by admin | Jan 16, 2019 | Uncategorized
Prime Minister May expected to survive today’s no confidence vote but is far from a Brexit solution Fed’s Beige Book will provide some much-needed economic information Chinese tax cut announcement boosts Chinese stocks Weekly EIA report ...
by admin | Jan 15, 2019 | Uncategorized
Market reaction to today’s Brexit vote depends on size of the defeat U.S. government shutdown continues even as the House votes today on a Feb 1 CR PPI expected to be strong and buck other inflation indicators Market reaction to today’s...
by admin | Jan 14, 2019 | Uncategorized
Weekly global market focus U.S. government shutdown continues with no end in sight Market reaction to Tuesday’s Brexit vote depends on size of the defeat Q4 earnings expected strong but with potential disappointments Weekly global market...
by admin | Jan 11, 2019 | Uncategorized
Markets are undercut as Powell says balance sheet will become “substantially smaller” Odds improve for an end to the shutdown as Trump moves toward emergency declaration CPI report will hint at how much room Fed has to pause Markets are...
by admin | Jan 9, 2019 | Uncategorized
Today’s Dec FOMC minutes won’t be as dovish as Powell’s recent comments 10-year T-note auction to yield near 2.73% US/Chinese trade talks reportedly have a long way to go but are making progress President Trump calls a third meeting with...
by admin | Jan 8, 2019 | Uncategorized
US/Chinese trade talks get a boost as Vice Premier Liu shows up President Trump tries to sway public opinion on the border wall shutdown with an address to the nation JOLTS job openings expected to remain strong U.S. trade deficit expected to narrow slightly...
by admin | Jan 7, 2019 | Uncategorized
Weekly market focus US/Chinese face-to-face trade talks finally begin Powell raises hopes for a Fed pause No progress as yet on ending the U.S. government shutdown Weekly market focus — The U.S. markets this week will focus on (1) US/Chinese...
by admin | Jan 4, 2019 | Uncategorized
U.S. payroll growth expected to recover to +180,000 after Nov’s weak report White House meeting today could be make-or-break for the shutdown Eurozone core CPI expected stable Chinese bond yield falls to 2-year low as Chinese outlook darkens ...
by admin | Jan 3, 2019 | Uncategorized
U.S. and German yields hit new 1-2 year lows on weaker economic outlook and safe-haven Chinese and Hong Kong stocks sink on poor Chinese mfg PMIs New Congress takes power today with no progress on ending U.S. government shutdown U.S. ADP report expected to be...
by admin | Jan 2, 2019 | Uncategorized
Weekly market focus U.S. stocks on Monday rally on Trump claims of “big progress” on US/Chinese trade deal Market adopts pessimistic economic view for 2019 with no Fed rate hikes U.S. government shutdown awaits resolution by the new Congress ...
