Podcasts about us dollar index

Play Episode Listen Later Jan 13, 2025 62:04

Derek Moore is joined by guest co-host Spencer Wright to discuss the surge in bond yields, the surge in the US Dollar Index, and whether those two things might cause some near-term pain for equity markets. Plus, discussing whether AI Artificial Intelligence is a true next technological revolution and what it means for earnings. Then they talk semiconductors as the picks and shovels of AI and do some technical analysis reviewing the patterns in the S&P 500 Index, the Nasdaq 100, Semiconductors and bond yields. Oh, and there was the unemployment report that markets didn't like in the moment as it was “too good” because does it mean the Fed is done cutting? All this and more this week! Bond interest rates surge as 10-year treasury hits 4.7% UK Gilt Bonds surge to a higher rate than when the government had to step in Unemployment surprises at 4.1% but market reacts negatively Fed rate cuts not priced in until October 29th meeting and 1 cut at that AI Artificial Intelligence – is it the 6th great sea change revolution? Semiconductors as the picks and shovels of AI Technical analysis triangle patters Technical analysis on NDX, SPX, and Semiconductors The trade weighted dollar index and impact to earnings due to currency exchange Are high rates bad or just the journey to get there first? Technical analysis book recommendations Mentioned in this Episode Encyclopedia of Chart Patterns by Thomas N. Bulkowski https://amzn.to/4gVExnm Technological Revolutions and Financial Capital by Carlota Perez https://amzn.to/3Wefgwd Technical Analysis of the Financial Markets by John Murphy https://amzn.to/3Wefgwd Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com

When Hindsight Meets Foresight - How Did My Crystal Ball Fare?

Stuff That Interests Me

Play Episode Listen Later Dec 22, 2024 6:26

Every January, I like to make some predictions about the year ahead. Then, in my final post of the year, which this will probably be, I go back and review them. That's what we are doing today.Before I begin, just a couple of things:* In case you missed it, check out Friday's piece on North American tax loss selling. It has 9 ideas for short-term trades, which could come good by February.* And there is now a video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Right. Here we go …Predictions are funny things. The more outlandish the prediction, the more entertaining the copy, but the less likely it is to actually happen. What is more important: getting lots of eyeballs or being right?I like this exercise because it demonstrates just how much perspective can change over time. While we can change strategy as events develop, what I wrote a year ago does not, so when you look back at stuff you got wrong, you can look foolish, even if you changed tack in real time. On the other hand, if you got stuff right, people go - well that was obvious.So the rules of my little game are this: I score two points for a direct hit, one for a good call, zero for a miss, and minus one for a "David Lammy on Mastermind" fail.I made 15 predictions. Here they are:1. The Great Decline goes on.I was pleased with this one, even if it was rather negative.“Everywhere the state's tentacles reach remains a drain on productivity. Our once-great institutions continue to fall apart, like zombie meth addicts, stumbling towards dysfunction... The ordinary worker desperately trying to improve his lot is bled dry by taxes, inflation, housing costs, and the voracious state monster. Fiat loses yet more of its purchasing power. The South Africanisation of everything continues.”Gosh, it's depressing and negative. Things may be changing on the other side of the pond, but they are not in Europe. Two points.2. Gold breaks out to new highs and goes to $2,400. And some. $2,790 was the high. We're now at $2,620. Two points.3. Bitcoin goes to new highs as well.Yup. We are at $98,000 as I write. $108,000 was the high. Two points.4. For reasons I don't understand, ethereum outperforms bitcoin.Ethereum always seems to move later in the cycle and by more, hence the prediction. But in 2024 bitcoin outperformed. Zero points.5. The US dollar trends sideways.It didn't. The US Dollar Index began the year at 100 and ended about 8% higher around 108. Another big fat zero.6. Sterling has problems.Cable began the year at around $1.27 and it's now at $1.25, having been as high as $1.34. So it's down a bit. But the eight-year cycle low that I am looking for has not materialized. I'm sure it's coming, but zero points.7. The Tories are eviscerated.Pleased with this one.They had their chance and they blew it. Come the General Election this year, the voters are unforgiving. … The SNP is similarly annihilated. The shortcomings of our political system are there for all to see. But nothing that needs to change does. Roughly 80% of the country did not vote Labour, yet they got 63% of the seats. Incredible. And they call it democracy. Two points.8. Uranium to hit $125/lb.Nope. The highest it got was $105/lb, and that was in January. It spent the rest of the year declining; it's now at $73. Minus one. Totally wrong.9. Fast and processed food companies have problems.I think I am early to this. Let's see what RFK does. But, by way of proxy, McDonald's is flat on the year; Burger King (Restaurant Brands International) is down 14%; KFC is off about 10%.Good call. Two points.Seed oils are losing.10. Good year for the Japanese yen. It has to go up sometime right? It's so cheap.Nope. It went down. Minus one.11. The S&P500 has a good year.I'll say. It's up 25%. Way above expectation. Two points.12. Small caps outperform.Apart from a brief spell in summer, they didn't. It feels like they are starting to, but nope. Zero points.13. UK house prices. Atrophy and stagnation, but no meltdownThat feels about right. About 50% of stuff on the market isn't selling, apparently. I'm not surprised; the cost of moving is so high. Two points.14. Silver. Can it stage a meaningful rally above $30?Nope, I said. It went to $34 in October. Now it's $29. Was that rally meaningful? Well, it did better than I thought it would. Zero points.15. Liverpool win the league; Sheffield United, Burnley, and Luton are relegated.Got the losers right but not the winners. 1 point.All in all, not a great showing. 13 points.Oddly enough, whenever I score low on the predictions, I have a much better year in the portfolio. That was the case this year, where we have had some real winners in the Flying Frisby: bitcoin and MicroStrategy, obviously, but also Lightbridge and Novavax too. Meanwhile, the low-risk Dolce Far Niente portfolio is rocking it.Happy Christmas everyone. Thank you for being a subscriber.And why not gift someone a subscription this Christmas?I'll have some predictions for 2025 early in the new year.Until next time.DominicPS Don't forget:* In case you missed it, Friday's piece on North American tax loss selling has 9 ideas for short-term trades, which could come good by February.* Plus the video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Become enlightened. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

When Hindsight Meets Foresight - How Did My Crystal Ball Fare?

The Flying Frisby

Play Episode Listen Later Dec 22, 2024 6:26

Every January, I like to make some predictions about the year ahead. Then, in my final post of the year, which this will probably be, I go back and review them. That's what we are doing today.Before I begin, just a couple of things:* In case you missed it, check out Friday's piece on North American tax loss selling. It has 9 ideas for short-term trades, which could come good by February.* And there is now a video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Right. Here we go …Predictions are funny things. The more outlandish the prediction, the more entertaining the copy, but the less likely it is to actually happen. What is more important: getting lots of eyeballs or being right?I like this exercise because it demonstrates just how much perspective can change over time. While we can change strategy as events develop, what I wrote a year ago does not, so when you look back at stuff you got wrong, you can look foolish, even if you changed tack in real time. On the other hand, if you got stuff right, people go - well that was obvious.So the rules of my little game are this: I score two points for a direct hit, one for a good call, zero for a miss, and minus one for a "David Lammy on Mastermind" fail.I made 15 predictions. Here they are:1. The Great Decline goes on.I was pleased with this one, even if it was rather negative.“Everywhere the state's tentacles reach remains a drain on productivity. Our once-great institutions continue to fall apart, like zombie meth addicts, stumbling towards dysfunction... The ordinary worker desperately trying to improve his lot is bled dry by taxes, inflation, housing costs, and the voracious state monster. Fiat loses yet more of its purchasing power. The South Africanisation of everything continues.”Gosh, it's depressing and negative. Things may be changing on the other side of the pond, but they are not in Europe. Two points.2. Gold breaks out to new highs and goes to $2,400. And some. $2,790 was the high. We're now at $2,620. Two points.3. Bitcoin goes to new highs as well.Yup. We are at $98,000 as I write. $108,000 was the high. Two points.4. For reasons I don't understand, ethereum outperforms bitcoin.Ethereum always seems to move later in the cycle and by more, hence the prediction. But in 2024 bitcoin outperformed. Zero points.5. The US dollar trends sideways.It didn't. The US Dollar Index began the year at 100 and ended about 8% higher around 108. Another big fat zero.6. Sterling has problems.Cable began the year at around $1.27 and it's now at $1.25, having been as high as $1.34. So it's down a bit. But the eight-year cycle low that I am looking for has not materialized. I'm sure it's coming, but zero points.7. The Tories are eviscerated.Pleased with this one.They had their chance and they blew it. Come the General Election this year, the voters are unforgiving. … The SNP is similarly annihilated. The shortcomings of our political system are there for all to see. But nothing that needs to change does. Roughly 80% of the country did not vote Labour, yet they got 63% of the seats. Incredible. And they call it democracy. Two points.8. Uranium to hit $125/lb.Nope. The highest it got was $105/lb, and that was in January. It spent the rest of the year declining; it's now at $73. Minus one. Totally wrong.9. Fast and processed food companies have problems.I think I am early to this. Let's see what RFK does. But, by way of proxy, McDonald's is flat on the year; Burger King (Restaurant Brands International) is down 14%; KFC is off about 10%.Good call. Two points.Seed oils are losing.10. Good year for the Japanese yen. It has to go up sometime right? It's so cheap.Nope. It went down. Minus one.11. The S&P500 has a good year.I'll say. It's up 25%. Way above expectation. Two points.12. Small caps outperform.Apart from a brief spell in summer, they didn't. It feels like they are starting to, but nope. Zero points.13. UK house prices. Atrophy and stagnation, but no meltdownThat feels about right. About 50% of stuff on the market isn't selling, apparently. I'm not surprised; the cost of moving is so high. Two points.14. Silver. Can it stage a meaningful rally above $30?Nope, I said. It went to $34 in October. Now it's $29. Was that rally meaningful? Well, it did better than I thought it would. Zero points.15. Liverpool win the league; Sheffield United, Burnley, and Luton are relegated.Got the losers right but not the winners. 1 point.All in all, not a great showing. 13 points.Oddly enough, whenever I score low on the predictions, I have a much better year in the portfolio. That was the case this year, where we have had some real winners in the Flying Frisby: bitcoin and MicroStrategy, obviously, but also Lightbridge and Novavax too. Meanwhile, the low-risk Dolce Far Niente portfolio is rocking it.Happy Christmas everyone. Thank you for being a subscriber.And why not gift someone a subscription this Christmas?I'll have some predictions for 2025 early in the new year.Until next time.DominicPS Don't forget:* In case you missed it, Friday's piece on North American tax loss selling has 9 ideas for short-term trades, which could come good by February.* Plus the video version of "The Chainsaw and the Swamp: A Tale of Two Economies" for your Sunday morning viewing pleasure.Become enlightened. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

