Category: Financial Markets 2009
The analysis published under this category are as follows.
Friday, October 16, 2009
Wither the U.S. Dollar, Gold and Dow in Transition Mode / Stock-Markets / Financial Markets 2009
By: Christopher_Laird
Now that the credit/bank crisis is two years old, and the Dow around 10,000, gold is at highs over $1000. One would think that with $3 trillion of direct US Fed bailout cash, plus $17 trillion of various guarantees and singlehanded support for the US mortgage/financial markets would do something.
Sunday, October 11, 2009
Stocks Rally Towards Double Top?, Whilst U.S. Dollar Holds onto Critical Support / News_Letter / Financial Markets 2009
By: NewsLetter
The Market Oracle Newsletter October 11th, 2009 Issue #78 Vol. 3Read full article... Read full article...
Sunday, October 11, 2009
Stocks Rally Towards Double Top?, Whilst U.S. Dollar Holds onto Critical Support / Stock-Markets / Financial Markets 2009
By: Nadeem_Walayat
This week was the turn of UK Conservative party to announce how they will deal with Britain's budget deficit. Their answer was for cuts of £7 billion, a drop in the debt ocean. My Analysis clearly showed that it would require an additional £50 billion a year of spending cuts and tax rises to bring the deficit to under 6% of GDP, £7 billion is not going to do anything but set in motion another Black Wednesday when we wake up to the Financial Markets dumping sterling, and UK bonds, stocks and assets Iceland style.
Saturday, October 10, 2009
The Most Hated Stock Market Rally in Wall Street History / Stock-Markets / Financial Markets 2009
By: Anthony_Cherniawski
The rebound in U.S. consumer spending, driven by government stimulus, will wane as the unemployment rate surpasses 10 percent, a survey of economists showed.
“You just can’t see a lot of strength on the consumer side given how battered income is from job losses and weak hourly wage growth,” said David Greenlaw, chief fixed-income economist at Morgan Stanley & Co. in New York. “We’ve got a gradual recovery in the overall economy, but it’s not vigorous enough to knock down the unemployment rate by much.”
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Friday, October 09, 2009
Gold, Recessions, Bonds, and 1987 Stock Market Crash / Stock-Markets / Financial Markets 2009
By: Chris_Ciovacco
As investors try to make sense out the of relentless bullish moves in asset prices, we’ll touch on a few timely topics:
Friday, October 09, 2009
The Financial Crisis Fires That Blind Investors / Stock-Markets / Financial Markets 2009
By: Brady_Willett
“Past performance does not guarantee future results.” Wall Street Mantra
While easily grasped, the above adage is not as easily respected. Rather, investors have a tendency to herd into what has performed well in the past. And in today’s financial world where asset class correlations are tied remarkably tight and the monetary powers that be are remarkably loose, this is an ominous contradiction.
Friday, October 09, 2009
U.S. Dollar Bottoming and Gold Bullion Topping Forecasts / Commodities / Financial Markets 2009
By: Ronald_Rosen
The U. S. Dollar Index is bottoming or has bottomed today and will rise for approximately one year in Wave [C] up.
Gold bullion is peaking or has peaked and will decline for approximately one year in Wave [C]down.
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Friday, October 09, 2009
Reality of the Economic State to Hit Financial Markets / Stock-Markets / Financial Markets 2009
By: David_Morgan
The following is an excerpt from the September Morgan Report. Many have asked what to expect after October 1, 2009. Well, that time has arrived and the following may give you the reader some insights into my thinking…
“[W]ith respect to future debt; would it not be wise and just for that nation to declare in the constitution they are forming that neither the legislature, nor the nation itself can validly contract more debt, than they may pay within their own age . . .” —Thomas Jefferson
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Sunday, October 04, 2009
Stocks Bull Market Correction Continues, U.S. Dollar Bears Running Out of Time? / News_Letter / Financial Markets 2009
By: NewsLetter
The Market Oracle NewsletterOctober 4th, 2009 Issue #77 Vol. 3
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Sunday, October 04, 2009
Stocks Bull Market Correction Continues, U.S. Dollar Bears Running Out of Time? / Stock-Markets / Financial Markets 2009
By: Nadeem_Walayat
The Stock markets continued to correct following the preceding weeks sell signals as confirmed in last weeks newsletter. The market has now given a ABC pattern which allows me to generate a trend channel within which I can trade more closely to the price, i.e. rather than leaving stops far distant due to the lack of price action as the below chart illustrates (more on trading, eventually at walayatstreet.com).
Saturday, October 03, 2009
Has FDIC Run out of Funds to Close More Bankrupt Banks? / Stock-Markets / Financial Markets 2009
By: Anthony_Cherniawski
No new entries on the FDIC Failed Bank List. What gives?
U.S. stocks fell, capping the market’s first back-to-back weekly declines since July, as a bigger-than-estimated loss of jobs and a drop in factory orders spurred concern the economy is struggling to recover.
