Video Length: 00:09:59
October 15, 2018
“Davidson” submits: I consider the T-Bill/10yr Treas to be a proxy for market psychology. You could call it ‘Behavioral Finance’. There is a lot of talk of ‘market tops’ and pending ‘collapses’. This talk has been with us since this
Here’s an interesting chart from our Global Cross Asset Market Monitor – it’s one of a series of unique and proprietary indicators that we use to help investors stay on top of the key trends, risks, and opportunities across global markets. The
Consumers appear to be correct with the rate of change of their long run inflation expectations. In the latest survey, one year inflation estimates increased 0.1% to 2.8% and 5 year expectations fell 0.2% to 2.3%. As you can see
Data Courtesy of Trade Alert
China started off hopefully and ended ugly overnight… But Europe managed gains, riding the coat-tails of US pre-market algos… Saudi stocks plummeted to 6-month lows… And while US equities were down overnight, they ramped into the US open and then
Gold and silver managed to rally up a bit today on a slightly weaker dollar. There was no breakout. I know quite a few people are watching the 100 DMA for gold. I think the chart is pretty much in
October has historically been the most volatile month of the year for equity markets, so the fact that volatility has picked up so far this month is to be expected. What may come as a surprise to many, though, is
What do consumers know that Economists don’t? It’s a loaded question, of course, particularly in this day and age where Economists spend years perfecting the study of mathematics. In many ways, formal training is an impediment to the analysis of the
Headlines show final business sales data (retail plus wholesale plus manufacturing) an improvement. Inventory levels are modestly elevated relative to times of economic expansion. Analyst Opinion of Business Sales and Inventories Inventories remain elevated this month – but less so.
