Latest Insights on WEAT
Long Live the Trade War – New Tariffs Fuel Market Uncertainty July 2, 2019 Great Stuff Did you enjoy yesterday’s break from the trade war? It was fun for a day, wasn’t it? Semiconductors rallied. Oil stocks gained ground. The market hit all-time highs. For a brief moment, we were able to shrug off global uncertainties and bask in the remnants of the bull market. Today, that illusion of certainty is […]
The Odd Couple: Trump and Xi June 24, 2019 Great Stuff Are you watching this year’s hottest sitcom, Trading Tariffs? If not, you’re missing out big time. U.S. President Donald Trump and Chinese President Xi Jinping have an on-screen chemistry not seen since the golden age of American TV. Remember Moonlighting? Remington Steele? The Odd Couple? Amateurs. They’re nothing compared to this season of Trading Tariffs. Trump and Jinping shine so […]
The Clash Over Interest Rates June 17, 2019 Great Stuff Jerome, you’ve got to let me know. Should I stay or should I go? The Federal Open Market Committee is meeting this week to decide the fate of U.S. monetary policy. In other words, the Fed is looking at interest rates. Federal Reserve Chairman Jerome Powell will hand down the central bank’s decision on Wednesday […]
When Rates Rise, It’s Time to Bounce on Banks June 11, 2019 Great Stuff In the day, we sweat it out on Wall Street, in a runaway bull-market dream. At night, President Trump tweets about mansions of glory and interest-rate-cutting machines. In his latest series of tweets, Trump is stepping out over the line. “The Fed interest rate is way too high, added to ridiculous quantitative tightening. They don’t […]
The Fed Is Now Dovish — Why the Markets Haven’t Really Changed June 7, 2019 Stocks, U.S. Economy, Winning Investor Daily The market tells the Fed what it should be doing, not vice versa. That’s how it maintained transparency after the global financial crisis.