Rate Race to the Top
In today's nightly video we look at the rate hikes in the U.S, Europe and U.K. We discuss the forward look at interest rates and the worsening inverted yield curve.
Good News Become Good, Again!
In today's video, we discussed the solid economic reports including Advance GDP and New Home Sales. We also discussed a warning and opportunity due to the continued inverted state of the yield curve as well as show key industries that have historically done well during an inverted yield curve.
Little News, Little Moves
In tonight's video we discussed the small range in today's trading despite the U.S. reaching its debt ceiling, again. We discussed the actions from Janet Yellen and the U.S. Treasury to avoid default while also discussing the impact of issuing new debt at higher interest rates...
CPI Fireworks Flop
In today's evening video, we broke down the expectations of fireworks ending up a flop after the CPI release. We looked at the details in CPI which seems to be demonstrating food and energy and essentials remaining high which will only add to a more thrifty consumer. We looked at key sectors and the declining…
Reading the Jobs Report Crystal Ball
In tonight's video we discuss how ADP Jobs data and Job Openings and Labor Turnover Survey (JOLTS) can be predictive in the Federal NonFarm Payroll data. We also highlight the predictive power of employment data on future Federal Reserve rate hikes.
Rising on Retail Traders
In todays evening video, we reviewed the signs of today's rally being driven by retain traders and not institutions. We also reviewed Monetary Supply (M2) and Inflation Data on the economic tab. We noted the current M2 and PCE is indicating we are headed to a deflationary environment in 2023.
Bulls Freeze and Bears Thrive in the Cold
In tonight’s video we discuss the resilient economy freezing out the bulls while the bears thrive. Strong consumer confidence and a better than expected GDP has investors pricing in further Fed rate hikes in 2023 which equates to higher borrowing costs and delayed slowdown in demand.
A Fall After the Fed
In today's TheoTrade Night Video, we discussed the fall in equities after the Federal Reserve rate hike and press conference. We also discussed the rate hikes from the Bank of England, European Central Bank, and Swiss National Bank. We looked forward to service and manufacturing Purchasing Managers Index reporting tomorrow morning which is signaling economic…