ECB NIRP!

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Central Bank Trifecta We are amidst three major Western central banks making statements and possible monetary policy changes. Their statements and decisions can drive volatility into the equity, bond, and currency markets. At one time they were all in unison, but we could see a divergence between the U.S. and her allies across the Pacific Read more…

Greek Tragedy

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The Greece problems are on the rise again. As I had mentioned back in 2011 – 2012 that while the string of bailouts have bought them time, the issue is only being shoved onto the back-burner and will again be front and center news that will again disrupt the markets. The issue that I want Read more…

ECB Fires Salvo

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2015 will be the year of the Dollar and other currencies as I have stated before. We have already seen the dollar rally strongly, the Swiss Franc decouple moved the currency 15% in minutes, and this morning the ECB is positioning their new QE launch. You can’t help but wonder if the economies are as Read more…

Europe Volatility?

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The market seems to be holding at these low support levels for now. The heighten concern in the tit-for-tat battle between Russia and the US does not seem to have a large economic impact for now, but that could always change. In the interim, it makes for some charged geopolitical media watching; however I believe Read more…

Negative Interest Rates?

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The market is poised and waiting to decide what to do. Should the equity market rally as the European Central Bank (ECB) and the US Federal Reserve (FED) becomes more accommodative (lower interest rates, prints more money, more QE, more stimulus)? Or will the ECB and Fed remain more hawkish, leave rates unchanged or raise Read more…

Incompetent Consistency

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It’s a big week for economic data heading into the Fed FOMC meeting on June 17th. There is also a very high probability that the European Central Bank (ECB) may take more accommodative action. This morning we will get the ADP private payrolls, which should give us an inkling of what to expect from the Read more…

Abeageddon

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As we push through the half-way point of Q1 earnings season, we are again about to hear from the Federal Reserve. This will certainly be an interesting meeting and will be the last one until mid-June. This, of course, will bring the spectre of the Taper to the front page again and can certainly inject Read more…

Don’t Poke the Bear!

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It looks like the rally has lost some steam. We should never expect anything to go straight up, so look for a slight contraction in the equity markets in the coming days. There is some support, so will this be a good time to buy? We have the FOMC meeting coming up (March 18-19) and Read more…

Global Market Pressure

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Are we forming a “double bottom”? It certainly seems like we could be and it would seem that the recent market news, economic data, and expectations would do just that. Let’s quickly review; the market begins to sell off as concern about Fed tapering saturates the air waves. The Labor Report reflects a stagnant job Read more…

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