by admin | Nov 29, 2018 | Uncategorized
Powell’s dovish tone has much more bullish impact on stocks than on interest rate expectations Fed’s preferred inflation measure expected to remain near target U.S. personal income and spending expected to remain strong Pending home sales expected...
by admin | Nov 28, 2018 | Uncategorized
-Ukrainian ag exports see minimal impact so far – overall impact viewed as likely limited as well -Ukraine corn crop ideas remain strong -EPA set to announce final 2019 biofuels blending mandates – little change from June proposal expected -USDA...
by admin | Nov 28, 2018 | Uncategorized
Kudlow says no recent progress on Chinese trade talks Report says U.S. may announce auto tariffs as soon as next week U.S. GDP expected to ease in coming quarters after no Q3 revision today U.S. new home sales expected to snap 4-month losing streak 7-year...
by admin | Nov 27, 2018 | Uncategorized
-Continued weakening Chinese soybean imports seen through Q1 2019 -COT data shows fund net selling across grains/oilseeds -Focus remains on Ukraine/Russian tensions -South American forecast remains favorable Grain markets were mixed overnight, with...
by admin | Nov 27, 2018 | Uncategorized
Trump throws some cool water on hopes for his weekend meeting with Xi U.S. home prices expected to continue higher U.S. consumer confidence expected to fall back from 18-year high 5-year T-note auction yield near 2-1/2 month low Trump throws some cool...
by admin | Nov 26, 2018 | Uncategorized
Weekly U.S. market focus European market focus on Brexit, Italy, Draghi Asia market focus on Trump-Xi meeting on Chinese PMIs Brexit now depends on Parliament vote in December Outcome highly uncertain for Saturday’s Trump-Xi meeting Powell’s...
by admin | Nov 19, 2018 | Uncategorized
Weekly U.S. market focus European focus remains on Brexit and Italian budget Asian focus remains on Chinese stocks and US/Chinese trade relations U.S. stocks remain on shaky ground but see support from lower interest rates Weekly U.S. market...
by admin | Nov 16, 2018 | Uncategorized
Fed rate-hike expectations slide on market turmoil and slower global economy Ross says Trump-Xi will at most agree on a framework for talks Sterling plunges as PM May holds on for dear life U.S. industrial production Fed rate-hike expectations...
by admin | Nov 15, 2018 | Uncategorized
Trump administration holds off on auto tariffs due to lack of ripe targets May gets important Brexit victory with cabinet approval but approval by Parliament will be more difficult U.S. retail sales expected to improve after hurricane disruptions U.S....
by admin | Nov 14, 2018 | Uncategorized
Oil free-fall is positive for fuel costs and lower inflation but has negative consequences for energy stocks and bonds Core CPI expected to be steady Mnuchin’s involvement in US/Chinese talks will hopefully come out better than last time ...
