Peter Hanks, Analyst at DailyFX joins me to share his thoughts on the crazy start to 2020 for US markets, the US dollar, and gold. We discuss the major drivers, outside of the geopolitical issues, and how such aspects like the Fed and trade will remain key throughout 2020.
Click here to visit the DailyFX website and follow along with what Peter is writing about.
With US markets up over 25% this year it’s hard to predict a similar outcome for next year. Chris Temple joins me to outline the drivers this year and what the keys will be for next year. Everyone is predicting a more volatile year but that can come in many forms.
Click here to visit Chris’s site and keep up to date on his investments.
The moves in gold (higher) and the USD (lower) over the past broken up trading week cold be shedding a light on what we could see develop in 2020. Chris Temple joins me to outline what traders are predicting for next year and what has to actually happen for the moves in both gold and the US dollar to continue and break key levels.
Joel Elconin joins me today for a recap of the consistent moves higher by US equity markets. It’s been a strong 4th quarter but when it comes to a trading strategy there are some key things to consider. We also discuss the impact of the Fed’s balance sheet growth over the past 3 months which is averaged out to a $101billion increase each month.
Click here to visit the Benzinga website and listen tot he recording of Joel’s show.
On this weekend show I feature Rick Bensignor and Peter Boockvar for two extended segments. We focus on what’s ahead in 2020 and what they think will be the major drivers for a wide range of markets.
Please keep in touch by emailing me at Fleck@kereport.com.
Exclusive Company Interviews This Week
There’s no denying that the US markets have been on quite the run to close out 2019. Whether we attribute it tot he Fed injecting capital into the repo market or some better trade comments a lot of money that was on the sidelines is now in the equity markets.
Chris Temple joins me for a discussion focused on the overall health of the markets while also touching on volatility as the VIX is below 12 today. As much as the markets should have a very natural pullback optimism can carry these things way further than expected.
Click here to visit Chris’s site and keep up to date on what he is writing.
In what is going to be the busiest week before the end of the year in terms of news we actually saw markets fairly muted throughout it all. Be sure to go back throughout the week and listen to the daily editorials where we dive into everything from the Fed meeting, trade developments, and specific company news.
In this first hour we step away from the day to day market movement and look ahead to 2020 for central bank policies. We also spend a lot of time discussing certain metal stocks and noteworthy news evens for metals investors.
Marc Chandler wraps up the daily editorials this week by recapping the news of the week connected to financial markets. From the Fed meeting to the UK election to trade comments they all were very bullish for equity markets. However we did not see an overly strong move high by US stocks. Although up this week it goes to show that a lot of this good news was priced in. We also look ahead to 4 central bank meetings next week.
Chris Temple wraps up today with a recap of the Fed statement, Powell’s press conference, and the trade focused tweets from the President today. While it seems like nothing can stop the run higher in US markets it is important to note what some of the other markets are doing heading into 2020. We also comment on inflation because that is dominating headlines ever since the Fed meeting yesterday.
Ed Moya joins me to recap the Fed meeting from today. While nothing was unexpected it is clear that if/when things get worse for the economy or markets they will step in with more rate cuts. We also address the comments made on the Fed’s actions in the repo market. Most importantly was the market reaction with US markets, gold and treasuries moving higher while the US Dollar sold off.
Click here to visit the OANDA website and follow along with what Ed is writing about.