DHUnplugged #314: FedWinds In Time for Summer

Greek debt write-downs will wait until at least 2018 says Germany. Retail sales in the U.S. are still feeling the pain as the latest report from Best Buy (BBY) shows a rather miserable outlook ahead.summermarkets

Volumes are slowing into the summer and M&A rumors as well as upgrades by Sell-side should be in full swing. Markets choppy, one day up and one day down. The cycle could play out for the foreseeable future.

A smattering of interesting news that may move markets and a few stock picks in this episode.

 


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DHUnplugged #313: Mr. Inflation is Showing Signs of Life

OIL on the move, inflation ticking up and GDP is flat. Stocks are still range-bound with erratic day-to-day moves. There is some talk that inflationDHJapan’s Abe is going to move back the sales tax increase and plenty of central bank gibberish about rate hikes and live meetings.

Coming up this week we are looking forward to plenty of earnings news from some of the key discount retailers as well as minutes from the latest Fed meeting. Watching for further signs that more stimulus is on the way!

 


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DHUnplugged #312: Battle of The Old Codger Vs. The Millennial

Wildfires in Canada disrupting oil production is helping to move oil prices – is this finally the bottom for crude or just a false move that will resolve lower?dh_oldvsyoung

China has mixed economic data, but markets like that inflation saw stabilization.

A slew of earnings from the big-box retailers are on the way… What will that tell us about the state of the U.S. consumer?

Plenty of fun facts and inside the news discussions in this episode along with some insight on the egregious pay for some hedge fund managers.


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DHUnplugged #311: The Failure of Kitchen Sink Economics

Key economic leaders in Europe downgraded future growth expectations and lowered their outlook for inflation. This is in the as they have provided record stimulus and gone so far as applying negative rates.kitchensink

China is still slowing and earnings have been so-so at best. Where do we go from here?

In this episode we take a look at some  of the top business news as well as the DHUnplugged take on the media spin. What you should be looking for to make those all important investment decisions and what not to do – plus a few ideas from us to you…


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DHUnplugged #310: Is Apple (AAPL) Turning Into an IBM?

Not so great of a start for tech earnings. Apple (AAPL) is not keeping up with analyst’s expectations and shares are seeing a sharp move lower. Twitter (TWTR) also reports and disappoints as do other major names. Is this a trend or just a few hiccups?sourapples

Oil is climbing on speculation that inventory levels will finally start to drop – but is this something that is more of a pipe dream? Plenty of news and commentary on markets and other business news of interest.


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DHUnplugged #309: Deal or No Deal

No DEAL! Nothing was done at the bu Opec/Non-Opec gathering over the weekend, but oil continues to rise. dond

Earnings are starting to come in and so far there is nothing to get too excited about. Banks are beating estimates, but bad loans are growing and volumes of equity trading and fixed income are plummeting.

 


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DHUnplugged #308: Chatbots – Your New Best Friend

Earnings will be in the spotlight as the season has officially opened. It is time to find out if the fundamentals match the technical conditions.chatbots

Chatbots are the all the rage – Microsoft’s failure and Facebook’s foray are on the list of topics we discuss.

Crude surges as inventories see the biggest drawdown for 2016 and rumors are floating about regarding the potential for a production freeze by Russia and Saudi Arabia.


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DHUnplugged # 307: The Soft Dove Does it Again!

Another day, another speech. This time from Chairman Yellen who now says that inflation readings are transitory and the Fed has more scope for further accommodative actions. In other words : MORE STIMULUS as their outlook is looking wrong again. So, if at first (or second, third etc) you don’t succeed, try try again.yellen1

Whether or not markets continue to hold on to the notion that a carrot dangle will magically propel the economy is uncertain, but what other choices are there?

GDP revisions, employment report on the horizon and plenty of news you need to know…. All packed into this episode.


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DHUnplugged #306: The Blackout Looms Large

As earnings season approaches, companies will be in their blackout periods, unable to buy their stocks through certain repurchase plans. Without that added liquidity, what will result?blackout

U.S. markets are flirting with unchanged for the year as the massive rally  over the past few weeks has pushed valuations back into the danger zone, but with central banks showing more desire to stimulate, it may not matter… or will it?

Just last week, the Fed sent a confusing message to markets, now we are “only” to expect 2 rate hikes this year – so much for following the economic indicators.

All this and the winners of the latest Closest to the Pin…..


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DHUnplugged #305: From Unicorn to UniCorpse

It has been a busy couple of weeks while DHunplugged was on a short vacation. Markets rally, oil climbs and central banks are getting more aggressive.unicorpse

China is still in terrible shape, but investors are still looking for more stimulative actions to come to the rescue.

It will be a big week upcoming with a busy economic calendar and the Fed’s rate decision on Wednesday…

And.. What is with the Unicorns? Write-downs happening quickly as there is a sense that valuations are way to rich for many of these names.


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