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[Yahoo/Bloomberg] Stocks Slide, Bonds Rise After Jobs Data: Markets Wrap [Yahoo/Bloomberg] Traders Dump TSMC, Samsung in Worst Day in Asia Tech Since March [Reuters] Oil and stocks fall as markets still rattled by Fed minutes [Reuters] Most Asian currencies weaken, Thai baht falls most [[CNBC] U.S. weekly jobless claims jump back above 1 million [Reuters] […]

[Reuters] Shares gain as Wall Street record outweighs jitters over growth [Reuters] Dollar struggles near 27-month lows as Fed minutes eyed [Reuters] Oil slips as demand worries outweigh U.S. stocks draw [Reuters] U.S. official sees ‘real desire’ for smaller coronavirus relief bill [Reuters] No new U.S.-China talks scheduled: White House chief of staff [CNBC] Weekly […]

Inflation pressures mounting or can we just print forever? The future conflict with China Politics: If the “Blue Zone Wins,” does the “Red Zone Comply,”? Neil Howe is the Managing Director of Demography at Hedgeye. President of LifeCourse Associates. Author of The Fourth Turning, Generations, and Millennials Rising. The McAlvany Weekly Commentary with David […]

[Yahoo/Bloomberg] U.S. Stocks Climb on Housing Data; Dollar Slips: Markets Wrap [Reuters] Gold climbs back above $2,000/oz level as dollar slides [Reuters] Dollar touches more than 2-year low as traders push euro longs to record high [Reuters] Europe stocks get travel boost, dollar slides on stimulus concern [Yahoo/Bloomberg] U.S. Housing Starts Surge by Most Since […]

[Yahoo/Bloomberg] U.S. Stocks Rise With Europe Stocks; Metals Climb: Markets Wrap [Reuters] Europe stuck on the ground as China markets jump [Reuters] Dollar on defensive as markets eye U.S. politics, Fed minutes [CNBC] Pelosi to call House back into session to vote on USPS bill [CNBC] Homebuilder sentiment jumps to record high, but soaring lumber […]

Here’s the news of the week – and how we see it here at McAlvany Wealth Management: The Once and Future Shakeup in Oil and Gas Although there are stocks and entire sectors making new highs in this somewhat surreal market environment, one area that has not recovered quickly is the oil and gas sector. […]

[Reuters] Wall Street Week Ahead: Biden victory? Disputed election? Wall Street prices in November outcomes [CNBC] ‘It’s nerve-racking’ — Millions of Americans are still furloughed and unsure when they will return to work [Reuters] Exclusive: China ramps up U.S. oil purchases ahead of trade deal review – sources [Reuters] Taiwan’s China-friendly opposition routed in mayoral […]
A “sloppy” auction saw 30-year Treasury yields surge 21 bps this week to 1.45%, an almost seven-week closing high. Ten-year Treasury yields jumped 14 bps to 0.71%, while benchmark MBS yields rose 17 bps to 1.38%. But how about in dollars? The iShares 20+ Year Treasury Bond ETF (TLT) lost 3.9% for the week. Is […]