with the opinion piece:

• China has the policy space to lower the RRR
• China has policy space to lower int...

  January 10, 2023, 11:06 pm

Check out this etf as china loosens its grip on big tech

China's tech market wasn't immune to the broader weakness that also plagued the United States tech sector in 2022. However, tech could see a comeback ...

January 10, 2023, 12:32 pm

Copx: buy on pending potential chinese stimulus

COPX provides exposure to a basket of copper miners and related companies. Recent news that China is preparing to ...

January 9, 2023, 4:57 pm

The aud is the strongest and the jpy is the weakest as the na session begins

The AUD is the strongest and the JPY is the weakest as the NA session begins. In what is a "risk on" profile to start the week, the other commodity...

January 9, 2023, 1:10 pm

Weekend report - financing for chinese real estate firms surges 33% y/y in december

China's property sector accounts for around a quarter of the country's economy.

Its been crushed by a debt implosion. Authorities have been ...

January 8, 2023, 9:32 pm

Xlb: pending chinese stimulus will benefit materials companies

XLB ETF provides broad exposure to materials companies. Recent news that China is preparing to loosen p...

January 8, 2023, 5:08 am

Spy: the disconnect between the fed and the market in 2023

The market is focused on inflation numbers while the labor market is the key, in my view, to drive inflation down to the Fed's goal. The imbalance in ...

January 6, 2023, 6:56 am

Icymi - china has further loosened mortgage rates for cities with home price declines

Back in September 2022 the People's Bank of China and China's banking regulator ushered in measures that allow lower mortgage rates for first-home ...

January 5, 2023, 10:26 pm

Oil prices slide on fears over china's covid surge

Oil futures fell Thursday as expectations China's loosening of COVID curbs would spark a rebound in dem...

December 29, 2022, 7:39 am