S&P 500 7000 By Year End 2025? | Multiples vs Earnings Growth | Inflation Still Too High? | Probabilities Calculated Using Options | Fair Share on Taxes?

Play Episode Listen Later Dec 16, 2024 49:58

Derek Moore and Jay Pestrichelli gather once again to discuss whether inflation is too high for the Fed to aggressively cut rates more. Then, they talk about the probability of the S&P 500 closing or getting to 7000 by year end 2025. Plus, is inflation still too high looking at Core CPI and CPI Supercore for the fed to cut rates as much as projected. Later, they go into some myths on the US debt and foreign ownership of treasuries, US Dollar Index against some resistance levels, what does paying your fair share in taxes mean, and more. How probabilities are calculated based on option prices Current probability of the S&P 500 Index hitting 7000 by year end 2025 Difference between probability of touching and probability of expiring in the money Looking at the current forward PE ratio and multiple for the S&P Calculating theoretical year end 2025 S&P price at different earnings and multiples Is the PE multiple too high? US Dollar moves higher but coming up against resistance? Looking at who owns the $34 Trillion US Debt Percentage of foreign countries who own treasuries Many people think China owns more treasuries than it currently does How much does the Fed own of outstanding US debt? What does paying your fair share in taxes mean? Income comparisons when including government transfer payments (benefits) and taxes Data from New York City points to a small number of people paying most of the taxes CPI Supercore CPI Core and the Fed targets Shelter inflation How big of a company would SpaceX be if it went public? Broadcom hits $1 Trillion in market cap today Mentioned in this Episode CBO report on Distribution of Household Income https://www.cbo.gov/publication/56575 NYC Department of Taxation https://www.tax.ny.gov/data/stats/taxfacts/personal-income-tax.htm Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com

MicroStrategy Market Cap vs Bitcoin | Valuations Getting Frothy ? | Yields vs Fed Cuts | Second Inflation Surge? | US Dollar Problem | Nvidia Options

Play Episode Listen Later Nov 18, 2024 49:05

Derek Moore and Jay Pestrichelli talk through the latest market action including the forward PE ratio looking frothy, yields continue rising, probability of rate cuts dropping, and when and if the US Dollar strength will be a problem. Plus, talking about Barron's article comparing the market cap of MicroStrategy vs the value of their Bitcoin holdings. S&P 500 Index earnings yield vs the 10-year Treasury yield. Then, they discuss why people are saying we are going to have a coming second surge for inflation. Later, they talk about volatility on Nvidia a week out from earnings and their options, 90+ days delinquent credit card debt rising, and comparing post-election rallies around close Presidential elections. MicroStrategy market cap value vs the value of their total Bitcoin holding Post election rallies around close Presidential elections 10-Year Treasury Yields acting different than normal post Fed cutting action US 2-year Treasury yield vs the Fed Funds target rate Probability of interest rate cut in December update US Inflation progress stalled in October? US Dollar Index pushing through resistance When the US Dollar strength matters and when it doesn't Comparing where we are today with inflation against the 1970s chart S&P 500 Index risk premium (forward earnings yield minus 10-year treasury yield) Percentage of US credit card debt that is delinquent reaches highest level in over a decade S&P 500 Index forward EPS estimates Barron's article evaluating MicroStrategy's premium to its Bitcoin holdings Mentioned in this Episode Barron's Article on Bitcoin vs MicroStrategy valuation https://www.barrons.com/articles/microstrategy-stock-price-bitcoin-valuation-702281bd Explanation of US sugar tariffs and the history of behind them https://www.cato.org/policy-analysis/candy-coated-cartel-time-kill-us-sugar-program#an-overview-of-u-s-sugar-policy Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com

Hour Two: More From Landus

The Big Show

Play Episode Listen Later Apr 3, 2024 25:18

Wednesday's Second Hour: Elizabeth Burns-Thompson, Vice President of External Affairs at Landus, tells us about how they are communicating with farmers and the issues in agriculture they are looking to facilitate at the statehouse. Landus President and CEO Matt Carstens tells us more about the newly announced Synthesis product to make drone data more easily accessible to farmers. We close the day with US Commodities' Don Roose looking at markets including a look at how the US Dollar Index is impacting commodity markets today.

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Put & Call Implied Volatility Mismatch? | US Dollar vs S&P 500 Correlation | Sticky Inflation | Japan Recession | Explaining Why Stocks Go Up (or down)

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Play Episode Listen Later Feb 19, 2024 55:13

Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, follow up on last week's PE ration (useless?) discussion explaining how stocks go up or down based on earnings, multiples, and other factors. Then they delve into correlations between the US Dollar Index and the S&P 500 Index. Later, the surprising fact that as Japan's Nikkei Index makes 35-year all-time highs they are in a technical recession. Finally, more evidence shows that inflation may be stickier and some that it may not. As always, they'll have some recommendations! Explaining how EPS earnings per share works How the PE can change due to earnings going up or the multiple going up How a stocks movement from one year to the next can be attributed to earnings and multiples How the correlation between the US Dollar Index and the S&P 500 Index has flipped of late Why a lower dollar helps large multinational companies earnings Congratulations, Japan is making all-time highs while in a technical recession What is a technical recession that everyone is now calling 2 quarters of negative GDP growth Car insurance premiums rose another 20% year over year…inflationary? How lagging price changes may continue to be sticky for inflation Looking at how OER Owners Equivalent Rent has been trending lower How higher rates may have put pricing pressure on rents How market returns and earnings growth aren't the same every year Mentioned in this Episode: Historical Returns on Stocks, Bonds and Bills: 1928-2023 NYU Aswath Damodaran https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html Previous Week's Podcast: Is the Forward PE Useless?| S&P 500 Election Seasonality | Gen Z vs. Gen X Special https://podcasts.apple.com/us/podcast/is-the-forward-pe-useless-s-p-500-election/id1432836154?i=1000644953963 Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Contact Derek derek.moore@zegafinancial.com www.zegafinancial.com

The Tuesday Channel Final Bell with Jeff Peterson with Heartland Farm Partners | 02/06/24

The Final Bell

Play Episode Listen Later Feb 6, 2024 12:48

2-6-24 *How would you best some of the markets at this time? *Is the US Dollar Index having much impact on the corn and soybean markets? *What is the latest on Brazil and Argentina? * How do you think the crop size for corn and soybeans for South America will compare to last year? *When will CONAB give their next update? *What are you expecting to see for changes in the WASDE report on Thursday

Rally Out of Nowhere -- Nick Santiago 11-20-23 #542

Play Episode Listen Later Nov 20, 2023 10:03

1. The major indexes have staged a a big rally since October 27th. Now it looks like the markets need to take a breather. Today, the major indexes are slightly higher to start the day. The NASDAQ is leading the charge trading up by 0.50%. 2. Microsoft has now hired the former C3 AI CEO Sam Altman to lead it AI division. The stock is trading higher this morning on the news. MSFT stock is trading at all time highs right now. 3. The decline in bond yields have been the tailwind with the stock market. Today yields on the 10 year note are up 0,028 basis points to 4.47%. The 2-year note yield has also retreated below the important 5.0% level trading at 4.90%. 4. Gold has been holding up very well, especially as the US Dollar Index has sold off. Today, gold is trading lower by 0.58% to 1974 an ounce. This is a chart that needs to be watched closely everyday. I think it is still holding up well at the moment. 5. Bitcoin futures are trading higher by 2.0% to 37,500. Again, the crypto world is holding up well as everyone awaits the spot bitcoin ETFs to get approval. Until the announcement it can still continue to trade higher. Visit Nick at: https://InTheMoneyStocks.comThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4295686/advertisement

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Weaker Markets Today -- Nick Santiago 9-25-23 #528

