Markets

Fed Remains On Track To Raise Rates Again In September

The recent turmoil in emerging markets hasn’t deterred the Federal Reserve from lifting interest rates at next month’s monetary policy meeting, according to analysts, Fed funds futures, and the recent trend in inflation-adjusted base money supply. A handful pundits still wonder whether the esca ...

Macro Briefing: 16 August 2018

Senior Chinese officials to visit US for trade talks: PoliticoTrump revokes former CIA Director Brennan’s security clearance: The HillUS retail spending up more than expected in July: LA TimesGrowth in US industrial output slowed sharply in July: CNBCNY Fed Mfg Index posted solid gain for August: ...

Panoramic Weekly: Summer storm

An escalation of diplomatic tensions between the US and Turkey and Russia triggered a global fixed income sell-off that particularly hit Emerging Markets (EMs), and led to a safe-haven rush, with US Treasuries, Swiss and German bonds in heavy demand. The risk-off mode intensified towards the end of ...

Tech Talk for Thursday August 16th 2018

Pre-opening Comments for Thursday August 16th U.S. equity index futures were higher this morning. S&P 500 futures were up 14 points in pre-opening trade. Index futures are responding to news of renewed trade talks between China and the U.S. as well as better than expected quarterly reports by two D ...

Is This the Best Time for Millennials to Invest in the Stock Market?

The last decade was not good as far as the financial markets were concerned, and some of the hardest hit are the emerging generation of millennials. These young professionals have had to deal with less than optimistic investment options which is why many of them hesitate to look at the stock market ...

More Evidence Of A Commodity Bear Market

Commodities starting to generate some long-term sell signals Internals and commodity   intermarket relationships are deteriorating Energy has been lagging on the downside but may be ready to play catch up Earlier in the summer I wrote a couple of articles on copper and oil suggesting some short-te ...

The US$ Shortage & Why its Ultimately Very Bullish for Gold

  Brent Johnson brings almost 20 years of experience in the financial markets to his position as CEO of Santiago Capital.  He has been creating and managing comprehensive wealth management strategies for the personal portfolios of high net worth individuals and families since the late 1990s.  T ...

August 15, 2018

PerpetualDiscounts now yield 5.53%, equivalent to 7.19% interest at the standard equivalency factor of 1.3x. Long corporates now yield about 3.95%, so the pre-tax interest-equivalent spread (in this context, the “Seniority Spread”) is now about 325bp, a slight (and perhaps spurious) widening fr ...

Thursday: Housing Starts, Unemployment Claims, Philly Fed Mfg

Thursday:• At 8:30 AM ET, Housing Starts for July. The consensus is for 1.271 million SAAR, up from 1.173 million SAAR.• Also at 8:30 AM, The initial weekly unemployment claims report will be released.  The consensus is for 215 thousand initial claims, up from 213 thousand the previous week.• ...

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