Continuing the month-end wrap-up theme from our Markets section we want to cover recent shifts in bitcoin fundamentals. Even if you have never/will never own a crypto currency, there are…
Day: July 30, 2019
CNBC: "Halfway through earnings season, it looks like we are going to dodge the feared profit recession"
Excerpt from CNBC quoting DataTrek Research: …. ” What makes it easier for the bulls to stay bullish are the direction of interest rates. The markets are becoming more dependent…
CNBC: "Multinational companies are getting clobbered by Trump’s tariffs"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “Tariffs along with Federal Reserve interest rate policy are “fulcrum issues for those lofty 2020 Street earnings expectations,” Nick Colas, co-founder of DataTrek Research,…
Bloomberg: "Stock Bulls Need a Dovish Fed More Than Ever"
Excerpts from Bloomberg Opinion quoting DataTrek’s Nick Colas: …. “In a declining interest rate environment, flat earnings are good enough to keep stocks moving higher,” DataTrek Research co-founder Nicholas Colas…
Irish Times: "Recession warnings are growing louder"
Excerpt from the Irish Times quoting DataTrek Research: …. “Researchers at the Federal Reserve, too, are cautious. According to the New York Federal Reserve’s recession probability index, there is a 33…
When Market Volatility Will Return
“It sure is quiet out there… too quiet.” This Airplane! quote increasingly comes to mind when thinking about the capital markets these days. There’s been virtually no volatility for well over a month…