Play Episode Listen Later Sep 25, 2023 14:32

1. The major indexes sold off last week and are on the weaker side again this morning. The stronger US Dollar Index and higher bond yields are keeping pressure on equities. 2. Today the 10-year note yield is trading around 4.51%. While this affects rates it is still not as important as the 2-year note yield which is trading around 5.12%. If the 2-year yield starts to move into the 5.25 to 5.50% area then that would be problematic for the Fed and would likely secure another rate hike on the horizon. Believe it or not, stocks can trade higher with higher rates, but they will struggle if the inverted yield curve between 2's and 10's gets wider. Should the spread narrow it could be a positive for stocks. 3. Oil is pulling back a little today. Oil is very extended and overbought on the daily and weekly chart. Traders should still keep a cautious stance since we have lots of geopolitical events that can take place right now. 4.Gold is pulling back a little today . The precious metal has been in a long trading range since June. I'll stay neutral right now until we see more of a pattern develop. In defense for gold, it has held up very well despite the price action and strength in the US Dollar. 5. Bitcoin is weak today trading down by 1.27%. I'm expecting bitcoin to decline as the weekly chart pattern is signaling downside.This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4295686/advertisement

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Another Quiet Summer Monday — Nick Santiago 7-24-23 #511

Play Episode Listen Later Jul 24, 2023 15:01

1. The major indexes are starting out the day with a minor rally. Generally, Monday trading sessions in the summer are usually light volume buoyant days. That looks to be what we have today. 2. This coming Wednesday is the highly anticipated FOMC rate decision. This time around it looks as if the Fed will raise rates by 25 basis points. This hike is baked into the cake already so the verbiage will be important. Currently, the fed funds rate is around 5.0% - 5.25%. This is above the 2-year note yield which is currently at 4.85%. Should the 2-year yield catch up to the fed funds rate or surpass it then that is when the big problems come for the stock market. Right now, the markets seem convinced that the Fed will pause or even cut rates soon. I do not believe that will be the case if that 2-year yield spikes again. 3. Earnings season heats up this week. There will be earnings releases from MSFT, GOOG and META. Besides this mega-cap stock there are also lots of important names reporting. Buckle up! $TLSA has had an amazing run. Buy the rumor and sell the news just like AAPL 4. Natgas has turned the corner and heading to over $3. Daily and weekly charts are showing accumulation by the boys. 5. Gold is slightly higher this morning and silver is slightly lower. The US Dollar Index has caught a bid over the past week so that looks to have stalled out the precious metals run. 6. Bitcoin futures are selling off today trading lower by 2.2% to $29,210. It should be noted that the commercial money cut a huge portion of their long position. Now the commercial money is just slightly long vs short. This is a major change from last week's COT report. remember, the commercial money is always right at some point.This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4295686/advertisement

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A Funny Thing Happened to Gold and the Dollar — Nick Santiago 7-14-23 #509

Moving Markets: Daily News

Play Episode Listen Later Jul 14, 2023 11:55

1. Earnings season has begun. This morning, JPM, WFC, C, BLK & UNH all reported earnings. These stocks are holding up well right now. United Health (UNH) is the largest Dow component and that stock is trading up by 6.0% today. Next week we will get a lot more companies reporting earnings. 2. Next Friday July 21st, will be options expiration for June. It is always a wild week as we go into options expiration. It's a time of institutional game playing. Traders should beware of stocks that are in the stratosphere, they are vulnerable to pullbacks and often stocks at lows will often get bounces. 3. Precious metals have had a monster week to the upside. This is primarily due to the epic decline in the US Dollar Index. The dollar still looks vulnerable to further downside so the precious metals might have some staying power. The daily chart resistance area for gols is around 1985.00/ounce. 4. Bitcoin futures are stalling out a little today, but the chart remains constructive for more upside in the near term. Earlier this week, there was a court case that was bullish for Ripple and that is just the latest catalyst for the crypto world. Right now, there should be more upside as the chart is strong.This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4295686/advertisement

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A successful week for equities

Play Episode Listen Later Jul 14, 2023 11:09

Global equities are heading for their best weekly gains since November last year after another set of lower than expected US inflation data. In Asia, optimism over policy support in China as well as the easing of some restrictions on artificial intelligence is supporting markets. Currencies have also seen some movement this week, with the US Dollar Index struggling. David Kohl, our Chief Economist, shares his views on the latest US data and the likely path of the Federal Reserve.00:14 Introduction by Bernadette Anderko (Investment Writing)00:33 Markets wrap-up by Lucija Caculovic (Investment Writing)04:59 Assessment of recent US data and Fed's likely path now by David Kohl (Chief Economist)10:00 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

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Precious Metals Projections - June 2023

Sprott Money News

Play Episode Listen Later Jun 5, 2023 21:06

Get ready for an insightful discussion as host Craig Hemke from Sprott Money News and analyst Chris Vermeulen of the Technical Traders delve into the world of precious metals. In this episode, Hemke and Vermeulen provide a comprehensive analysis of the charts to help you navigate the market with confidence. Here's what you can expect from this discussion: - The top performing stocks in the Technology Sector - What is the next trend for the US Dollar Index? - Is Gold running out of steam? By staying informed on the latest developments discussed to make informed investment decisions and navigate the ever-changing landscape of precious metals. Watch the new episode of Precious Metals Projections on our YouTube channel today.

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The Easy Money is Over — Nick Santiago 5-24-23 #495

Play Episode Listen Later May 24, 2023 9:39

1. Markets are in retreat mode again today. The debt ceiling debate continues to remain front and center. In my opinion, the debt ceiling debate is not the real issue. Everyone knows that the politicians will raise the debt ceiling and increase spending. That is how we got to $32 trillion in debt. The bigger issues are the banking crisis, war in Ukraine. 2. Bond yields have rallied higher recently. The 10-year note tested 3.76% before baking off a bit. The 2-year note which is the most important is around 4.31%. This is going to be very problematic should it test 5% again. That would force the Fed to continue raising the fed funds rate. At the moment, the fed funds rate is at 5% so they have a little wiggle room, but with this proxy war going on between the US and Russia it is not a recipe for lower yields. 3. Financial stocks are under pressure today. The Regional Bank ETF (KRE) is trading lower by 2.2% this morning. The weekly chart of this ETF still looks horrible despite the recent bounce. This is another major problem for the Fed, but so far since the bank failures began the markets have rallied higher. This tells me that they have thrown money at the system. US$ is going higher at 103.77. 4. Gold is trading down a touch today, but nothing terrible. The US Dollar Index has held up this week so that sometimes puts pressure on the precious metal. Either way, the pattern should still be watched closely for gold. The daily chart has some support around the $1940 area. 5. Bitcoin is trading lower by 3% today. It remains in a daily chart bearish consolidation pattern. That near term downside target on the futures is around the 25,000 area. The weekly chart is still holding up right now, but if that changes it will be lights out for Bitcoin.This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4295686/advertisement

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The most important price in the world - what happens next?

