The landscape of global energy markets shifted dramatically earlier this month when U.S. forces captured Venezuelan President Nicolás Maduro in a special military operation. For traders watching the oil sector, this development has created both immediate opportunities and longer-term questions about which US oil stocks stand to benefit most from potential changes in Venezuela’s energy […]
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All eyes are on Venezuela, as it attempts to navigate an unfolding crisis, following the capture of its president by U.S. military forces. The situation is being closely monitored both domestically and abroad, whose effects are being felt worldwide—including the stock market. Crisis Impact On The Stock Market In the immediate aftermath of Saturday’s U.S. […]
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Easing Into 2020 AAAHHH! As we ease ever so gently into 2020 (note the sarcasm), it gives us no lack of topics to discuss for the week. Here’s a brief “Pre”-Cap: 1. Oil is back on the front burner. Oil prices spiked on Friday after the U.S. killed a leading Iranian military commander […]
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NEW HIGHS! NOW WHAT? After the Fed cut rates again last week, they indicated that further policy easing may not be necessary. Many Fed Reserve officials, including NY Fed President John Williams, Philadelphia Fed Chief Patrick Harker, Chicago Fed Chief Charles Evans and Dallas’s Robert Kaplan will be speaking this week and discuss their […]
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Markets will likely be volatile as the week begins. After a week that saw the DOW relatively unchanged and the S&P 500 Index toy with 3,000 again, we should expect volatility at the beginning of the week as optimism over the prospect of a Brexit deal between the UK and EU—touted by UK Prime Minister […]
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Hi everyone – We finished the week strong as President Trump announced a “PHASE ONE” agreement with China. However the last hour of the trading day on Friday seemed more like a “Buy the rumor, sell the news event” as the Dow closed almost 200 points lower and the S&P’s closed 20 points lower […]
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Hi everyone – We finished the week strong as the markets gained throughout the day into the close. The broad markets have rallied back strong after the selloff earlier this week, thanks to the worst ISM data since the financial crisis. The bounce was led by growth tech names (cloud notably) along with AAPL making a […]
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Curreny warfare is a way to export deflation. When one country weakens its exchange rate, another country’s exchange rate gets stronger. This makes imports cheaper for the country with the strengthening currency. A flood of cheap imports in its markets hampers inflation. Inflation is boosted by increasing domestic demand. The increasing domestic demand is backed by […]
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I hope you all enjoyed the Football Sunday of the season! All of us here in Chicago are lamenting the start of the Bears season and we hope you’re season starts off on a much better note! Well – what a difference a week makes! Last week, we saw an escalation in Hong Kong which has now […]
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I hope you have all enjoyed your Labor Day weekend. I just want to give you a head’s up on what to expect this week: More Tariffs – President Trump hit China with 15% tariffs on $110 billion of China goods over the weekend, so despite both sides set to get back to the negotiating […]
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