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On The Road Again Just like Willie Nelson, this week HAI is on the road again. Amid cross-country travel, this week’s commentary will be brief and to the point. The latest update of the Conference Board’s Leading Economic Index (LEI), out this week, moved even further into what are already deeply recessionary levels of contraction […]
[Reuters] Wall St Week Ahead Less cash, fewer bears could leave U.S. stocks vulnerable [Reuters] US bank credit contracts, loans drop in latest week: Fed data [AP] Hurricane Hilary threatens ‘catastrophic and life-threatening’ flooding in Mexico and California [AP] Emerging economies are pushing to end the dollar’s dominance. But what’s the alternative? [Reuters] Seven killed, […]
China’s Bubble deflation has entered the acceleration phase. Going forward, Crisis Dynamics will be increasingly unpredictable and difficult to control. August 17 – Bloomberg: “Only a week ago, Zhongzhi Enterprise Group Co. attracted little notice within China and was almost unheard of everywhere else. Now, the secretive shadow banking giant has become the latest symbol […]
[Yahoo/Bloomberg] Global Stocks Heading for Worst Week Since March: Markets Wrap [Yahoo/Bloomberg] China Gloom Fuels One of Worst Weeks of Year in Global Credit [Yahoo/Bloomberg] China Targets Yuan Bears With Most Forceful Fixing Guidance Ever [Yahoo/Bloomberg] Oil Heads for Weekly Loss as China Concerns and Rate Angst Flare [Reuters] Bitcoin drops to new two-month low […]
Where do the markets go from here? With high inflation, bank system instability, and lackluster performance from the equities, are we on the verge of the next major move in the precious metals sector? This week we cover the price movements of gold, silver, platinum, and the US dollar. Thanks for listening.
[Yahoo/Bloomberg] Stocks Mixed as Treasury Yields Near 2007 Peak: Markets Wrap [Reuters] U.S. 10-year Treasury yield hits highest since October [Yahoo/Bloomberg] Global Yields March to 15-Year Highs as Rate-Hike Worries Build [Yahoo/Bloomberg] China Escalates Battle Against Yuan Bears With Fixing Guidance [Yahoo/Bloomberg] Hong Kong Stocks on Edge of Bear Market as Contagion Fears Mount [Yahoo/Bloomberg] […]
[Yahoo/Bloomberg] Stocks Waver Before Fed Minutes; Pound Climbs: Markets Wrap [Reuters] Yield gap between China and US widens to highest since 2007 after surprise rate cut [Yahoo/Bloomberg] Oil Steady as China Concerns Jostle With Tightening Inventories [Reuters] Fed meeting minutes could hint at end of rate hikes [Reuters] Higher-for-longer rates regime pressures US recession trades […]
Why Risk Stocks When Treasury Bills Are Paying So Much? Read The Latest Hard Asset Insights – Click Here American Stocks Most Expensive In Years August 16, 2023 So if you want to make a case for a strong US economy, that’s fine, but that does not necessarily mean that earnings are going to […]
