Dollar Strength Is Coming To An End?
Welcome to the beginning of the end of dollar strength. I say that because of what the Federal Reserve told the world this week. As expected, the Fed removed the …
Read MoreFinancial
US “Isolated” As Key Ally Japan Considers Joining China-Led Bank
Well, that escalated quickly. Just a week ago it appeared Washington had managed (for the time being at least) to convince the US’ closest allies to refrain from joining the …
Read More
Sector Breakouts That Joe Friday Favors Now
CLICK ON CHART TO ENLARGE Each week we share our favorite Patterns in the 9-key sectors of the S&P 500. We look at them from two different angles; Â what sectors …
Read More Morning Call For March 20, 2015
OVERNIGHT MARKETS AND NEWS June E-mini S&Ps (ESM15Â +0.32%) this morning are up and European stocks are up +0.31% as Greek default concerns eased after Greek Prime Minister Tsipras said he …
Read More
Calm Ahead Of Today’s Quad-Witching Which May Lead To Vol Surge
Quad-witching days are volatile on normal days, so in an environment of virtually zero liquidity, in which the market careens from one extreme to another simply based on whether the …
Read More
The Euro Zone’s Most Urgent Economic Problem: Stagnating Investment
by Dirk Ehnts, Econoblog101 The recent “dialogue” between Athens and Berlin would not make you believe that the euro zone faces an economic problem: 11.2% unemployment in the euro area as of January 2015. …
Read More Gold Prices Will Hit Record On Surging Asian Demand, ANZ Says
With Japan all set to become the sole owner of Japanese government bonds and equity ETFs and with ECB officials explicitly promising to print euros until the market finally gives up and …
Read More
Low Interest Rates: A Schumpeterian View
by Dirk Ehnts, Econoblog101 I am just about to finish reading Schumpeter’s “Theorie der wirtschaftlichen Entwicklung” (The Theory of Economic Development: …) in the original first edition in German. Schumpeter was Austro-Hungarian, and …
Read More Japanese Pension Funds Dive Into Stocks To “Increase Risk-Taking”
One thing we’ve discussed on a number of occasions lately is the fact that pension funds the world over are increasingly adopting the same behavior as other investors in a world …
Read More