Monthly Archives: April 2016

Morning Call For April 5, 2016

OVERNIGHT MARKETS AND NEWS Jun E-mini S&Ps (ESM16 -0.66%) are down -0.78% and European stocks are down -2.15% at a 5-week low on concern that global economic growth is faltering. German Feb factory orders unexpectedly fell by the most in 6 months and IMF Managing Director Lagarde said the world economy’s outlook has dimmed. A…

When The Doves Don’t Cry

Yellen hit the dollar hard with her dovishness and might do that soon. Why did she go there? We continue with analyzing the fresh figures coming out of the US and preview the upcoming events. Yellen’s Dovefest: A few of Yellen’s statements were surprisingly dovish and her worries seemed exaggerated. Did she try to hit the…

China’s Middle Class Will Fork Over $1 Trillion For This Mu

Global investors are concerned about the undeniable slowdown in the Chinese economy, but that obsessive focus on bottom-line economic growth means that people are missing out. You see, there are immense shifts underway in China right now. The economy is maturing, and a recognizable middle class –already larger than the United States’ at 109 million people…

Think Half Of A Cycle Ahead

Financial markets are trendy and noisy in the short-run, sensible in the long-run, and perverse in the intermediate-term. What do I mean? Something like this: short-run movements are news-driven, and driven by people trying to catch up with the latest data.  Many people imitate the behavior of others, and over the intermediate-term, some stock prices get out…