Stuff That Interests Me

Play Episode Listen Later Apr 21, 2023 7:21

Before getting started today, I just wanted to flag that Kisses on a Postcard won silver at the New York Festivals Radio Awards for best serialised podcast.We beat off competition from major production houses, including Lionsgate, the BBC and MediaHuis (Ireland's largest media group), which is good.If you haven't already listened, load it onto your favourite podcast app and play it while you are cooking/walking/driving/ironing. This podcast with music about two boys in WWII will make your life better.In other news, wearing my comedy hat, there are still about 10 seats left for the Crazy Coqs gig on May 3rd. Some new songs, and plenty of old favourites, these nights are really good fun. Please come.So to today's piece …I've said it before and I'll say it again - the US dollar is the most important price in the world.The dollar is the global reserve currency, the international money of default. Global commerce thinks in dollars. It's the pricing mechanism for essential materials. Oil, copper, wheat - energy, metal and food, in other words - are traded in US dollars. The majority of international debt - and there is even more debt than essential material - is traded in dollars. The IMF thinks in dollars. It's a determinant of international capital flows: is capital flowing from or to the United States, the largest economy in the world (just)?I can get all idealistic and say the world would be a better place if gold had this role. It should. It's independent. It gives no nation or government exorbitant privilege. It lasts longer. It has a proven history. Its purchasing power doesn't get steadily eroded. New gold supply matches population growth. That kind of stuff. Even bitcoin could work. It's independent.But the reality is that the US has got the gig, largely by having such a strong army, and also for the fact that so many around the world trust in America. (I would argue that trust is not what it was. It's fading. But when push comes to shove it still has the gig).A strong US dollar should be good for international stability, and thus good for America's reputation. But the US government likes to print, spend, and then export the inflation and debasement. You just need to look at what it does to know what it prioritises. How the game worksWhen the dollar is weak, asset prices rise – and the policy-making world sure does love a bit of asset-price inflation. Borrowing is cheap, house prices go up, stock prices go up, bond prices go up, energy and metal prices go up. The party keeps on rocking. Everybody feels wealthy.But when the dollar is strong, the world gets the jitters. It starts to think that the asset price bubble that has been inflating since August 15, 1971, might be about to pop.Those in charge may talk tough. They wear smart, plain suits and look respectable. But then they usually start printing again.Here's the thing though. The dollar has just hit an inflection point. It comes to them every now and then. And when it does, it pays to take heed.Despite the experience of day traders, where prices flicker at you and fortunes are made and lost in tiny fluctuations, if you zoom out a bit, the dollar tends to trend for months at a time, if not years.The US dollar index (the dollar versus the currencies of its major trading partners) hit a high in 1985. It got so high, in fact, the G5 nations signed the Plaza Accord to get the price back down again. The eventual low did not come until 1992, seven years later. This wasn't a one-directional thing, except for the first move. There were counter-trend rallies that lasted several months. Trend, consolidate, trendIn fact, the process of making a low lasted from 1988 to 1995. It made a low, rallied a bit, made another low and so on. It took time in other words. Seven years.But then from 1995, the dollar rallied - with the usual drawn-out countertrend moves - all the way to 2001. With the dot-com bust, 9-11, the Iraq War and all the rest of it, the dollar then saw seven years of a bear market and in 2008 it made another low. The price was 71. It rallied for several months, then declined for several months, eventually retesting the low in 2011. So the bull trend, the bear trend and the process of making lows and highs can each take many years. If you, as an investor, trader or portfolio manager, were able to catch these trends - and be in and out of the market at the right time - you would have been able to magnify your returns many times. The low in 2011 was 72. Many years of bull market - with the usual drawn-out countertrend moves - followed before the dollar index eventually peaked in September last year at 114. Here's the long-term chart that illustrates what I have just described:Please subscribe to this amazing letter.When it changes direction, this lumbering beast likes to put in double tops and double bottoms, more than any asset I can think of. Sometimes triple tops and bottoms. It reaches a level, then re-tests it, and then sometimes re-tests it again.Here's the thing. It might be putting in one such double bottom now.The pain, especially of commodity prices, has been relieved somewhat these last few months as the US dollar has come off. This last month has felt particularly good with gold and silver both strong.But the dollar index hit a low at 101 in early February. It rallied for a few weeks, then came off again. It's retesting that low now.Does the US dollar now rally?I have to say it would be quite normal behaviour for it to do that from here.I have heard a lot of excitement about silver, for example. You know my cynicism about that metal. Too much excitement and euphoria usually mean declines are upon us. In fact, in the last few days, I have taken a small short against silver in my spread-betting account.I'm not forecasting the beginning or end of a major dollar cycle. But I do think, assuming 100 on the US Dollar Index holds, we might see a reversal in the dollar that could last several weeks or months. It comes, interestingly, just as gold is re-testing its highs. Could gold be putting in a double top?It's all about that 100-101 level.Interested in buying gold or silver. My recommended bullion dealer in the UK is The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. You can deal with a human being. Both deliver to the UK, US, Canada and Europe, or you can store your gold with them. I have an affiliation deal with them.This article first appeared at Moneyweek. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

united states america canada europe uk global price bbc world war ii trend oil imf kisses postcards iraq war borrowing lionsgate g5 money week us dollar index new york festivals radio awards mediahuis ireland

The most important price in the world - what happens next?

The Flying Frisby

Play Episode Listen Later Apr 21, 2023 7:21

Before getting started today, I just wanted to flag that Kisses on a Postcard won silver at the New York Festivals Radio Awards for best serialised podcast.We beat off competition from major production houses, including Lionsgate, the BBC and MediaHuis (Ireland's largest media group), which is good.If you haven't already listened, load it onto your favourite podcast app and play it while you are cooking/walking/driving/ironing. This podcast with music about two boys in WWII will make your life better.In other news, wearing my comedy hat, there are still about 10 seats left for the Crazy Coqs gig on May 3rd. Some new songs, and plenty of old favourites, these nights are really good fun. Please come.So to today's piece …I've said it before and I'll say it again - the US dollar is the most important price in the world.The dollar is the global reserve currency, the international money of default. Global commerce thinks in dollars. It's the pricing mechanism for essential materials. Oil, copper, wheat - energy, metal and food, in other words - are traded in US dollars. The majority of international debt - and there is even more debt than essential material - is traded in dollars. The IMF thinks in dollars. It's a determinant of international capital flows: is capital flowing from or to the United States, the largest economy in the world (just)?I can get all idealistic and say the world would be a better place if gold had this role. It should. It's independent. It gives no nation or government exorbitant privilege. It lasts longer. It has a proven history. Its purchasing power doesn't get steadily eroded. New gold supply matches population growth. That kind of stuff. Even bitcoin could work. It's independent.But the reality is that the US has got the gig, largely by having such a strong army, and also for the fact that so many around the world trust in America. (I would argue that trust is not what it was. It's fading. But when push comes to shove it still has the gig).A strong US dollar should be good for international stability, and thus good for America's reputation. But the US government likes to print, spend, and then export the inflation and debasement. You just need to look at what it does to know what it prioritises. How the game worksWhen the dollar is weak, asset prices rise – and the policy-making world sure does love a bit of asset-price inflation. Borrowing is cheap, house prices go up, stock prices go up, bond prices go up, energy and metal prices go up. The party keeps on rocking. Everybody feels wealthy.But when the dollar is strong, the world gets the jitters. It starts to think that the asset price bubble that has been inflating since August 15, 1971, might be about to pop.Those in charge may talk tough. They wear smart, plain suits and look respectable. But then they usually start printing again.Here's the thing though. The dollar has just hit an inflection point. It comes to them every now and then. And when it does, it pays to take heed.Despite the experience of day traders, where prices flicker at you and fortunes are made and lost in tiny fluctuations, if you zoom out a bit, the dollar tends to trend for months at a time, if not years.The US dollar index (the dollar versus the currencies of its major trading partners) hit a high in 1985. It got so high, in fact, the G5 nations signed the Plaza Accord to get the price back down again. The eventual low did not come until 1992, seven years later. This wasn't a one-directional thing, except for the first move. There were counter-trend rallies that lasted several months. Trend, consolidate, trendIn fact, the process of making a low lasted from 1988 to 1995. It made a low, rallied a bit, made another low and so on. It took time in other words. Seven years.But then from 1995, the dollar rallied - with the usual drawn-out countertrend moves - all the way to 2001. With the dot-com bust, 9-11, the Iraq War and all the rest of it, the dollar then saw seven years of a bear market and in 2008 it made another low. The price was 71. It rallied for several months, then declined for several months, eventually retesting the low in 2011. So the bull trend, the bear trend and the process of making lows and highs can each take many years. If you, as an investor, trader or portfolio manager, were able to catch these trends - and be in and out of the market at the right time - you would have been able to magnify your returns many times. The low in 2011 was 72. Many years of bull market - with the usual drawn-out countertrend moves - followed before the dollar index eventually peaked in September last year at 114. Here's the long-term chart that illustrates what I have just described:Please subscribe to this amazing letter.When it changes direction, this lumbering beast likes to put in double tops and double bottoms, more than any asset I can think of. Sometimes triple tops and bottoms. It reaches a level, then re-tests it, and then sometimes re-tests it again.Here's the thing. It might be putting in one such double bottom now.The pain, especially of commodity prices, has been relieved somewhat these last few months as the US dollar has come off. This last month has felt particularly good with gold and silver both strong.But the dollar index hit a low at 101 in early February. It rallied for a few weeks, then came off again. It's retesting that low now.Does the US dollar now rally?I have to say it would be quite normal behaviour for it to do that from here.I have heard a lot of excitement about silver, for example. You know my cynicism about that metal. Too much excitement and euphoria usually mean declines are upon us. In fact, in the last few days, I have taken a small short against silver in my spread-betting account.I'm not forecasting the beginning or end of a major dollar cycle. But I do think, assuming 100 on the US Dollar Index holds, we might see a reversal in the dollar that could last several weeks or months. It comes, interestingly, just as gold is re-testing its highs. Could gold be putting in a double top?It's all about that 100-101 level.Interested in buying gold or silver. My recommended bullion dealer in the UK is The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. You can deal with a human being. Both deliver to the UK, US, Canada and Europe, or you can store your gold with them. I have an affiliation deal with them.This article first appeared at Moneyweek. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

united states america canada europe uk global price bbc world war ii trend oil imf kisses postcards iraq war borrowing lionsgate premiums g5 money week us dollar index new york festivals radio awards mediahuis ireland

Dollar Soars/Market Floors — Nick Santiago 3-8-23 #472

Play Episode Listen Later Mar 8, 2023 9:02

1. All eyes will be on Fed Chairman Jay Powell as he gives his second day of testimony on Capitol Hill. Yesterday, his opening remarks sent the stock market plunging throughout the session. He stated that rates will go higher for longer and that was all the market needed to hear to begin a sharp sell-off. I'm not sure how the market will react today, but yesterday was ugly. The 2-year note yield ended above 5% and that is where the fed funds rate needs to catch up to. 2. Warren Buffett's Berkshire Hathaway $BRK.B bought another 5,801,791 shares of Occidental Petroleum $OXY. This is in addition to his current stake in the oil giant. I tweeted out earlier that it's funny that he isn't investing in windmills. 3. Gold (GLD) got crushed yesterday as the US Dollar Index surged. Today, the US Dollar is stalling a little and gold is upticking. I still believe the US DOllar has much more to go and gold could slump from here. Just remember, the war wild card is always a reason to look at gold. Thyat could be a catalyst for gold to pop early. 4. Silver also dumped out yesterday on the back of the stronger dollar. Today, silver is rebounding a little as it hit a major retrace level. I still think this will ultimately pull back further before it becomes a major buy again. 5. Bitcoin has lost some steam lately. Its still somewhat constructive on the daily chart, but if the pattern breaks down it could be cooked. Remember, the large time-frames are bearish.