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Friday, October 02, 2009
A Jobless Economic Recovery or Something Else? / Stock-Markets / Financial Markets 2009
By: Anthony_Cherniawski
U.S. job losses accelerated last month and the unemployment rate climbed to the highest level since 1983, stark reminders of how the worst financial crisis in a generation may undermine consumer spending and economic growth in the months ahead.
Friday, October 02, 2009
Has the Six Month Stock Market Rally Ended? / Stock-Markets / Financial Markets 2009
By: Bob_Chapman
The G-20 Pittsburg Summit ended last Friday. Their official statements made for some novel and interesting reading.
We were informed that the group could by working together could manage a transition to a more balanced pattern of global growth. Tending to domestic demand as private savings increase. It is obvious to us this cannot work. We are seeing increased savings and decreased consumption. The IMF as well agrees with these policies. We cannot recall that the IMF has made a correct decision over the past 50 years. The group gushed forth the same platitudes we’ve heard for years. The shared understanding and deepened dialogue that produces no solutions, only more power and wealth for the entrenched elite.
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Friday, October 02, 2009
Stocks and Commodities 4th Quarter Investment Thoughts / Stock-Markets / Financial Markets 2009
By: David_Urban
I would like to start by making a comment on my last article. Globally, there are values in financial stocks in countries not hit as hard as the US and Europe. My bearish stance is US based, not global.
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Thursday, October 01, 2009
Hedge Funds One of the Last Bastions of Capitalism Left in the United States / Politics / Financial Markets 2009
By: Dan_OConnor
We Call Upon the Hedge Funds - The brains and talent of the financial industry have been moving enormous pools of wealth away from the highly regulated commercial and investment banks into the fast-paced, creative, and aggressive hedge funds. This is because, in many ways, the hedge funds represent a more pure capitalist system.
Wednesday, September 30, 2009
Financial Sector Crime, Regulation and Reform / Stock-Markets / Financial Markets 2009
By: Mark_B_Rasmussen
We have had the most expensive and damaging crime wave in American history over the past few years, costing the American public $10-$11 trillion loss of net worth. You are probably as surprised as I am about the lack of investigations, indictments and prosecutions for crimes of this size. At last week’s G-20 meeting we heard a wonderful speech from our “Orator-In-Chief”.
Sunday, September 27, 2009
Inflation, Deflation or Economic Growth? Markets Will Answer Soon / Stock-Markets / Financial Markets 2009
By: The_BullBear
Markets are at an important inflection point and the inflation vs. deflation vs. growth debate may be resolved soon.SUMMARY
All of the markets that I follow have reached important decision points. Collectively the direction of the moves coming out of the present configuration will describe market and economic conditions going forward. There does seem to be growing evidence that the deflationist scenario may ultimately hold sway. However, arguments for deflation, inflation and growth all find substantiation in the current market environment. At this time traders are best advised to pare back their market exposure or go to cash and wait for the markets to make their intentions known. Commodities do appear to be close to a decisive bearish move and may represent a shorting opportunity. If that is the case, can a bullish move in the US dollar be far behind?
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Sunday, September 27, 2009
Stock Markets Retreat on Realisation that Fed Could Cut Emergency Economic Support / Stock-Markets / Financial Markets 2009
By: Prieur_du_Plessis
After hitting its best levels of the year on Wednesday ahead of the Federal Open Market Committee’s (FOMC) communiqué, the S&P 500 Index ran into heavy weather on the realization that the Fed could start scaling back on emergency support of the economy. US equities dropped further later in the week on renewed concerns about the state of the troubled housing market and weaker-than-expected durable goods orders.
Saturday, September 26, 2009
Stock Market SELL Signals and Inflation Missing from 2010 / Stock-Markets / Financial Markets 2009
By: Nadeem_Walayat
Early in the week I went hunting for signs for high UK inflation in the analysis -UK Inflation Forecast, Will RPI Deflation Return to Inflation? However despite zero interest rates and all the money printing to date, I was surprised not to find it, not for 2009 and not for the whole of 2010! and given the double dip depression (more on this tomorrow), probably beyond. What does this mean ? It means the Bank of England NEEDS to act to CREATE inflation AHEAD of the double dip Depression (again more on this tomorrow).
Sunday, September 20, 2009
New Research Suggests Stocks and Warrants Going Higher, Gold less so / Stock-Markets / Financial Markets 2009
By: Lorimer_Wilson
New research by Morgan Stanley Europe and Merrill Lynch Asia confirms old moving average based research by Stan Weinstein that the on-going upswing in the S&P 500 and other market indices around the world quite possibly has much further to go in this current bull run albeit with some volatility along the way. That could well have negative implications for the short-term price of gold bullion but, fortunately for the ‘gold bugs’ to be found in every room, continuing bright prospects for the stocks and warrants of gold and silver mining and royalty companies are expected.