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.
Gold continues its breakout and Trump pushes back on China
Chris Temple joins me for a quick comment on gold’s continued breakout as we all the stocks move higher. We then discuss the developments in the US/China tensions. With Trump’s recent comments proposing to undermine the Hong Kong Dollar’s peg to the USD this is a new development in a situation that is worsening between China and the US.
Investors start to focus on the election – Recapping moves in US markets, and gold vs USD
Ed Moya joins me today to comment on what he sees as driving markets through the majority of this year. With Trump’s rally over the weekend we are seeing a shift of focus to the upcoming election and what it could mean for markets. We focus on the moves today in US markets as well as the gold move higher and US Dollar large move down. It brings up the thought of inflation…
What to think when risk on and risk off assets all move in the same direction
It’s an interesting start to the week with pretty much every sector opening down and being bought back in the first few hours of trading. Chris Temple joins me to share what he is watching. We discuss the significance of gold and gold stocks trading in unison with the US markets.
What to watch this week for the Fed meeting, US Dollar and Gold
Chris Temple kicks off today with a look ahead to the Fed meeting on Wednesday. While no major changes are expected the markets are understandably muted to start off the week. We also discuss the US Dollar and gold’s price action.
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.
US Markets continue to ignore the protests but look to the US Dollar which is breaking lower
Ed Moya kicks off today’s editorials with comments on US markets, yields, and the US Dollar. With protests and riots in the US adding to the uncertainty in the Country it’s understandable to be skeptical of the moves into risk-on assets.
The rotation trade continues, central bank news out of Europe, and an outlook for safe-haven assets
Ed Moya kicks off today with comments on the action in the S&P which is mimicking the moves from yesterday. We also discuss the developments in Europe when it comes to the continued stimulus planned but still needing to get pushed through. Finally comments on gold and the US Dollar’s action today.
The S&P is at a key level where bears might have to throw in the towel
Chris Temple joins me today for a look at the S&P and assess the significance of the 3,000 level. With the 200 day Moving Average exactly at this level a daily close and more importantly a weekly close (which we are a long way from) could force bear to throw in the towel and further chase this market. We also comment on the down moves by gold and the US dollar.