market bitcoin silver dollar capitol hill warren buffett us dollar soars floors us dollar index occidental petroleum oxy nick santiago

Powell haut auf die Pauke | New York to Zürich Täglich | Swissquote

Play Episode Listen Later Mar 8, 2023 12:18

Jerome Powell war im Rechenschaftsbericht vor dem Senat in seiner Rhetorik schärfer und deutlicher als die Wall Street erwartet hatte. Fallen die Wirtschaftsdaten im Februar ähnlich heiß aus wie im Vormonat, sind größere Zinsschritte erneut wahrscheinlich. Basierend auf dem FED-Watch-Tool der CME liegt die Wahrscheinlichkeit eine Anhebung um gleich 50 Basispunkte bei 77%. Vor einer Woche lag die Wahrscheinlichkeit bei 27%. Auch die Wahrscheinlichkeit einer Anhebung um 50 Basispunkte im Mai, ist von 30% auf rund 65% gestiegen. Es wird nun ein Zinsgipfel von 5,64% eingepreist. Die Zinskurve zwischen den 2- und 10-jährigen US-Staatsanleihen ist mit fast 110 Basispunkten so stark invers wie seit 2007 nicht mehr. Einhergehend mit den steigenden Renditen, zieht zu Lasten des Aktienmarktes auch der US-Dollar-Index an. Gerade auch wegen der Worte von Powell, richten sich die Blicke um so mehr auf die am Freitag anstehenden Arbeitsmarktdaten. Sollten im Februar über 300.000 Jobs geschaffen worden sein, dürften die Renditen der Staatsanleihen weiter anziehen, einhergehend mit dem US-Dollar. Sollten die Daten unter diesem Niveau liegen, dürften Aktien aufatmen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Tag 2 des Powell-Rechenschaftsberichts | Fokus Jobs | Fokus Crowdstrike

register retire real estate investing bmo stratosphere us dollar index

Play Episode Listen Later Mar 8, 2023 23:05

► Zur Opening Bell+: https://bit.ly/360kochpc * Ein Podcast - featured by Handelsblatt. Helfen Sie uns, unsere Podcasts weiter zu verbessern. Ihre Meinung ist uns wichtig: www.handelsblatt.com/zufriedenheit Jerome Powell war im Rechenschaftsbericht vor dem Senat in seiner Rhetorik schärfer und deutlicher als die Wall Street erwartet hatte. Fallen die Wirtschaftsdaten im Februar ähnlich heiß aus wie im Vormonat, sind größere Zinsschritte erneut wahrscheinlich. Basierend auf dem FED-Watch-Tool der CME liegt die Wahrscheinlichkeit eine Anhebung um gleich 50 Basispunkte bei 77%. Vor einer Woche lag die Wahrscheinlichkeit bei 27%. Auch die Wahrscheinlichkeit einer Anhebung um 50 Basispunkte im Mai, ist von 30% auf rund 65% gestiegen. Es wird nun ein Zinsgipfel von 5,64% eingepreist. Die Zinskurve zwischen den 2- und 10-jährigen US-Staatsanleihen ist mit fast 110 Basispunkten so stark invers wie seit 2007 nicht mehr. Einhergehend mit den steigenden Renditen, zieht zu Lasten des Aktienmarktes auch der US-Dollar-Index an. Gerade auch wegen der Worte von Powell, richten sich die Blicke um so mehr auf die am Freitag anstehenden Arbeitsmarktdaten. Sollten im Februar über 300.000 Jobs geschaffen worden sein, dürften die Renditen der Staatsanleihen weiter anziehen, einhergehend mit dem US-Dollar. Sollten die Daten unter diesem Niveau liegen, dürften Aktien aufatmen. So schwach die Wall Street gestern war, fiel die Reaktion im Vergleich zum Rentenmarkt vergleichsweise mild aus. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

Do You Really Need 1.7 Million To Retire?

The Canadian Investor

Play Episode Listen Later Feb 20, 2023 49:06

In this episode we go over the highlights of retirement and savings surveys done by BMO in the past year. We go over a pricing power checklist and explain what the US Dollar Index is. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free

Zinsangst belastet | New York to Zürich Täglich | Swissquote

Play Episode Listen Later Feb 17, 2023 11:44

Der S&P 500 bewegt sich seit mindestens drei Wochen so ziemlich auf der gleichen Stelle, während insbesondere der Nasdaq von überwiegend soliden Ergebnissen und Aussichten aus dem Tech-Sektor profitierte. Applied Materials, DoorDash, HubSpot und DraftKings haben seit dem gestrigen Closing nicht nur die Ziele geschlagen, sondern auch die Aussichten angehoben. Auch AutoNation und Deere melden solide Zahlen, und heben die Aussichten an. Was die Wall Street seit gestern überschattet, sind die kontinuierlich weiter steigenden Renditen der US-Staatsanleihen, die im 10-jährigen Bereich die Marke von 3,9% nahezu erreicht haben. Damit einhergehend tendiert ebenfalls der US-Dollar Index fester. Beides belastet die Aktienseite. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Zinsangst belastet | Ergebnis solide | DoorDash | Applied Materials | Deere | DraftKings

Marcus Today Market Updates

Play Episode Listen Later Feb 17, 2023 24:41

Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien * Ein Podcast - featured by Handelsblatt. Helfen Sie uns, unsere Podcasts weiter zu verbessern. Ihre Meinung ist uns wichtig: www.handelsblatt.com/zufriedenheit Der S&P 500 bewegt sich seit mindestens drei Wochen so ziemlich auf der gleichen Stelle, während insbesondere der Nasdaq von überwiegend soliden Ergebnissen und Aussichten aus dem Tech-Sektor profitierte. Applied Materials, DoorDash, HubSpot und DraftKings haben seit dem gestrigen Closing nicht nur die Ziele geschlagen, sondern auch die Aussichten angehoben. Auch AutoNation und Deere melden solide Zahlen, und heben die Aussichten an. Was die Wall Street seit gestern überschattet, sind die kontinuierlich weiter steigenden Renditen der US-Staatsanleihen, die im 10-jährigen Bereich die Marke von 3,9% nahezu erreicht haben. Damit einhergehend tendiert ebenfalls der US-Dollar Index fester. Beides belastet die Aktienseite. Der Kapitalmarkt peilt nun einen Zinsgipfel von 5,3% an vs. 4,75% vor Bekanntgabe der erschreckend soliden Arbeitsmarktdaten. Das für Ende 2023 angepeilte Zinsniveau liegt bei 5,13%. Anfang Februar lagen wir bei 4,23%! Der Traum von Zinssenkungen in diesem Jahr, hat sich ausgeträumt. Nach März und Mai, nehmen Spekulationen zu, dass wir im Juni eine dritte Anhebung sehen werden. Die Debatte wird zu früh geführt! In Anbetracht der erreichten Bewertung des S&P 500, gekoppelt mit kurzfristig eher heißen Inflationsdaten (nächsten Freitag wird der für die FED wichtige PCE Inflations-Index gemeldet), sollte für Gegenwind sorgen. Wichtig ist, dass die Marke von 4000 Punkten gehalten und verteidigt werden kann. Unter diesem Niveau drohen systemische Verkäufe. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/3tUqoRm * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

Marcus Today Pre-Market Podcast – Wednesday 8th February

Play Episode Listen Later Feb 7, 2023 12:38

US stocks rallied overnight in a volatile trading session following comments from Fed Chairman Powell regarding how long the fight to tame inflation may take. The Aussie dollar and Yen both appreciated after interest rate announcements and strong Japanese wage data, causing a decline in the US Dollar Index. US treasuries edged higher, and more than half of the companies listed on the S&P500 have now reported with ~70% beating expectations. Tech giants rallied Google +4.61%, Meta +2.99%, and Microsoft up +4.2% and Bed Bath & Beyond plummeted 45.73% after seeking a $1bn raise to avoid bankruptcy.The Dow Jones was up 266 points (+0.78%). At best it was up 349 points, and at worst it was down 257 points. The NASDAQ rose 1.9%, and the S&P 500 finished up 1.29%. In Europe, Stoxx 50 +0.1%, UK FTSE +0.4%, France's CAC -0.1%, German DAX -0.2%. SPI Futures are up 34 points (+0.46%) this morning as US optimism spills over.Copper prices rose 0.7%, as the pause in the dollar rally and stabilization in global equities pulled prices from a four-week low. Doubt still remains as Chinese demand has failed to increase following the Lunar New Year holiday period. Gold prices rose 0.2%, due to a slight pullback in the dollar and reactions to US Fed Chair Powell's comments. Other metals are mostly up, Zinc +2.85%, Aluminium +0.1%, Nickel +0.7%, Lead +0.7%, and Tin +1.5%. Oil prices jumped overnight WTI up 4.13% and Brent up 3.18%, due to supply shortage concerns and a positive outlook for demand recovery. Ceyhan port in Turkey will be closed until Wednesday after the earthquakes, while Saudi Arabia raised prices for Asian markets, indicating higher demand. Bitcoin up 0.95% overnight.Catch up on all the latest with Henry Jennings on today's Pre-Market Podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Morgan Stanley warnt vor Einbruch | Coinbase und Salesforce unter Druck

