Two important positive catalysts are poised to boost solar stocks over the medium to long-term. Specifically, an upcoming China-U.S. trade deal and a tremendous Saudi investment in solar energy should greatly increase the sector’s bottom line, sparking a stock rally in the process. As I’ve written in the past, a comprehensive trade deal between the…
The Nikkei traded nervously today ahead of the Fed and US NFP’s, but knowing it is closed the rest of the week (Golden Week holidays). Some of the exporters did manage to edge ahead but gains were very limited. The overall trend appeared heavy all be it lethargic, but we are watching the Yen trade…
Amid reports of a slowing ramp up in Model 3 production, and Elon Musk’s own repeated warning last quarter that manufacturing challenges during a production ramp such as this “makes it difficult to predict exactly how long it will take for all bottlenecks to be cleared or when new ones will appear”… … in addition…
WTI Crude Oil The WTI Crude Oil market has gone back and forth during the session on Friday, settling on a neutral candle. The market looks likely to continue to go back and forth, although I think that the overall attitude of the market is still bullish. I think that there is a lot of…
Well, it looks like it’s going to be all about 3% on 10s on Monday, or at least early on. The selloff in the long end late last week and accompanying steepening has everyone squarely focused on that oh so scary round number again and yields ticked up a bit more overnight, ensuring that your…
Broadly defined commodities posted the strongest advance last week for the major asset classes, based on a set of exchange-traded products. The gain marks the second week in a row that raw materials prices topped the performance list. The iPath Bloomberg Commodity (DJP) edged up 0.8% for the five trading days through Friday, April 20. The gain…
After opening the day in green, share markets in India witnessed volatile trading activity throughout the day and ended the day in green. Sectoral indices were mixed, with stocks in the realty sector and stocks in the pharma sector leading the gains. At the closing bell, the BSE Sensex stood higher by 35 points (up 0.1%) and the NSE Nifty closed up by 21 points…
Traditional Markets The first time Donald Trump met with Emmanuel Macron the two shared a special handshake that will be analyzed by political scientists for years to come. When they met two months later it seemed they simply couldn’t let go of one another. Though both of the above-linked videos are highly entertaining, the agenda for Macron’s three-day visit to…
Previous: On Friday the 20th of April, trading on the EUR/USD pair closed down. The single currency dropped against the dollar to 1.2293 during the European session, falling further to 1.2249 in the US. An increase in US bond yields gave way to rise for the US dollar. US10Y bond yields hit a high of 2.966%;…
