Wall Street and the Low Volume Syndrome
Whenever we have a good week at Wall Street, volumes appear to be too low, can we really expect the S&P 500 to keep on growing like that ? Do not even think of a…
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US: Democrats Lose The Senate, What Will Wall Street Do ?
Republicans now have the control of both the House and the Senate: the US Congress is now officially against Barack Obama, how will Wall Street react ? To understand how bad things are for Obama…
The Oil Disaster Is Not Over Yet
Oil prices reached a 3-year low at 76-77 $ following the cut in prices for the US carried out by Saudi Aramco: when will the nightmare end ? While somebody may think that, all in…
What Will Happen To Junk Bonds ?
The big sell-off we have seen in the high-yield bond market is not as extraordinary as the media are saying: do you remember what happened in 2004 ? After the burst of the dot-com bubble…
US: What Does “Monetary Policy Normalization” Really Mean ?
It’s not easy to understand what does Janet Yellen (and the other members of the FOMC) think of when she talks about “normalization”, how much can rates move upwards ? Now that’s a one billion…
European Inflation Expectations Have Never Been This Low
Where will inflation be in 5 years ? The market has a very clear answer to that question: it will be too low compared to what ECB wants (original publishing date: 10/13/14) This chart shows…
The Correction Is Hitting Global Stock Markets
It’s not just the US, stocks seem to be falling everywhere: are we getting ready for the “perfect storm” ? The endless nightmare of Eurozone and the end of QE in the US are just…
US: Is The “Secular Stagnation” Over ?
People at Deutsche Bank seem to be sure: the so-called “secular stagnation” is now over for the US, it would be a shame if something bad suddenly happened to the economy (as it always does,…
US: Inflation Expectations Are Falling
This is weird, while the Federal Reserve inflation target is now at hand, it looks like the market is really not seeing the 2% inflation as something that will really happen Keep in mind that,…
Finance Does Not Create Bubbles, People Do
As Zerohedge points out, if somebody arrived on our planet from Mars there would be one single easy way to explain him the main difference between a typical American family and a Chinese one, and,…