DHUnplugged #476: Appeal of The Skinny Deal

Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside.

We have a skinny, partial Phase 1 Trade Deal with China – what does it mean?

IMF drops global growth to levels not seen since 2008/2009.

PLUS we are now on Spotify !


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DHUnplugged #475: The Fake List

Trade talks back on – then Trump hints on delisting Chinese companies trading on U.S. exchanges. Moving from an all out trade war to a new financial war.

A race to the bottom in fees – puts a dent in major discount brokerage shares.

The latest manufacturing report shows that the U.S. economy is cooling – the worst read since 2009.

Fake is all around these days – thanks social media!

PLUS we are now on Spotify !


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DHUnplugged #474: Talk Today Then Walk Away

Stocks remain in a consolidation pattern, looking for a catalyst to get past previous all-time highs.

China trade deal continues the on- and off-again motion as trade talks conclude with China cutting their trip short.

Commentary on oil prices, economic reports, the Repo market and more….

PLUS we are now on Spotify !


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DHUnplugged #473: Moaning and Droning

Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region.

On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans?

Inflation will see a big move with the jump in oil prices – how will the Fed handle it?

 

PLUS we are now on Spotify !


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DHUnplugged #471: Blowhards

Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances.

The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies.

Good news and bad mixed for markets as we enter into a seasonally weak month.

 

PLUS we are now on Spotify !


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DHUnplugged #469: Here Comes Mr. Know-It-All

Markets are taking back some of the steep losses from last week.

All eyes are on the end of the week when we will hear from plenty of central bank know-it-alls from the Jackson Hole Eco confab.

China’s economic condition is in focus and more….

PLUS we are now on Spotify !


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