This was an interesting week in FX markets. And that’s probably an understatement. Equally interesting is the breakdown of FX positions from the latest CFTC data, out Friday and current, as usual, t...
A journalist’s question during Mario Draghi’s ECB post-meeting press conference: “…There was a sharp reaction from financial markets to your Sintra speech. You must have looke...
Friday on Mish’s Market Minute Daily Facebook page, I introduced the second Modern Family cartoon character, Grandma Retail. As the megatrend of online shopping increases exponentially, brick and mo...
The good news is: All of the major indices closed at all-time highs last Wednesday or Thursday. The Negatives New highs continued their failure to confirm the index highs. The first chart covers the p...
The second-quarter reporting cycle has begun and 54 S&P 500 members, representing 16.9% of the index’s total market capitalization, have already reported their results. Per the latest Earnings ...
Fundamental Forecast for GBP: Bearish GBP/USD Below 1.3000 As Talks End with Little Progress. GBP/USD Technical Analysis: Back to 1.3000, Now What? As we came into this week, there were very legitima...
As a follow-up to our article on New Residential at the beginning of this week, this article takes a deep dive into a variety of big risks as well as reasons to be optimistic (and we’re not on...
One factor utilized in uncovering potential investment opportunities is to evaluate companies and sectors that are projected to generate strong earnings and cash flow growth over the course of the nex...
Keeping a ‘bid’ under the market is what traders are now focusing on; as expiration is out of the way and nobody knows how to weigh prospects for a healthcare bill being passed by the Se...
The clear and present danger headed into this week was Mario Draghi and the extent to which he would get it “wrong” with the messaging and “inadvertently” catalyze a continuation of the rates ...