Play Episode Listen Later Jan 11, 2023 32:27

► Zur Opening Bell+: https://bit.ly/360kochpc * Ein Podcast - featured by Handelsblatt. Die Futures an der Wall Street tendieren freundlich, mit rückläufigen Renditen bei US-Staatsanleihen und einem unveränderten US-Dollar Index. Vor allem bei den Aktien der Mega-Caps sehen wir Auftrieb vor dem Opening. Da am Donnerstag vor dem Opening die Verbraucherpreise für den Dezember gemeldet werden, könnten wir im Tagesverlauf Gewinnmitnahmen sehen. Die Wall Street rechnet mit einer Inflation von 6,5% im Vergleich zum Vorjahr. Die Kernrate soll bei 5,7% liegen. J.P. Morgan geht davon aus, dass die Erwartungen getroffen werden. Der Optionsmarkt signalisiert, dass der Aktienmarkt eine Reaktion von 2% in die ein oder andere Richtung sehen sollte. Bei Rohstoffen geht es heute Morgen bergauf, inklusive bei Öl und Gold. Das Edelmetall notiert auf dem höchsten Niveau seit letztem Mai. Heute steht außerdem die Auktion 10-jähriger Staatsanleihen an, was den Tagesverlauf der Renditen beeinflussen kann. Die gestrige Auktion der 3-jährigen Staatsanleihen hatte eine solide Nachfrage. Bei den Einzelwerten sorgen Analysten für Gegenwind. Salesforce wird von Bernstein auf Verkaufen abgestuft. Die Bank of America warnt vor dem Einstieg bei Coinbase. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

Morgan Stanley warnt vor Einbruch

Play Episode Listen Later Jan 11, 2023 14:44

Die Futures an der Wall Street tendieren freundlich, mit rückläufigen Renditen bei US-Staatsanleihen und einem unveränderten US-Dollar Index. Vor allem bei den Aktien der Mega-Caps sehen wir Auftrieb vor dem Opening. Da am Donnerstag vor dem Opening die Verbraucherpreise für den Dezember gemeldet werden, könnten wir im Tagesverlauf Gewinnmitnahmen sehen. Die Wall Street rechnet mit einer Inflation von 6,5% im Vergleich zum Vorjahr. Die Kernrate soll bei 5,7% liegen. J.P. Morgan geht davon aus, dass die Erwartungen getroffen werden. Der Optionsmarkt signalisiert, dass der Aktienmarkt eine Reaktion von 2% in die ein oder andere Richtung sehen sollte. Bei Rohstoffen geht es heute Morgen bergauf, inklusive bei Öl und Gold. Das Edelmetall notiert auf dem höchsten Niveau seit letztem Mai. Heute steht außerdem die Auktion 10-jähriger Staatsanleihen an, was den Tagesverlauf der Renditen beeinflussen kann. Die gestrige Auktion der 3-jährigen Staatsanleihen hatte eine solide Nachfrage. Bei den Einzelwerten sorgen Analysten für Gegenwind. Salesforce wird von Bernstein auf Verkaufen abgestuft. Die Bank of America warnt vor dem Einstieg bei Coinbase. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Election is Over, Back to Pro Westling — Nick Santiago 11-9-22 #438

Play Episode Listen Later Nov 9, 2022 9:14

1. There was no red wave sweep. This was something that the market was expecting. Actually, the market was looking forward to gridlock in DC and we shall see if that occurs. 2. The major indexes gapped lower today, but have been bouncing back a bit here so every close will tell me more information. $Meta is laying off 13% of its workforce. One industry group that has caught my eye recently has been semiconductors and that is still holding up well right now. It is also showing relative strength on a daily chart when compared to the NASDAQ Composite and NASDAQ 100. $smh3. Gold has had a good week so far and is holding up well today. The move higher in the precious metal came as the US Dollar Index pulled back. Gold is nearing some daily chart resistance now, so it will need some consolidation before moving higher. Silver is also very strong right now as well, but this could use some consolidation before making the next run higher. Full disclosure: I own SLV4. Bitcoin and most crypto got hammered yesterday on news of a liquidity problem with several leading firms. I thought crypto was supposed to be immune to such events, but that does not seem to be the case. Either way, Bitcoin is now trading around the 17,600 area. As you know, the large time-frames are bearish and indicate a decline down to 12,000.

gold elections dc bitcoin silver nasdaq nasdaq composite us dollar index nick santiago

Keine Angst vor der FED?

Play Episode Listen Later Nov 1, 2022 10:00

Unbestätigte Gerüchte, dass China an Plänen arbeitet von der Covid-Null-Toleranz-Politik graduell abzuweichen, facht eine Rallye bei chinesischen Tech-Aktien an und hebt die Stimmung an der Wall Street. Ein Sprecher des Außenministeriums dementiert und betont, dass ihnen derartige Pläne nicht bekannt seien. Dass die Renditen der US-Staatsanleihen im Vorfeld der morgigen FED-Tagung sinken, einhergehend mit einem schwächeren US-Dollar-Index, hilft dem Aktienmarkt ebenfalls. Zudem sehen wir anhaltend solide Ergebnisse. Pfizer schlägt die Ertragsziele deutlich und hebt die Aussichten für das Gesamtjahr an. Eli Lilly kann die Ertragsziele nur leicht schlagen, und senkt wegen des festen US-Dollar die Aussichten. Uber kann die Umsatz- und Ertragsziele schlagen und sieht einen ähnlichen Trend im vierten Quartal. SoFi meldet überraschend solide Zahlen und hebt die Aussichten an. Simon Property kann die Ziele ebenfalls schlagen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

China-Rallye | US-Renditen und der USD sinken | Solide Ergebnisse

Play Episode Listen Later Nov 1, 2022 20:08

► Zur Opening Bell+: https://bit.ly/360obp * Ein Podcast - featured by Handelsblatt. Unbestätigte Gerüchte, dass China an Plänen arbeitet von der Covid-Null-Toleranz-Politik graduell abzuweichen, facht eine Rallye bei chinesischen Tech-Aktien an und hebt die Stimmung an der Wall Street. Ein Sprecher des Außenministeriums dementiert und betont, dass ihnen derartige Pläne nicht bekannt seien. Dass die Renditen der US-Staatsanleihen im Vorfeld der morgigen FED-Tagung sinken, einhergehend mit einem schwächeren US-Dollar-Index, hilft dem Aktienmarkt ebenfalls. Zudem sehen wir anhaltend solide Ergebnisse. Pfizer schlägt die Ertragsziele deutlich und hebt die Aussichten für das Gesamtjahr an. Eli Lilly kann die Ertragsziele nur leicht schlagen, und senkt wegen des festen US-Dollar die Aussichten. Uber kann die Umsatz- und Ertragsziele schlagen und sieht einen ähnlichen Trend im vierten Quartal. SoFi meldet überraschend solide Zahlen und hebt die Aussichten an. Simon Property kann die Ziele ebenfalls schlagen. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360obp * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

Meta verliert fast ein Viertel ihres Wertes

Play Episode Listen Later Oct 27, 2022 13:35

Der Dow Jones, S&P 500 und Nasdaq gehen erneut getrennte Wege, mit dem Tech-Sektor überschattet durch die schwachen Ergebnisse und Aussichten von Meta. Der Konzern verliert vor dem Handelsstart rund 70 Mrd. an Marktwert. Wie dem auch sei, ist das dortige Problem vor allem auch selbstgemacht. Generell entwickelt sich die Berichtssaison weiterhin besser als befürchtet. McDonald‘s, Merck, Caterpillar, Honeywell, Comcast und ServiceNow tendieren alle nach überraschend besseren Ergebnissen freundlich. Bei Ford und dem Rüstungs-Giganten sehen wir in Folge der Zahlen leichte Verluste. Renditen der US-Staatsanleihen ziehen heute leicht an, und wir sehen ebenfalls eine leichte Erholung beim US-Dollar Index. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Meta kollabiert | Ertragsbild ansonsten solide

Play Episode Listen Later Oct 27, 2022 27:02

#163 - The Fed Is the Worlds Biggest Influencer, Hockey Canada Is In Crisis and Elon Offers His Russian/Ukraine Solution

Grand Theft Life

Play Episode Listen Later Oct 5, 2022 60:56

Listen in podcast app- Steepest drop in home prices since 2009- Elon has the answer to Ukraine/Russia- Canadian Housing Prices- Apples newest FoxCon- BaaS is the new franchise- Mr Beast pays 500k for someone to stand in a circle for 100days- Hockey Canada HAS A HUGE PROBLEMListen on Apple, Spotify, or Google Podcasts.If you aren't in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.

