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[Bloomberg] Asia Stocks Set for Gains as Profit Season Starts: Markets Wrap [Bloomberg] A Foreign Threat to U.S. Treasuries That Dwarfs Fed’s Debt Hoard [Reuters] G7 foreign ministers seek U.S. clarity over Syria [WSJ] Record Bond Issuance Shows Many Investors Still Doubt Economic Growth [WSJ] Nothing to Fear, But the Lack of Fear in Markets […]
[CNBC] The Fed’s new frontier: What happens, why it matters and what could go wrong [Reuters] Chinese state media cheer Xi-Trump meeting, say confrontation not inevitable [Spiegel] The World at a Crossroads in Syria [WSJ] U.S. Strike in Syria Raises Tensions With Iran [FT] US and Russia clash over Trump’s strike on Syria
For the Week: The S&P500 slipped 0.3% (up 5.2% y-t-d), while the Dow was about unchanged (up 4.5%). The Utilities added 0.3% (up 5.3%). The Banks fell 1.2% (down 1.0%), and the Broker/Dealers dropped 2.4% (up 2.7%). The Transports were little changed (up 0.7%). The S&P 400 Midcaps declined 0.8% (up 2.8%), and the small […]
The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “On today’s show, optimism is at high levels, in fact, levels that have only been matched by the pre-crash years of 2000 and 2007. Are there consequences this time?” – Kevin Orrick “Do you get the same market reaction twice? Do you get the same […]
[Bloomberg] Stocks Mixed, Bonds Pare Drop as Jobs Hit Fades: Markets Wrap [Bloomberg] Gold Rises to Five-Month High as Jobs Fizzle Adds to Demand [Bloomberg] Gary Cohn Says White House Will Push ‘One Cohesive’ Tax Plan [Reuters] Fed might avoid simultaneous rate hike, bond runoff: Dudley [Bloomberg] New York Fed’s Dudley Supports Reconsidering Key Banking […]
This week we review how the conflict in North Korea could have major impacts on the Asian markets which in turn will move the metals markets. Richmond Fed President Jeffry Lacker resigns suddenly after admitting to leaking insider information. Steve Bannon is removed from the National Security Committee & Donald Trump meets with China’s Xi […]
[Bloomberg] Stocks Pare Drop, Dollar Rises as Fed Effect Dims: Markets Wrap [Bloomberg] U.S. Jobless Claims Decline to a Five-Week Low of 234,000 [Bloomberg] Cohn Backs Wall Street Split of Lending, Investment Banks [Reuters] Fed and Trump signals give stocks double trouble [Bloomberg] Fed’s Williams Sees Balance-Sheet Shrinking Taking Five Years [Bloomberg] Stock Vulnerability […]
About this week’s show: Bullish sentiment hits highest level on March 1st…So did the stock market The repeating and painful errors of optimism TESLA market cap exceeds FORD & has yet to turn a profit Listen here: Conference call with Doug Noland The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “On today’s show, […]
