Hour 1 – This hour is all about the aggressive move to cash
It was another historic week for markets and governments around the world. We are quickly moving into a state of self-isolation in North America and many other parts of the world. Economies are going to severely struggle and markets are already pricing this in. This was the most volatile week for markets ever!
The question I focus on this weekend is the aggressive move by investors to cash and why, on many fronts, this is happening.
Please keep in touch during this time at home. My email address is Fleck@kereport.com.
Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx kicks off the first hour with a detailed look at the currency markets. We focus on why this move to the US Dollar has happened so quickly.
Segment 2 & 3 – Mike Larson joins me to discuss the concept of a rush to cash for investors when it comes to forecasting the bad economic data expected in the foreseeable future. We also discuss how much debt could grow during this shutdown of cities then transition into the precious metals sector.
Segment 4 – Jordan Roy-Byrne wraps up the show by taking a different look at the metals sector. We discuss the recent CoT report, silver’s crash this week, and if there is going to be a massive clearout of junior stocks when this fear is over.
If you think fear is dissipating for traders look at the USD closing in on 100
Chris Temple joins me today for comments on the relationship between US markets and gold stocks as well as the run in the USD. The most important market to watch is the currency market and the move higher in the USD. With the Fed already at a Fed funds rate of 0% what is left to slow this rise in the dollar?
Volatility and Fear – Looking at the long term drivers for the markets, gold, and USD
Peter Hanks, Analyst over at Daily FX joins me to share his trading strategy for these volatile markets. We recap some of Peter’s comments from our last interview where he was looking for gold and the USD to continue to rise.
Are we entering a new bear market for US equities?
Dana Lyons joins me share his thoughts on the crazy volatility in the markets. He outlines what a normal correction typically looks like and if this could be the start of the bear market. We also touch on the continue decline in yields and USD pullback.
Hour 1 – Featuring Rick Bensignor and Jesse Felder
It was a crazy week in the financial markets, in everything from US markets, yields, gold, and the US Dollar. I’m excited to have Rick Bensignor and Jesse Felder on for extended segments to share their views on a wide range of markets and sectors, plus some comments on the significance of the Coronavirus.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing what stocks you are all following and your thoughts on the markets.
Segment 1 and 2 – Jesse Felder kicks off the show by explaining why he thinks the fundamental are not supporting the rise in the US markets. We touch on sentiment, the drop in share buybacks, the Fed winding down its liquidity injections, and the Coronavirus.
Segment 3 and 4 – Rick Bensignor wraps up the show with an extended discussion on the economic impact of the Coronavirus. We dive into his strategy for the markets and where he sees the safe haven assets moving from the current breakout levels.
Exclusive Company Interviews and Comments This Week
The Dollar Is All About A Divergence In US vs European Data, Plus Comments on Safe Havens
Marc Chandler joins me today to first comment on the rollover in the US Dollar. He points to the flash PMI readings today where Europe surprised to the upside and the US number disappointed. We also discuss the US market pullback to end the week, yields crashing to historic levels and gold rising.
US Markets and USD Falling While The Odd Couple Trade Is Breaking Out
There is a lot for us to chat about today when it comes to the US market and USD pullback and the odd couple trade of bonds and gold breaking higher. Chris Temple joins me to recap all of these moves as well as a comment on the Japanese Yen.
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