Gesamtlänge aller Episoden: 16 days 22 hours 8 minutes
The Fed continues their quest to calm markets. China and the U.S. are said to be closer to some sort of deal. The rally is 9 weeks deep – is it sustainable? We cover these and other important news of the week. Some interesting charts,
Rally Rally – are we getting closer to a deal with China? If so, what will it look like and who will declare victory? Risk assets are moving higher on the heels of bad news – are we back to this mode again?
Pricing in every headwind to be resolved favorably, markets continue to be in rally mode. Word that there may be a deal at hand for a government spending bill helped to propel market higher – just a few days after markets were spooked by comments that ...
No major tweets to sidetrack investors. The Fed is more accommodating and investors like what they see through this earnings season. Of course buybacks are starting up again after black-out periods as well – helping to push up markets.
The government is open again – at least for the next three weeks. It is going to be a very long week as earnings and economic data are flowing. A few cuts to guidance and poor earnings reports may derail the January rally.
IMF lowers their outlook for global growth. At the same time, conflicting headlines about trade talks punish markets. After a few weeks of a reflexive rally, is it time for consolidation? There are plenty of stocks that are now “overbought” and could s...
Here we go…. Earnings are starting to roll in and already we are seeing a plenty of disappointments. The good news is that investors may have priced in the worst case. The government shutdown may cost the economy much more that originally anticipated.
2019 here we come! Markets look as though they are trying to dig out of a major hole with earnings season just around the corner. Oversold to overbought in just a week – we take a look at some key indicators and explore their meaning.
Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2018. In this episode (Part 2), we look back on Tariffs, Record Highs/Lows, The Fed and A JCD compilation.
Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2018. In this episode (Part 1), we look back on Oil, Bitcoin, Trump and Elon Musk/Tesla.