By Doug Noland This might be the most fascinating market backdrop of my career. Not yet as dramatic as 1987, 1990, 1994, 1997, 1998, 1999,
By Michael Ashton Below is a summary of my post-CPI tweets. 22 minutes until CPI. Not sure I am looking forward to this one. The
By Otto Rock Having started late this morning (couldn’t get to sleep last night, finally nodded off 4am, thanks for asking) and catching up on
By Anthony B. Sanders Core Inflation Rises 0.3% MoM In December, 1.8% YoY, Owners’ Equivalent Rent of Dwelling Rises 3.1% YoY (Fed Still Can’t Generate
By Steve Saville 1. According to news reports, unnamed senior government officials in China have recommended slowing or halting the purchase of US Treasury securities.
By Tom McClellan January 12, 2018 There is no divergence yet between stock indices and the NYSE’s composite A-D Line. But there is one in
By Notes From the Rabbit Hole Since January 2013 we have been using the worldwide Semiconductor Equipment industry as a leader within the Semiconductor sector,
By Anthony B. Sanders Kingpin? Like the movie with Woody Harrelson and Randy Quaid about bowling? (Bloomberg) — Trading patterns associated with the new kingpin in
By Kevin Muir I suspect in the coming years, we will hear much more about inflation protected securities (TIPS), and the accompanied derived breakeven rate.
By Otto Rock How’s the market reacting to the swathe of 4q17 production numbers released pre-bell today? A few five day charts of a few
By Rob Hanna One compelling study from last night’s Quantifinder suggested the recent persistent upmove is unlikely to abruptly end. (This is a theme we
By Jeffrey Snider For quite a long time I obsessed over November 20, 2013. It was a day that for the vast majority of humanity