Clean and Green Not a Utopian Dream
Ticker Tape by TradingView COP 26 has ended. The conference has received mixed reviews with some of the member countries leading the pack in climate change. In contrast, others have been left floundering behind. The media has been awash with reports of rising annual CO2 emissions, the rising land/sea temperature anomaly and rising sea levels. […]
Overheating Everywhere!
Ticker Tape by TradingView The world’s economies are maintaining a dovish monetary stance, possibly anticipating a decrease in inflation. The RBA will continue its bond purchases, maintaining its current interest rates, possibly until 2024. The ECB dismissed the idea of hiking rates in the coming next year. The Bank of England kept rates steady despite hinting for […]
Hyperinflation: Fact or Fiction?
Ticker Tape by TradingView Jack Dorsey tweeted hyperinflation jitters as mainstream investors are thinking twice about drinking the “transitory” kool-aid. Corporate earnings dominated this week, and they will continue to do so in the weeks ahead. The good news is that over 80% of all US companies reporting thus far have hit the ball out of the […]
Flipping the Script on Inflation
Ticker Tape by TradingView The narrative just changed, but so too did the mise en scene (twice!) Inflation—runaway from its “transitory” narrative: It looks like inflation is running hotter and longer than most experts anticipated, especially in the US. The supply problem shows very few signs of fading. And price increases are intensifying. It’s an “everybody” problem: People across […]
The Greening (and Greenwashing) of Finance
Ticker Tape by TradingView Climate-change stress is going green as more companies are beginning to assess the financial impact of climate change. Temperature check: The big concern is that climate change can affect the global economy in an unprecedented way. Regardless of what camp you occupy—whether you’re for or against the climate-change movement—chances are you’ve seen the “underwater” images of […]
The Myth of the October Effect
September fulfilled its seasonally negative expectations, but what are we to expect in October? September tends to be bad for stocks, but October fears may be blown out of proportion. Ticker Tape by TradingView Investors expecting the worst of the seasonally-dismal September pretty much got what they were anticipating, at least in the US markets. […]
Signs of Life and Monetary Erosion
There are signs that the economic recovery is underway, but a few caveats and warnings come with that. Ticker Tape by TradingView Manufacturing tells us the economy is recovering from Delta, but… Last week brought us a slew of data indicating that economic recovery may indeed be underway. The Institute for Supply Management’s Manufacturing PMI index is […]
Default Threats on an Ever-Grand Scale
Evergrande’s $305 billion default threat slammed the market until investors quickly forgot about it. Evergrande’s debt load of $305 billion is only half the size of now-defunct Lehman Brothers. However, its default would still be one of the largest in history. Yet, the market jitters it caused in the middle of last week was still […]
The Irony of Being a Monetary Rebel
Crypto goes from fringe to cringe as regulators rein in the radical asset class. There’s an irony in the world of crypto assets. If you remember, Bitcoin – the first crypto – was invented as a direct and competitive response to the forces of “centralized oppression” that, presumably, regulators, governments, central banks, and especially fiat […]
No Wall of Worry: A Worrying Prospect
Goldman Sachs and Morgan Stanley release bearish notes on the Delta variant and slowing economic growth; MS warns of a 10% to 15% pullback in the coming months. It used to be the case that the infamous Wall of Worry was nothing to worry about. Ticker Tape by TradingView The prolonged absence of a substantially […]
