Why Global Markets are Addicted to the Bank of Japan
Inflation is rampant globally, and the world’s major central banks are all taking decisive measures to tighten policy in their respective ways, with the exception of one major developed market central...
13 Helmi 202241min
Will the Fed Be Forced To Make a Move Before March?
The University of Michigan Consumer Sentiment Index for February read 61.7, down from 67.2 in January, well short of a median estimate of 67, and the lowest print since October 2011 – even lower than ...
12 Helmi 202235min
Pressure on the Fed Rises as the CPI Hits a 40-year High
The Bureau of Labor Statistics reported this morning that the Consumer Price Index for January 2022 was up 0.6% and 7.5% year over year. St. Louis Federal Reserve Bank President James Bullard said he’...
11 Helmi 202239min
Between "Inflation and Deflation" Lies More Volatility
Japan Machine Tool Orders, the best leading indicator of the global industrial cycle, accelerated in January. And recent data suggest the backlog at Los Angeles Port may begin to ease by summer. At th...
10 Helmi 202234min
Did Macron Convince Putin Not To Invade Ukraine?
President Emmanuel Macron of France met with President Vladimir Putin of Russia in Moscow on Monday and emerged with what seemed like good news: There’d be no further escalation of the Ukraine crisis....
9 Helmi 202238min
Can Small-Cap Stocks Help You Beat Inflation?
The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of it came in the first quarter. And weakness over the ensuing nine months carried into the first month of ...
8 Helmi 202236min
Exploring China's Political and Economic Climate
Mike Green sits down with Louis Vincent Gave, CEO of Gavekal Research, to examine the political and economic climate of China. They look at China's 'outsized' role in the world and what impact joining...
7 Helmi 20221h 27min
Post-Trade Analysis: Long Position SONY/Short XLK
Weston Nakamura closes his long Sony Corp. (NYSE: SONY)/short Technology Select SPDR Fund (NYSE: XLK) market-neutral pair trade, as SONY shares rallied following an intraday trading halt on news of it...
6 Helmi 202215min
