At a time in which the powers that be have talked down their prior GDP targets, there has been a lot of intelligent debate about China’s transition from an industrial to a consumer led economy, and …
Continue readingGDP
My co-contributor to The Ticker District, Peter Bookvar, Chief Market Analyst for the Lindsay Group, had a thought provoking post yesterday on what he feels is the main cause of the recent bout of downward volatility …
Continue reading
U.S. Q2 GDP was below forecast at 2.3%, and the first half average of 1.5% is below last year’s 1.9% first half gain which was essentially inline with the annual average increase of 2% since the start …
Continue reading
If Q1 GDP is revised lower from its reported 0.2 gain (well below the prior quarter’s 2.2% gain) it will mark the third negative Q1 print since 2011. Cold rain and snow apparently wreaked havoc on …
Continue reading
In late 2014 China made a move to open up its equity markets to outsiders by linking the Shanghai Composite and Hong Kong’s Hang Seng. It saw a fairly slow start, per the WSJ Dec …
Continue reading
This morning’s December Jobs Report cemented the fact that 2014 was the year that Fed policy finally had a positive effect on Main Street, not just Wall Street. Yeah there are some things to pick on, like participation rate …
Continue reading
If you live in the same financial news loop that I do, you have heard this Mike Tyson quote used again and again: You’ve got to hand it to Tyson for coining (or likely re-coining) …
Continue reading
America. F#@K Yeah!! This morning’s unemployment report, showing the lowest rate since June 2008 at 5.9% confirms our status as, by far, the best block in a crappy neighborhood. This will probably be the 50th …
Continue reading
On Friday we detailed how we were looking to “fade” the fear trade in U.S. Treasuries (read here: Name That Trade $TLT: Bonds – From Russia With Love) in the event of another spike and a …
Continue reading
The emerging market etf EEM has been a fabulously popular trading vehicle over the last few years as most economies in the western world have for all intents and purposes had their volatility sucked out …
Continue reading