What an upset! Not many predicted that outcome for the U.S. elections. The Republicans swept Congress and now investors are putting in their bets with companies that they believe will benefit from a massive fiscal stimulus package and lower taxes. An impressive rotation within markets and a lack of a sell-off has many people wondering […]
Elections! Finally the day has arrived and we are about to see who will take the big seat at the top of the U.S. political system. What has been one of the most cantankerous campaigns in recent history will finally provide some relief that we won’t be subjected to anymore debates and commercials related to […]
Mega mergers announces over the weekend helped to keep some interest in markets. After being down for the past few, markets were able to put in a gain over the last week. Big announcements this week as it is one of the heaviest for this earnings reporting period. Amazon, Google and many others are set […]
Did Janet Yellen just tell us that the Fed’s tools are ineffective? Bonds sold off, the dollar rallies as the potential for a rate hike by the end of the year is a real possibility. Coming into the end of the year, earnings season will play an important role in the direction of markets – […]
The rumor mill is in overdrive. Last week Twitter (TWTR) was said to be up for sale. This week there is some murmurs about the potential for Disney (DIS) to make a bid for Netflix (NFLX) – what is next? For whatever reasons, the U.S. dollar is rallying, even though the ECB send up a […]
Twitter (TWTR) rumored to be up for sale, Facebook (FB) video ad controversy and the continuing saga with Wells Fargo (WFC) are in focus. Also, we look at the latest takeaways from the first Presidential debate. Crude oil surging again after some comments that a production freeze will happen – then sinks, then surges. Markets […]
A fun week lies ahead for Central Bank fixated traders and investors. More terrorism on U.S. soil – what to make of this and how does that impact the U.S. elections? Another tech hardware announcement that has been long awaited – comes and goes. Is this going to be a game-changer? The S&P’s 11th sector, […]
Back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets. ISM manufacturing and services reports point to a slowdown while markets remain calm and investors ready to buy any dip. Markets now seem to be in a […]
It was quite the week. First, there was the Fed’s Vice Chair talking up a rate hike – just after Janet Yellen provided a rather dovish speech. Then contrary to what Bill Ackman told the world about Carl Ichan looking to sell his large stake in Herbalife (HLF) – only to announce after the close […]
OPEC is at it again – trying to rescue the price of oil by scare tactics and promises of “potential” production freeze. Unfortunately, while the Saudi oil minister says one thing, IRAQ and IRAN say another. New home sales in the U.S .are on on fire as interest rates are near record lows. Meanwhile the […]
