Thoughts from Trader Vic – Thu 21 May, 2020

The COVID-19 Shutdown Impact On The Economy And Markets

Trader Vic Sperandeo wraps up today’s editorials by sharing his thoughts on how this COVID-19 shutdown will have lasting impacts on the economy. It’s not just about Q2 or even Q3 but the possible carryover for many years if unemployment remains high. We also address the moves in the markets as a discount mechanism for the future of the economy.

Chris Temple from The National Investor – Thu 21 May, 2020

US cities start opening up and the US escalates tensions with China

Chris Temple joins me for a look ahead to the economic restart that is starting in the US. We saw some jobless claims data again this week but the recent data has not had an impact on the market. We outline what to watching as we move through this restart.

US and China tensions are in the news again as the US is moving forward with restrictions on Chinese companies listing in the US and limiting US pension funds from investing in Chinese companies. More details are still to come.

Click here to visit Chris’s site and follow along with his comments.

Chris Temple from The National Investor – Thu 9 Apr, 2020

The Fed just opened up its pocketbook – Here’s what matters now

Chris Temple kicks off today with a focus on the surprise move today by the Fed. We were all waiting to see the US jobless claims numbers and what comes out of the OPEC+ meeting but the Fed has stole the headlines. The massive spending program will have implications for markets in a wide sense.

Click here to visit Chris’s site and keep up to date on his market calls.

Chris Temple from The National Investor – Thu 2 Apr, 2020

Horrible jobless claims data, oil market moving higher on China and Trump comments – Don’t buy into some of these bounces today!

Chris Temple joins me today to address a couple major headlines that are moving markets today.

We start with the blowout jobless claims number that came in at 6.65million. Next up is news impacting the oil patch. Trump made comments bu the news out of China is what’s really contributing to the >25% gains today.

With pretty much everything up today there are a lot of rallies to be faded. However we do wrap up the call with the rallies that Chris thinks are real.

Click here to visit Chris’s site and follow along with his commentary.

Exclusive Comments from Marc Chandler – Fri 7 Feb, 2020

The story this week is King Dollar

Marc Chandler wraps up this week focusing on the US Dollar and it’s strong move to 4 month highs. We outline the stronger than expected US data as a factor also for the moves in US markets. Considerations for what other countries are seeing in their data is also a key driver of money flows not just for currencies but also safe assets.

Click here to visit Marc’s blog where he outline the major data and news throughout the week.

Chris Temple from The National Investor – Fri 10 Jan, 2020

Recapping the jobs data today and US/China trade updates for next week

Chris Temple joins me to wrap up the markets today with comments on the jobs data that disappointing and what could happen on the trade front at next week’s meeting/signing. The markets sold off into the close but in no way have traders rushing for the exits.

Click here to visit Chris’s site.

Exclusive Comments from Marc Chandler – Fri 1 Nov, 2019

A valuable recap of the global economic data from this week

Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a comprehensive recap of economic from the US and around the world and how it all impacts the markets. We have seen a shift to a more risk on attitude but the safe assets are not getting hit as hard as one would think. All this data needs to be looked at in a big picture sense to help investors navigate these choppy markets.

Click here to visit Marc’s blog and keep up to date on a daily basis with what he’s watching.

Chris Temple from The National Investor – Wed 30 Oct, 2019

Recapping the Fed Press Conference and US Economic Data From Today

Chris joins me for an in depth discussion on the Fed statement and press conference. The Fed delivered a rate cut but it is being considered a hawkish rate cut as they will be on hold until next year. We also look at the ADP jobs number and GDP data point from this morning.

Click here to visit Chris’s site and follow along with what he is covering.

Ed Moya – Senior Market Analysts at OANDA – Tue 29 Oct, 2019

This Week Is More Then Just The Fed

While most everyone will be watching the Fed statements and press conference tomorrow there are a couple other important events to watch. Ed Moya, Senior Market Analyst at OANDA joins me to share his thoughts on the Fed meeting but also look to some earnings from big tech, Facebook and Apple. There is also jobs data that will be released and trade updates on the possible Phase 1 deal.

Click here to visit the OANDA website and follow along with Ed’s daily thoughts.

Ed Moya – Senior Market Analysts at OANDA – Wed 2 Oct, 2019

For The Weak US Data It’s All About Global Growth Concerns

After a disappointing ADP jobs number today that was preceded by the weak manufacturing data yesterday the overwhelming factor pointed to is global growth concerns. As much as Trump wants to push on the Fed to lower rates business are not willing to borrow more money and invest when the global outlook is so cloudy.

Ed Moya, Senior Market Analyst at OANDA joins me to focus on this overwhelming point. We look to the sectors that are showing this as well as some of the upcoming political events that have the potential to either clear up the situation or drive the world further into a recession.

Click here to visit the OANDa website and follow along with what Ed it writing about.