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March 3, 2018
In many ways, Fitbit (FIT) and Fitbit stock are in the same place that BlackBerry and Blackberry stock were a year ago, as the “bean counting” pundits and investors have left FIT for dead, even though it has great technology
Talking Points: EUR/USD Bounces, USD/JPY Breaks Ahead of Big Week for Central Banks. The Impact of Tariffs and Trade Wars on the US Economy and the Dollar. Fundamental Forecast for USD: Bearish It’s been a chaotic and somewhat climactic week for
Now that equities are behaving the way they should have since 2013 – volatile with a pronounced down bias – everyone is wondering how far the crazy will go before the Fed starts buying the S&P 500. Short sellers, of
The materials sector is attracting a lot of investor attention lately. Industrial Metals have been rebounding on greater global optimism. This is primarily due to robust global growth cues and strong demand. However, the relation between the United States and
We mentioned in a recent post that we would soon return to the topic of credit spreads and exotic structured products. One reason for doing so are the many surprises investors faced in the 2008 crisis. Readers may e.g. remember auction
Fundamental Forecast for Gold: Bullish Gold prices reverse off key near-term support as Trump proposes steep import tariffs Gold prices are lower for the second consecutive week with the precious metal off by nearly 0.6% to trade at 1320 ahead of the
When it comes to the US economy, there is overall consumer spending, and then there is spending on vices – a true leading indicator of overall consumer confidence and discretionary spending as Americans generally won’t splurge on hookers, blackjack and
I guess you can’t blame investors being a bit shell-shocked. After all, it was just a month ago when the VIX ETP rebalance risk that everyone summarily dismissed as an urban legend (at least in terms of whether it would
The US dollar was initially riding higher on Powell’s hawkish comments but Trump’s tariffs sent it down. The upcoming week features a full buildup to the Non-Farm Payrolls, four rate decisions, but politics will likely remain in the headlines as
