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 #466: Flip-Flop Stop!

The Fed parade was out in force last week as they are approaching a rate decision. markets are really hoping for a big cut at the end of the month.

We may be setting up for some disappointment – depending on what the earnings season brings.

Plus –  a look into the latest reports and guidance from key companies…

PLUS we are now on Spotify !


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DHUnplugged #464: Failed Experiment

Massive losses have plagued EuroZone banks for years – one bank is getting closer to the end of  is life span.

Plenty of economic news coming up and earnings season is about to get underway.

Negative yields provide an interesting Arbitrage opportunity – that is helping one specific country.

PLUS we are now on Spotify !


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