Global Markets

Trump, Federal Reserve Weigh On 2017 Market Outlook

The end of 2016 was interesting to say the least for investors. The Federal Reserve finally raised rates by a sliver and the markets trended higher. This all occurred while pundits scrambled to interpret how a Donald Trump win will affect their 2017 market outlook for investors. For the month, the…

Chinese Retail Sales Closing The Gap With US

China Gets Competitive With US Retail Sales For the past several months we’ve seen a lot of headlines questioning growth in China. While those may hold merit, we can rest assured that their growth in retail has been very strong. I shared this on my blog the other day, but wanted…

Netflix (NFLX) Make Big Push To Be “Mobile Friendly”

Netflix Inc (NASDAQ:NFLX) has made a powerful move to become mobile friendly, and the impetus is larger than you might have imagined. The Storyline Netflix is going after the fastest growing part of technology in the world that is mobile video, and it’s doing it aggressively. First, we start with…

Market Gurus: Warren Buffett, Martin Pring, And Bryan Rich

There are lots of ideas out there on what to trade. The trick is synthesizing news-you-can use from the noise. Choosing ideas from market gurus or investing veterans doesn’t make it a sure thing. But listening to ol’ timers…well, there is so much to be learned from experience. And I…

Emerging Markets Sovereign Debt (PCY) On The Ropes

Folks, some followers requested that I take a look at the Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY).  Honestly, I hadn’t looked at this particular ETF before. But my initial thoughts are: wow, that was a perfect sell pattern setup. As I’ve said before, some patterns work, while some don’t –…

Global Market Review & Economic Update – October 2016

October was a mildly interesting month, as both bonds and stocks sold off moderately. Usually these asset classes move in opposite directions.  The S&P 500 (INDEXSP:.INX) “total” return for October was -1.82%. Wall Street showed its hand, as stocks sold off on news of the FBI investigation of Clinton’s emails,…

China PMI Surprises To The Upside As Base Metals Breakout

The October official manufacturing PMI for China rose +0.8pts to 51.2, a 2 year high.  The Markit/Caxin manufacturing PMI also rose to 51.2. The key driver of the gains in the official China PMI were a lift in (domestic) new orders, input prices, and production. This was a classic case…

U.S. Corn Weekly Outlook: Few Surprises In October WASDE Report

There were very few surprises in the USDA’s October WASDE report, which was released on Wednesday (10/12). As far as notable supply-side changes to the 2016/17 U.S. corn balance sheet, the USDA did lower the national corn yield 1 bushel per acre versus September to 173.4 bpa. This was essentially…

Global Financial Market Fund Flows Point To Rotation

September was a relatively quiet month across global financial markets, as investors returned from summer vacation to mixed economic news.  The economy is likely recovering enough to eventually warrant an interest rate hike. The worry is what happens to credit and equity markets as they adjust to higher interest rates,…