What matters for the markets? Liquidity or The Economy…
Marc chandler wraps up the editorials today with a discussion on the balance between liquidity and economic factors that are driving the markets.
We touch on the gold trade and US Dollar. Over the last few weeks the Dollar has been looked at in a very different way by investors. Final comments on the news events for next week that need to be noted.
Lots to touch on this week – Strong bond auctions, a weak PPI number, upcoming Earnings Season, and precious metals moves
Chris Temple joins me today to wrap up the week for the bond market and US economic data, plus a look ahead to the upcoming earnings season. It’s all about forward guidance from companies for the rest of year that will result in volatility and could finally lead to a pullback in markets.
US/China Trade Comments and PMI Data – Markets Moving With An Inflationary Bias
Chris Temple joins me today to recap the back and forth comments on US/China trade from Peter Navarro and President Trump. The downbeat comments by Navarro dropped futures and global market late yesterday but Trump’s more positive comments turned them all around in time for today’s open. We also have some PMI numbers that were a little better than expected.
Overall markets are moving to a more inflationary trade as US markets and gold and gold stocks are moving higher with the US dollar dropping again.
Hour 1 – Jesse Felder and Doc – US Dollar, US Economy, and Metals
On this weekend’s show I feature extended interviews with Jesse Fedler and Richard Postma, or as you all know him, Doc. We discuss everything from central bank actions impacting markets and currencies to how the COVID lock-down will impact economies for years to come.
Please be sure to checkout the editorials and all the company updates throughout the week. Keep in touch by emailing me at Fleck@kereport.com.
Segment 1 and 2 – Jesse Felder kicks off the show with a close look at the US Dollar’s recent pullback. We discuss the impact of a falling dollar both domestically and around the world. We also look at all the money printing by the Fed, it’s impact on the markets, and who’s stepping in to the treasury market.
Segment 3 and 4 – Richard Postma is back! We start off discussing Doc’s thoughts on the COVID shutdown. We then get into his outlook for US markets and precious metals.
The balance between COVID fears, US and China trade tensions, economic data, QE… What’s going to drive markets through summer?
Marc Chandler joins me for an initial look at what drove markets this week. Mostly US and China tensions were font and center but there are so many factors that could perk up as we move through summer. We balance what will truly drive markets and money flows over the next few months.
The markets are disconnected from the economy, but this nothing new
TG Watkins joins me to share his general thoughts on the health of the US markets. Last week TG was looking at he markets bearishly but after the strong close to the week he reassessed. Just because the economy is struggling does not always mean the markets are going to follow tot he downside.
Weak US Economic Data and a drop in oil to the teens – A look ahead to where markets will go from here
Chris Temple joins me today to recap another weak round of economic data out of the US today. Market are moving down along with oil and a wide range of other assets. We discuss Chris’s outlook as the world is still dealing with economies that are shutdown.
Hour 1 – Filtering through misinformation for metals investors
It was a bit calmer this week for the markets. However COVID-19 continues to spread and the hope of us being able to get back to the way life was at the beginning of the year has been pushed back even further. Economic data is shattering records to the downside with no end is sight.
On the first hour we try to make sense of the world we are living in from an economic and financial standpoint.
Please keep in touch by emailing me at Fleck@kereport.com. I hope you all have a good weekend and manage to do something to distract yourself from all this negative news.
Segment 1 – Trader Vic kicks off the first hour by sharing his outlook on the virus that has shutdown most of the world and the fallout that will come from everyone staying at home.
Segment 2 – Jeff Christian joins me to an extended discussion on the internal workings of the metals markets. We focus on three main points that need to be understood by investors as to what will drive price int he near and long term.
Segment 3 – Joe Mazumdar shares the types of companies he is investing in currently and if he sees the M&A picking up anytime soon.
Segment 4 – We get an update from GR Silver Mining (TSX.V:GPLY & OTCQB:GLYXF) regarding the deal with First Majestic to acquire the Plomosas Silver Project. Marcio Fonseca, President and CEO takes us through he deal and the work the Company is planning moving forward.
Exclusive Company updates and interviews this week
Economic data has been worse than in 2008/09. Does the market have it priced in?
On the back of the almost 3.3million jobless claims reported Friday, today we saw the Dallas manufacturing index drop to -70. This is far below the estimate of -10 and is lower than the bottom during the great financial crisis of -60.
John Rubino joins me today to share his thoughts on how bad this data can get and the lasting impacts. We also discuss the markets and how much of this is already priced in.