Druck auf die FED wächst

Play Episode Listen Later Oct 4, 2022 13:41

Montag letzter Woche signalisierte die Fed Funds Rate einen Zinsgipfel von 4,85%. Aktuell liegen wir bei 4,35% und damit unter dem von der FED signalisierten Gipfel von 4,6%. Auch an diesem Dienstag sinken die Renditen der US-Staatsanleihen, einhergehend mit einem ebenfalls schwächeren US-Dollar Index. Beide Faktoren sind für den Aktienmarkt entscheidend. So erfreulich die Rallye sein mag, dürfte bei rund 3900 Punkten der Deckel des S&P 500 liegen. Das KGV würde auf dem Niveau etwa 18 erreichen. Mit den Gewinnschätzungen für 2023 auf einem zu hohen Niveau, sollten Anleger nicht zu begeistert der Rallye hinterherlaufen. Die Luft über 3900 ist dünn. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Anleihen liefern wichtige Impulse für den Aktienmarkt

Play Episode Listen Later Oct 4, 2022 22:22

Dubai: Crypto & Coffee at 8:

Blockchain DXB

Play Episode Listen Later Sep 27, 2022 33:52

27th Sep

Feeble Bounce Attempt with Nick Santiago 9-26-22 #427

The Money To The Masses Podcast

Play Episode Listen Later Sep 26, 2022 13:18

1. Every trader and investor is watching to see if the major stock indexes will be defended at the June lows. At this time, the S&P 500 Index has held those lows, but a bounce with light volume will tell us what we need to know. A low volume reversal or defense of the lows will tell us that conviction is really lagging. So far that is what I'm seeing. 2. Apple Inc (AAPL) is one of the key stocks that most market participants are following right now. Obviously, this is a mega cap stock that carries a lot of weight in the S&P 500, the NASDAQ & the Dow Jones Industrial Average. This stock is trading higher today so that is a positive. It is also trading well above its June lows. This tells me that it has relative strength compared to the market. If this stock breaks down then all confidence would likely be lost very quickly. 3. Gold is basically flat today, but it remains in a down-trend. While gold should still have lower to go it is very oversold at the moment and into some support. The strong US Dollar Index is certainly putting pressure on the precious metal. 4. Bitcoin is bouncing a little today trading around 19,200. It is still holding the June lows as well, but ultimately is in a large time-frame down trend and should ultimately trade below the 13,000 level.

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Ep 385 - US dollar index investing, Mini-Budget explained & inflation-proof pay rises

Play Episode Listen Later Sep 25, 2022 39:06

Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. On this week's episode Damien discusses the Mini-Budget and how it is likely to impact your finances in the coming months. Damien then discusses the US dollar and the important role it plays when studying investment markets. Finally, Damien talks about the impact of inflation on your income and how to work out the pay rise you will need to keep pace with it. Check out this week's podcast article on the MTTM website to see the full list of resources from this week's show. Mini Budget 2022: What does it mean for you Principles for Dealing with the Changing World Order by Ray Dalio MTTM Podcast Episode 216 – How to negotiate & what to watch in investment markets MTTM Podcast Episode 362 – Investing for inflation, getting insurance with long-covid & Spring Statement round-up MTTM Podcast Episode 274 – How to increase your wealth and retire early

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Bitcoin $13,500 with Nick Santiago 8-31-22 #420

Play Episode Listen Later Aug 31, 2022 13:13

1.The major indexes are trading mixed this morning. It looks like tech (QQQ) is catching a bid and most everything else is flat. 2. Energy is under pressure and this has been one of the stronger industry groups recently. Crude broke down yesterday and remains around the $90.00 level today. I would not rule out a little more downside for oil in the near term. This looks like a natural correction and really nothing more than that. The fundamental picture is the best that I can remember in a long time. 3. Natural gas is also backing off a little, but the chart remains very strong and in an uptrend. The only problem with natural gas futures in the near term is that it is still overbought on the large time frames. So some more consolidation is likely needed before another move higher. Electric prices in Europe are getting dangerously high. The bills are astronomical.4. Gold remains under pressure here as the US Dollar Index tests the $109.00 level again. Gold is still struggling but it looks poised for a bounce soon.5. Bitcoin is catching a bid today recapturing the 20,000 level. This is still in a big downtrend on the larger time frames, but to its credit it is living to fight another day. As I have said before, I'm expecting a decline down to the 13,500 area soon.

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FED fängt den Aktienmarkt ein

Play Episode Listen Later Aug 22, 2022 20:18

Nervös vor der FED-Rede

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Play Episode Listen Later Aug 22, 2022 11:26

Der Montag beginnt, wo der Freitag endete, also mit einer Fortsetzung der schwachen Kurse. Im Gegensatz zu Anleihen, hat der Aktienmarkt die Warnungen vor einer anhaltend straffen Geldpolitik lange ignoriert. Marktteilnehmer fürchten, dass FED-Chef Jerome Powell in seiner Rede am Freitag versuchen könnte, den Aktienmarkt zu bremsen. Renditen 10-jähriger US-Staatsanleihen notieren bei fast wieder 3%, mit dem US-Dollar Index seit Tagen freundlich. Beides belastet die Wall Street. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

#150 - TikTok Doesn’t Run Culture, Canadian HELOC Rules Change and Oil Collapses

Grand Theft Life

Play Episode Listen Later Jul 6, 2022 55:57

Listen in podcast appIn this week's episode of Reformed Millennials, Joel and Cam talk the cultural relevance of TikTok, Canadian fiscal/monetary tightening and the collapse of commodities.- The everything recession- Canadian Housing Crisis Looms large- Who to blame for oil prices?- TikTok is just a platform. But it’s damn good.- Jokic gets 256mm and why pro players need to take to equity instead of sponsorship cashThe links at the bottom of the newsletter are fantastic this week.It’s a long-term game. Stay the course.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉Hello July.Good riddance to the first half of 2022.It was the worst first half of the year for the S&P since 1970.If we judge by the most constructive charts currently, we can say that the market is pricing a potential recession at some point this year. Look at what is setting up near the 52-week highs list: consumer staples like General Mills (GIS), Dollar General (DG), Post Holdings (POST), Campbel Soup (CPB); auto parts chain Autozone (AZO); online education Stride (LRN); health insurance Humana (HUM); big pharma Merk (MRK) and Eli Lilly (LLY), etc. These are not the type of stocks that lead at the beginning of a sustainable bull run. Biotech is another group showing relative strength over the last few weeks. XBI topped in February of 2021 and it fell 65% in the following 15 months. You have to go all the way to 2000-2002 to see so much destruction in so little time in a sector. The most recent drop overshadows even the Great Recession of 2007-2008. Over the past few weeks, XBI went up above its 20 and 50 dma and successfully bounced off them. It’s a bear market rally but those can be furious.Chinese stocks have been in the doghouse for a long time. The Chinese Tech ETF – KWEB topped in February of 2021 and then it fell 80% in the following 13 months. KWEB seemed to have bottomed in March of 2022 (as of right now) and since then it has made several higher lows, slowly establishing itself above its rising 20 and 50-day moving averages. KWEB is still below its 200-day moving average and the recent push higher can be considered just a bear market rally. And yet, quite a few Chinese ADRs have been acting constructively as of late: breaking out, bouncing off their rising 20-day moving averages.In the meantime, Micron missed earnings and gave a huge cut in guidance bringing down the entire semiconductor index with it. SMH closed at new 52-week lows on Friday – another sign that the market is currently more worried about a recession than inflation and supply chain constraints. The market is not always correct but it’s rarely a good idea to argue with it.MACRO: charts curtesy of all star chartsThe Euro represents almost 60% of the US Dollar Index.So if the Euro is collapsing to new 20-year lows relative to Dollars, that Index is going higher.And this is not a situation where it's just the Euro weakness that's driving things.Both Japanese Yen and British Pounds continue to remain weak.I think it will be very difficult for investors to make money from the long side of stocks or crypto this summer if the US Dollar is breaking out to new highs.A weak Euro breaking down here isn't helping the case for a bottom in stocks.A move lower in Euro would most likely mean a strong leg lower for stocks and crypto.If you're a stock market investor, either in the U.S. or around the world, I think what's happening in the US Dollar needs to be front and center.I say this because during this entire consolidation since 2016, we've seen a very strong negative correlation with stocks.Look at that first Dollar peak in late 2016 - stocks ripped from there. Then look at the next peak in 2020 - stocks ripped from there again.But during this period, when the Dollar wasn't weak, and was strong, like the past year or so, stocks have been under pressure.So I've said it before and I'll say it again. I think we're going to need to see a weak Dollar if we stand to make any sort of real money from the long side this summer.If this is a real breakout in the US Dollar and it's about to make a run towards 120, I don't believe stocks will do well in that environment.Correlations are constantly changing. And this one just might soon. But it hasn't.So we're watching the Dollar here for color on the next direction for stocks.💸Reformed Millennials - Post of The WeekThis article from Untying The Gordian Knot should help those trying to figure out where we are in the economic cycle and when might be a good time to start entering semis.“Dr. Copper has the moniker of the global economy's health as the essential metal used in almost every fixed asset investment (FAI) and manufacturing. It remains vital, although I think Nickel is now equally important in our modern-day lives as it is used in alloying, coatings, and batteries. Iron ore is significant for China's FAI and much more critical than copper in its growth.US Tech sector is 9.3% of the economy and ~ 27-28% of the S&P 500. If one sector is economically essential and broader stock market returns, it is the technology and, more specifically, the Semiconductor sub-sector.Semis has the advantage of having economic data tied to it as well as stocks and indices. What happens in Semis happens in the economy and translates to stock performance almost immediately.”🇨🇦 Important Canadian News From the Week 🇨🇦Canadian HELOC rules set to change.The change will make it so that once the loan's value exceeds 65 per cent of the home, the loan "will operate more like a traditional mortgage where the borrower makes principal and interest payments until the [loan gets back below] 65 per cent," an official told CBC News at a technical briefing.The new rules won't be in force until late 2023, but OSFI says that as things stand now, data from the Bank of Canada suggests there's $200 billion worth of HELOC that is currently outside of that 65 per cent threshold. That's out of $1.8 trillion of total housing debt.🐦 Twitter Thread of The Week 🐦My notes from the thread:Gary Gensler steadfast in opposition to certain policy decisions that Bitcoin enthusiasts have been pushing for. Until the Tether issue is dealt with, Bitcoin exchanges around the world firm up KYC/AML, and the crypto universe submits to regulatory authority, Gensler will never approve a spot Bitcoin ETF🔮Best Links of The Week🔮TikTok is ramping up its ad business, which so far has not been nearly as large as its reach would suggest, but plans to hit $12bn this year. - BloombergWealth vs. Getting Wealthier - by Morgan HouselBill Gurley’s ‘Runnin' Down a Dream’ Presentation - YoutubeIn Defense of Dollar Cost Averaging - Nick MaggiulliRisk Capital and Markets: A Temporary Retreat or Long Term Pull Back? - Musing on Markets (Aswath Damodaran) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.reformedmillennials.com

