Trading NRG
Stocks rises are mostly Fed-fueled but this is not QE –MM #189
Wed, 19 Feb 2020 11:10:38 +0000
Stocks continue rising and ignoring depressing news. The Federal Reserve is the primary driver. We explain what the Fed is doing, why it is not QE and what’s next for stocks. A quick history for Fed action: The Federal Reserve…
Is Europe dragging the global economy down? A virtual tour of the world — MM #188
Tue, 14 Jan 2020 09:08:39 +0000
After a hiatus, Lior Cohen and Yohay Elam return with a virtual tour around the world, kicking off in Germany and encompassing the globe. What’s next for Europe, the US, and the central bank policy? Germany in manufacturing recession: The…
Powell Maintains A Dovish Stance, As The Fed Remains In The Sidelines
Fri, 13 Dec 2019 15:55:10 +0000
Unlike last year’s contentious FOMC meeting in December, this year’s rate decision was uneventful, as the Federal Reserve kept rates, as markets expected, unchanged. Looking forward, the Fed’s dot plot points towards no change in interest rates in 2020 and…
The Donald Vs. Powell – When the Federal Reserve Is Politicized, Markets Worry
Fri, 02 Aug 2019 09:21:06 +0000
The Federal Reserve, as expected, lowered interest rates by 25bp to a range of 2% to 2.25%. One thing is emerging from Jay Powell, Fed’s Chair, and his way of conducting monetary policy – he doesn’t like to surprise the…
The Fed Keeps The Market Hoping For a Rate Cut That Might Not Arrive Soon
Thu, 20 Jun 2019 16:35:05 +0000
The Federal Reserve recent monetary policy meeting ended, as expected, with no rate cuts, but it moved a bit towards considering lowering rates. Despite the dovish rhetoric from Chair Jerome Powell, the Fed’s signal to lower rates in the dot…
Will The Yield Curve Inversion Predict The Next Recession?
Tue, 18 Jun 2019 19:33:27 +0000
The inversion of the yield curve has raised concerns in the media over the possibility of a recession in the next 12 to 18 months. Considering the inversion has been a reliable indicator during the past 40 years, it could…
Vox’s Ascension In Spain Is Mainly about Immigration
Tue, 30 Apr 2019 09:08:46 +0000
The recent election in Spain (April 28) ended with three significant changes: The Socialist party (PSOE) was able to receive 122 seats (out of 350) – the most in 11 years. It won’t be enough for Pedro Sánchez to form…
How Bad is the Global Slowdown? Examining the Three Main Economies — MM #187
Sun, 21 Apr 2019 00:05:31 +0000
Everybody is talking about the global slowdown. Central banks all over the world have responded, but also governments need to do something. Are they doing enough? You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. US:  The…
Are Markets too Optimistic on the Fed, China, and Brexit? — MM #186
Thu, 07 Feb 2019 10:50:52 +0000
After a dark December, markets have become calm and optimistic about everything. Is this positive sentiment justified? We examine the three key topics: the Fed, Brexit, and China’s economy.  Fed: Markets have discounted a rate hike this year and even…
Do Low Oil Prices Have a Net Gain or a Net Loss Effect on the U.S. Economy?
Sat, 19 Jan 2019 20:04:59 +0000
The short answer – it’s a wash, but it’s also complicated. This question has become more critical as the U.S. economy has been expanding its oil production in a couple of years. Currently, the U.S. produces more than 11.5 million…
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