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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
Oil soars on news that there will be a production cut, then sours after the announcement of a production freeze. Waiting on the “left-hook” devaluation from China after they pledged to keep the Yuan strong. Draghi promises the world that more stimulus is on tap and Japan continues to believe that negative rates are the […]
CDS – Credit Defaults Swaps blowing out in Europe as negative deposit rates are having a terrible impact. Tech stocks blowing up as earnings and outlook are really concerning investors. Oil continues to get hammered and now below $30 per barrel – even with the rumors flying around that there will be a special/emergency meeting […]
Market comeback? Short-squeeze ahead of the Fed? Oil hitting bottom? Not so fast… Apple’s (AAPL) earnings, facts about Oil and the million dollar Oprah Tweet – Just a few of the important discussion points from this episode – and much more. The big question is: Will this end up being the worst January for market […]
