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Don: strong earnings yield, but subdued growth, performance nuances
DON, with its smart-beta dividend-centered strategy, has an alluring high-single digit earnings yield, somethi...
October 14, 2023, 3:38 am
Fed’s harker advocates for steady rates, doing nothing is still doing something
Philadelphia Fed President Patrick Harker said today that interest rates should remain steady, barring any significant economic upheaval. He plainly s...
October 13, 2023, 2:14 pm
Us september import prices +0.1% vs +0.5% expected
Prior was +0.5% (revised to +0.6%)Export prices +0.7% vs +0.5% expectedPrior was +1.3% *(revised to +1.1%)Year over year:Import prices -1.7% vs -3.0% ...
October 13, 2023, 12:30 pm
What forex traders need to know about the coming earnings season
Today marks the unofficial start of the third quarter earnings season, with the four largest banks in the US reporting before the market opens. Natura...
October 13, 2023, 11:28 am
China september m2 money supply +10.3% vs +10.7% y/y expected
Prior +10.6%New yuan loans ¥2.31 trillion vs ¥2.50 trillion expectedPrior ¥1.36 trillionThat's a notable jump in new loans, even if it comes in low...
October 13, 2023, 8:08 am
A couple of light releases coming up in europe today
It is still all about the bond market and the rout picked up once again yesterday after the US CPI data, although it was the poor Treasury auction onc...
October 13, 2023, 5:14 am
Cable gives back two days of gains, nears 1.2200
The pound came into the day riding a six-day winning streak against the US dollar.USD was sliding on the hope that long-dated rates had peaked and tha...
October 12, 2023, 3:34 pm
Ecb's wunsch: maybe we've reached the peak in interest rates
If inflation meets forecast, then no more rate hikes are neededBacks reopening discussion on PEPP timetableWe have to live with current uncertaintyOil...
October 12, 2023, 8:27 am
I played video games and closed my eyes while driving a mercedes
It was a cloudy day in Los Angeles when I went out in search of a traffic jam, something that's not har...
October 12, 2023, 8:03 am
The sweet sound of dovish fed
The IMF lowered its global growth forecast to 2.9% but boosted its inflation projection from 5.2% to 5.8% for next year, warning the global central ba...
October 11, 2023, 6:10 am
Bitcoin is undervalued now — but just look at its projected long-term return
Bitcoin over the next 100 years will produce an annualized return of 1.1%. That’s the prediction of a fair value model that’s based on ...
October 10, 2023, 12:00 pm
Morgan stanley says the near-term risk to oil supply is limited
Morgan Stanley assessed the impact on oil markets from the brutal Hamas attack on Israel.said that as neither Israel nor its direct neighbours are lar...
October 9, 2023, 11:20 pm
More from feds logan: it is important to stay focused on restoring price stability
There is a lot of uncertainty over the trade-off with the unemployment rateIt is important to stay focused on restoring price stabilityThe China slowd...
October 9, 2023, 1:29 pm
Ecb's de guindos: inflation to fall in the coming months
But urges caution due to evolution of oil pricesExpects current level of interest rates to contribute to price stabilisationThe subtext in this messag...
October 9, 2023, 8:02 am
Buyers snap up gold bars on costco website
Looking for something to add to your Costco cart along with the 30 rolls of toilet paper? How about a b...
October 8, 2023, 7:44 am
Saudia arabia willing to boost oil production if prices are high to win us agreement
It's all happening in the Middle East once again this weekend. A surprise attack by Hamas on Israel set off a strong response in ...
October 7, 2023, 12:29 pm
Constellation brands earnings boosted by beer sales, company doing, 'something rare,' analyst says
Constellation Brands' (STZ) reported fiscal second quarter earning that topped analyst estimates on both the top and bottom lines. The beverage compan...
October 7, 2023, 5:00 am
Nvidia is clobbering the competition in this 1 metric, but how long will it last?
Nvidia's ROIC has spiked this year, and it could continue its run higher. This metric has done something ...
October 6, 2023, 7:22 am
Sec lanuches probe into elon musk's purchases of twitter stock in 2022
The tumultuous relationship between the SEC and Elon Musk continues as they sue him over his 2022 stock purchases of Twitter, according to a report. I...
October 5, 2023, 8:00 pm
Why bank stocks are the ‘achilles' heel' of markets as bears worry high bond yields may ‘break' something
Bank stocks are in need of a “recovery rally” to show that higher interest rates won't necessarily doom the U.S. economy to a recession in 2024, a...
October 5, 2023, 1:10 pm
