March 27th, 2020, 5:01 PM
We won't know until March 31 when he purchasing managers' indexes for China are released but it looks like China will see its first quarterly contraction of its economy in decades and the weakest year since 1976. The problem is that just as Chinese factories are going back into production after the country's coronavirus shutdown, […]
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December 18th, 2019, 4:51 PM
I don't know whether you've been able to hear it over all the other market noise--All the shouting on Brexit, for example--but there is a distinct and increasingly loud call from Wall Street that 2020 is the year to get back into emerging market assets. I don't happen to agree with a lot of the […]
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December 8th, 2019, 4:49 PM
... central bank week. The Federal Reserve announces changes to U.S. benchmark interest rates on Wednesday, December 11. The central bank is expected to keep rates at current levels. The European Central Bank meets a day later, on Thursday, December 12. It too is expected to leave interest rates and the terms of its current […]
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September 6th, 2019, 4:48 PM
With China's economy expected to slow further in September after poor results in July and August, the People's Bank of China cut the amount of cash that banks must hold as reserves to the lowest level since 2007. The required reserve ratio for all banks will be lowered by 0.5 percentage points as of September […]
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August 30th, 2019, 2:05 PM
As I wrote in my August 26 post "Risk and uncertainty soared on Friday--and not for the reasons you might first think" I think that Friday's retaliatory tariffs from China and then the Trump administration's retaliation to the retaliation--plus rhetoric from President Donald Trump that asked if former good friend Xi Jinping was as big […]
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December 26th, 2018, 4:59 PM
Now that the Federal Reserve has decided to slow the pace of its interest rate increases in 2019--perhaps ultimately all the way to one or none--I think it's time to up the utilities exposure in my Perfect 5 ETF Portfolio. Especially since in this market I'm looking for safety. So today I'm increasing the allocation […]
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December 2nd, 2018, 10:22 PM
Just about everything was up in the overnight market. Asian stocks climbed. So did the Australia dollar and the Chinese yuan. And, importantly for U.S. investors, the S&P 500 index futures gained 1.5% in overnight trading. Emerging market currencies were all strong with those of South Africa, Turkey, and Mexico all gaining.
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December 2nd, 2018, 2:47 PM
The results are good enough. At their dinner meeting at the Group of 20 meeting in Buenos Aires U.S. President Donald Trump and Chinese President Xi Jinping made enough progress to take more of the risk of a U.S.-China trade war out of global financial markets. I think this clears the way for a continuation […]
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November 13th, 2018, 1:55 PM
It's certainly a long way from here to an agreement on trade between the United States and China, but news that the two sides are talking again has boosted stocks in New York. After all, there can't be any agreement if the two sides aren't talking and without some kind of preparatory work there's no […]
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