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Posts in the Category: Market Sentiment

BK: Economic Growth Stagnated In January

By - - Market Sentiment on February 23, 2017 12:44 PM 0 Follow-Ups
Rusty padlock and chain on gates of closed automobile plant

Yep, that’s right – despite record high stock prices and reports that the economy is accelerating the truth is the economy stagnated in January. The latest release of the Chicago Fed National Activity Index (CFNAI) indicated a decline in economic activity led by industrial production. The 3-month moving average of the CFNAI was -0.3, down […]

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BK: Passive Investors are Nihilists Man

By - - Market Sentiment on February 17, 2017 3:11 PM 0 Follow-Ups
the_nihilist

Passive investors don’t care about President Trump. This is the only conclusion that BK can draw after watching the US equity market shrug off a disturbing, albeit entertaining press conference yesterday. BK was confounded by how “the market” could still think that President Trump will get any of his agenda off the ground with the […]

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BK: What if the Yuan Strengthens

By - - Market Sentiment on February 14, 2017 2:16 PM 0 Follow-Ups
ed-au746_davidl_g_20160218111022

What If the Yuan Strengthens? Everyone and his brother and his brother’s cousin’s hairdresser – are expecting the Chinese currency to weaken. But what if it doesn’t? There are three reason’s why it is in China’s best interest to have a strong currency: 1.) Capital Flows 2.) Inflation 3.) Trump The outflow of capital has […]

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