Economy


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. Volumes are slowing into the summer and M&A rumors as well as upgrades by Sell-side should be in full swing. […]

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 Japan’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 […]

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? 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 […]

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. China is still slowing and earnings have been so-so at best. Where do we go from here? In this episode we take […]

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? Oil is climbing on speculation that inventory levels will […]

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. 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.   […]

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 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 […]

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. Whether […]

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? 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 […]

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. 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 […]