$5 Gasoline: The Real Culprit Revealed.

Unf*cking The Republic

Play Episode Listen Later Jun 25, 2022 42:43

I know, I know. Didn't we just do this episode? Kinda, sorta. But not to this extent. In our Peak Oil episode we reviewed the history of oil as a commodity, currency and weapon on the world stage. This episode picks up where we left off to drill deeper (pun intended) into the story of crude and how it shows up as $5 gasoline at the pumps. We debunk several myths surrounding high gasoline prices and unequivocally point the finger at who's to blame. Chapters Intro: 00:00:16 Part 1: 00:01:14 Part 2: 00:04:24 Part 3: 00:09:07 Part 4: 00:13:50 Part 5: 00:18:48 Post Show Musings: 00:26:11 Outro: 00:40:24 Resources Investopedia: Understanding the Correlation Between Oil and Currency Econbrowser: Gasoline price calculator EnergyWorld.com: How much for gas? Around the world, pain is felt at the pump EnergyWorld.com: Opinion: White House tries to blame US refiners for its own overheating error U.S Energy Information Administration: World liquid fuels production and consumption balance Statista: Daily demand for crude oil worldwide from 2006 to 2020, with a forecast until 2026* Marathon Petroleum Corporation: Marathon Petroleum Corp. Reports First-Quarter 2022 Results MacroMicro.me: US Dollar Index vs. Oil Price CNBC: China oil demand must remain weak or we will have tough summer, IEA's Birol says The New York Times: Biden Pushes Congress for Three-Month Gas Tax Holiday UNFTR Episode Resources Peak Oil: It's a Crude, Crude World. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts: unftr.com/rate and follow us on Facebook, Twitter and Instagram at @UNFTRpod. Visit us online at unftr.com. Buy yourself some Unf*cking Coffee at shop.unftr.com. Subscribe to Unf*cking The Republic on Substack at unftr.substack.com to get the essays these episode are framed around sent to your inbox every week. Check out the UNFTR Pod Love playlist on Spotify: spoti.fi/3yzIlUP. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility. Unf*cking the Republic is produced by 99 and engineered by Manny Faces Media (mannyfacesmedia.com). Original music is by Tom McGovern (tommcgovern.com). The show is written and hosted by onions and distributed by Shrek. Podcast art description: Image of the US Constitution ripped in the middle revealing white text on a blue background that says, "Unf*cking the Republic." See omnystudio.com/listener for privacy information.

Invesco DB US Dollar Index Bullish Fund (UUP)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jun 9, 2022 7:51

In May the U.S. dollar hit a two decade high, with rising interest rates offering support forward-looking. It reflects the increased risk aversion that investors are having in the current market environment, creating greater strength for the dollar as they move away from riskier assets. When stacked up against foreign currencies, the dollar remains one of the strongest global currencies currently with the euro weakening on Russian oil embargo concerns while the Japanese yen remains at almost two-decade lows. UUP tracks the value of the dollar relative to a basket of six major world currencies: the euro, Japanese yen, British pound, Canadian dollar, Swedish krona, and Swiss franc.

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The Rein Of The US Dollar As Global Currency!

Plan B Success

Play Episode Listen Later Jun 2, 2022 4:09

The last 8 or so decades have seen the US dollar reign supreme as the world's premier reserve currency. Most international trade and transactions, debt management, and in fact 60% of global reserves in 2021 have been in US dollars. Is that coming to an end? Are the dynamics of the world economy shifting? Listen to find out... _________________________________________________________ Rajeev Mudumba's Website: www.rajeevmudumba.com Plan B Success Podcast: Available on your favorite platform including iTunes @ https://apple.co/2JCSysL?ls=1 or www.planbsuccess.live or www.planb.live https://www.planbsuccessschool.thinkific.com - You can be a successful Entrepreneurs and can do a LOT with your very own podcast. Follow Rajeev's FREE training & you'll discover How to ideate, create, launch, monetize and grow your podcast in just a couple of hours! Rajeev's Book - My Inspiration: Quotes that shaped my self-improvement journey - Available on Amazon Worldwide on your local Amazon site or @https://amzn.to/2JG1DRL Plan B Success YouTube Channel: http://bit.ly/2YegieF Medium Articles: https://rajeevmudumba.medium.com LinkedIn: https://www.linkedin.com/in/rajeevmud... Facebook Plan B Success Page: https://www.facebook.com/planbsuccess... Facebook My Inspiration Book Page: https://www.facebook.com/myinspiratio... Instagram: @hifromraj1

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Rollercoaster Friday and Optionx-ex with Nick Santiago #393

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later May 23, 2022 7:00

1. Options expiration Friday was one big roller-coaster trading session. By the closing bell stock had reversed a sell-off to new highs and actually finished flat on the day. Today, the markets are seeing some follow through buying to start the day. Either way, nobody is really trusting any rally at this stage of the game. Traders must be very selective on both the long and short side atthis time. 2. Geopolitical events are still front and center. Over the weekend, President Biden said that the US would defend Taiwan militarily, While the markets do not seem phased at the moment the US still has a lot of manufacturing coming out of China. This could come back to bite the United States. 3. Gold is catching a bid today as the US Dollar Index pulls back. So far, the 1785 gold futures support level has been a decent bottom. 4. Bitcoin is also trading higher today recapturing the psychological 30,000 level. While there is nothing great for bitcoin right now it lives to trade another day.

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2 contrarian predictions (and the stocks to play them)

Play Episode Listen Later May 15, 2022 10:37

The first half of 2022 has been marked by a surge in safe-haven buying (namely, bonds and the US Dollar Index) at the expense of growth stocks. If you need any proof of how far that part of the market has fallen, just consider that EML Payments (ASX: EML) is down more than 50% this year, while Zip (ASX: ZIP) is down more than 77%... So far. It doesn't help that the Reserve Bank of Australia raised the cash rate for the first time in 10 years earlier this month - and has flagged more hikes will be needed if it wants to bring inflation back into its target band. The Federal Reserve is also facing the same quandary - and all in all, that's making investors nervous. So is now the time to dip your toe in and buy quality stocks at bargain prices? Or could there be more pain at the trading desk if you decide instead to follow the crowd to cyclicals? We examine those themes and more in this thematic episode of Buy Hold Sell. Livewire's Ally Selby was joined by TMS Capital's Ben Clark and Tribeca Investment Partners' Jun Bei Liu to discuss two contrarian calls for the remainder of 2022 and the stocks they are buying to play them. Note: This episode of Buy Hold Sell was shot on Wednesday 11th May 2022. You can read an edited transcript below: https://www.livewiremarkets.com/wires/2-contrarian-predictions-and-the-stocks-to-play-them/

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Where's the Plunge Protection Team When You Need Them with Nick Santiago 5-9-22 #388

Play Episode Listen Later May 9, 2022 10:17

1. The stock market is under pressure again this morning. The S&P 500 is now testing its 100-week moving average and the psychological 4000 level is in sight. This is a very oversold market right now with a lot of bearish sentiment, but that doesn't seem to matter right now. If there is one word of advice. markets do not fall in a straight line. There will be bounces. At this time, inflation in food and energy is hurting the US consumer. Plus, if you add in the endless geopolitical events it is really weighing on the markets. 2. Gold is under pressure again today. This dip comes as yields on the 10-year note reached 3.2%0. The US Dollar Index is also at 4 year highs. The next major support level for gold futures is around 1790. Silver may test $250.3. Bitcoin is also falling today. We warned a couple of weeks ago that it was hanging on by a shoestring and if it traded sideways a little more it would form a bearish pattern. Well, that is exactly what happened. Bitcoin has daily chart support at 30,000 and then around the 27,000 level.

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Will April Market Showers Bring May Market Flowers — Nick Santiago 4-27-22 #385