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Country Garden now paying 118% on its debt Equities spike up in dangerous bear market rally When does the shoe drop on the real estate market? Xi Whiz – China’s Getting Scary November 2, 2022 “It is important to look at the enthusiasm in the U.S. markets and realize the fragility that we have on […]
[Yahoo/Bloomberg] Stocks Rally on China Reopening Bets; Dollar Falls: Markets Wrap [Yahoo/Bloomberg] China Markets Rally After Unconfirmed Social Posts on Reopening [Reuters] Japan’s stealth yen intervention aims for maximum impact – finance minister [Reuters] China property slump persists in October with falling prices, sales as COVID bites [Reuters] China’s Oct factory activity shrinks as COVID […]
It may have occurred to you that despite the highest price inflation rate in 40 years, Americans continue to eat out, engage in recreational activities, and generally live life as they have previously. Sure, there has been some belt tightening, some activities and purchases have been foregone, and store shelves often look forebodingly bare, but […]
Volker or Burns? On the eve of another crucial Federal Reserve FOMC meeting next Wednesday, expectations are a near lock that amid the Fed’s ongoing rate hike barrage, a fourth straight 75-basis point jumbo hike is incoming. Market uncertainty swirls around the ultimate terminal rate of the hiking cycle and the exact size of subsequent […]
[Yahoo/Bloomberg] Stocks Fall Before Earnings, Central Bank Moves: Markets Wrap [Reuters] Dollar, bond yields rise ahead of pivotal rate hikes [Reuters] Brazilian Assets Slump as Traders Wait for Lula’s Cabinet Picks [Yahoo/Bloomberg] China Stocks Extend Post-Congress Rout Amid Lockdowns [Yahoo/Bloomberg] China Builders Slide to Record Lows as a Top Chairwoman Resigns [Yahoo/Bloomberg] Wheat Surges Even […]
[Reuters] Polarized Brazil votes in tense Bolsonaro vs Lula presidential runoff [AP] Brazil’s polarizing Bolsonaro-Lula contest goes to voters [Reuters] Egypt’s pound sinks further against dollar after flexibility pledge [Reuters] Russia’s war on Ukraine latest news: Moscow pulls out of grain deal [Yahoo/Bloomberg] Ukraine Latest: Russia Says Drone May Have Come From Grain Ship [AP] […]
Tactical Short Strategy Conference Call – October 27, 2022 MWM · MWM Tactical Short Q3 2022 Call Disclaimer: Advisory services are offered by McAlvany Wealth Management, an investment adviser registered with the U.S. Securities and Exchange Commission. The comments made in this audio recording discuss economic and market trends and are not intended as advice […]
The S&P500 jumped 4.0% this week, boosting the index’s two-week rally to 8.9%. The small caps rose 6.0% (two-week gain 9.8%), with the average stock (Value Line Arithmetic) up 5.4% (two-week gain 9.6%). Ten-year Treasury yields dropped 20 bps to 4.02%, while benchmark MBS yields sank 27 bps (5.74%). High-yield CDS fell 42 bps (two-week […]
