Chris Temple, Founder of the National Investor joins me for a look at the significance of the recent attacks on the Saudi oilfields over the weekend. This is causing the price of crude to spike however it very well could be very short lived. What’s important for investors is to look at an reaction from other countries especially the US. Also will this bounce have any impacts on future economic data?
Chris and Cory discuss this morning’s U.S. employment data which was not especially noteworthy. It will continue to be market stresses and demands that move the Fed.
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Overnight we got news that the US and China are going back to the negotiating table in early October. This is popping US markets over short term resistance levels and hitting the precious metals. Chris Temple joins me to outline what is actually going on with these trade talks. We also discuss if this changes his portfolio strategy and what it would take on the trade front to delay the expected recession.
We are starting to hear from select central bank members that they think that lower interest rates are not the answer to economic problems. This brings up the question of if we will actually start to see some change to the lower for longer policy that has been in place for decades in some countries. Chris Temple joins me for his thoughts on the matter.
Chris Temple, Founder of The National Investor joins me to share his thoughts on the ISM data out this morning and why he does not think we are going to see any actual improvement on the trade front. This all ties into a more pessimistic outlook for US markets and further pushes the Fed into a no win situation.
Chris Temple, Founder of The National Investor recaps the month of August in terms of the major markets we follow. The USD recent just made another higher high in this over 1 and a half year uptrend, while gold continues to move higher, and even the US markets had a strong wee to close the month. There are a lot of issues around the world which are keeping US assets elevated but not for good long term reasons.
Chris Temple, Founder of The National Investor is back to recap some of the news event that have moved markets in the short term. Especially the tweets by Trump to kick off this trading week that provided a nice boost to markets which seem to not have a lot of facts behind them. More importantly there are longer term developments for the US dollar and trade that need to be focused on.
Chris Temple wraps up today with his thoughts on the weakness today in risk on assets. This continues our ongoing discussions today about weakness in the US and the inversion of the yield curve. Investors are worried and rightfully so.
Chris Temple, Founder of The National Investor joins me for some comments on a looming yield curve inversion in the US and how the general Fed’s policy will play out for markets. Even with the delay of some tariffs announced this morning the yield curve and Fed policy remain the major long-term drivers that investors need to take note of.
Chris Temple, Founder of The National Investor joins me today for a wide ranging discussion on how the trade war is pushing China into signing it’s own trade deals. This would set up a completely different world in terms of trade, banking, and currencies. Some of the topics discussed are the possibility of a Petro-Yuan and comparing the banking systems in China, Europe, and the US.
I will be traveling the rest of today so posting will light.