Things to know Dorian gets ready to slam into Florida Mkts celebrate the idea of further trade talks in September Gold surged 9% in August as the inverted yield curve caused the flight to safety Coming to you live from South Florida – as I (we) brace for the [...]
Things to know All quiet on the Western Front Trump returns to DC – Didn’t create drama at the G7 Twitter all quiet – stocks moving higher No eco data to drive the mkts – all geo-political news to drive sentiment It was all about the Geo-Politics [...]
Things to know Algo’s create havoc on the mkts and for investors G7 Produces no real results Trump says that he got a call from China Gold spiked and awaits new news What a wild day it was…..Powell’s Jackson Hole speech, concern over interest rates, Trump Trade [...]
Things to know - Yield inverts briefly again and could invert again today - Trump does a 180 on his recent tax talk - Jay Powell takes the stage at 10 am Stocks were all over the place yesterday as the start of the Jackson Hole Symposium got under way – First we got a [...]
Things you need to know. What’s it all about? Italy in political crisis (again – Yawn) FOMC mins will reveal what? Jackson Hole begins tomorrow So stocks traded up to 2925 ish and failed…..struggling to understand what’s it all about Alfie? ( https://www.youtube.com/watch?v=KoNtj27a6Rk – Classic Dionne Warwick – 1967) Is it just for the moment [...]
Things you need to know. Trump hints at more tax cuts and retreat from Tariffs for the season Trump continues to hammer Powell Rosengren not a supporter of lower rates – what about the others Mkts have rallied back – but will they hit resistance here? [...]
Things you should know Trade talks appear to thaw Yield curve no longer inverted – fueling Risk On around the world Mkts prepare for the Jackson Hole boondoggle What a week it was……wild swings in the mkts, caused by more tension in trade talks, more geo-political angst – think [...]
Things you should know Macro data IS weakening a bit – but not collapsing The Curve did invert for all of a brief moment China announces retaliatory measures but doesn’t define them (negative) China then hopes for cooler head to prevail (positive) Stocks got HAMMERED and then [...]
Things to know Trump Tweets Again – halts tariffs (for now) He’s concerned about the Holiday’s Algo’s go psychotic Gold backs off (expected) And this morning – the Yield Curve inverts – sending futs LOWER Trump Tweet Tirade……which two weeks ago set off a global re-pricing of stocks, bonds, [...]
Things you should know.. Protests in HK force another day of closure at the airport Is China gearing up to Invade and Crush? Argentina becomes a crisis (again) - Cristina Fernandez de Kirschner rises (again) Treasuries and Gold become BEST performing Assets A Black Swan theory (event) [...]