Opinions
- Bob Mason
As the markets digest the latest GDP numbers, there remains plenty for the markets to consider over the coming weeks and beyond…
- Jignesh Davda
Gold prices are on the verge of breaking to fresh seven-year highs despite conditions that are not ideal for the yellow metal.
- Bob Mason
Market resilience continues to persist, even with the latest PMI numbers and this week’s movements in crude oil prices… Can it hold?
- Jignesh Davda
The S&P 500 has gained about 30% from it’s March low and has erased more than half of the losses from the decline that started in February. A bulk of the investment banks have taken a bullish stance and believe the bottom for the equity markets are in. Media outlets
- Bob Mason
It’s been quite a week for the markets and its not over yet. Economic data continues to raise more red flags yet words of comfort deliver support…
- James Hyerczyk
This earnings season may be completely different than others in that rather than just react to the numbers, investors may take a pause and evaluate what companies are actually saying and what they are unable to say.
- James Hyerczyk
The world is going to be oversupplied with crude oil ahead of the May 1 production cuts. The tanks are going to be filled as well as the off-shore tankers. The move by OPEC+ is not strong enough to tighten up supply over the short-run.
- Vladimir Zernov
Various stimulus programs have helped the market make a major rebound from recent lows but the earnings season will show whether the current rally has legs.
- James Hyerczyk
In its minutes, the Fed also reiterated its previous stance that it would be appropriate to maintain rates at the current near-zero levels until policymakers were confident that the economy had “weathered recent events.”
- Jignesh Davda
With the markets rebounding last week, some investors have questioned if a low is in for the stock markets. However, incoming data suggest the Coronvirus threat is far from over.
- Bob Mason
Are the Republicans risking of losing a sure thing 2020 election win? It is looking dicier now. as the administration fails to handle COVID-19 and its spread.
- David Becker
Stock may test the March lows but will likely hold
- James Hyerczyk
At this time, we stand by our forecast for a minimum 50% to 61.8% correction of the entire rally from 2009 to 2020. That’s the value area that will start bringing in the real buyers and not just the reactionary buyers.
- Jignesh Davda
Bill Ackman did two interviews recently where he discussed how he profited from a decline in the markets on the Coronavirus outbreak and how he’s since shifted to a net long position.
- James Hyerczyk
Despite some base-building in the markets this week, we’re likely to continue to see two-sided trading and heightened volatility because some investors will be trading the economic impact of the virus, and others will be basing their decisions on the virus itself.
- James Hyerczyk
Flash forward to 2020 and the lawmakers took out $1 trillion like a hot knife through butter and moved right to $2 trillion. Perhaps later this year, they’ll have to move to $5 trillion.
- Jignesh Davda
While the equity markets have somewhat settled this week, the US dollar is making headlines as the trade-weighted dollar index has reversed sharply higher since last Monday.
- Bob Mason
Another epic slide by the Pound as the markets punish Johnson and the UK battle plan. Does the UK Government really have it wrong though?
- David Becker
The finger-pointing related to the spread of the coronavirus in the US is starting to accelerate. President Trump is not willing to say the buck stops with him concerning the US’s response to the coronavirus pandemic.
- Jignesh Davda
A technical look at the major indices around the globe to highlight areas technical traders might look to buy (or sell).