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Cory’s Chart Corner
Load MoreHeadline chasing algos need to do deeper dives...
h/t @hussmanjp
y'all realize the UK is only about 3% of U.S. trade, the U.S. already runs a surplus there, and the 10% U.S. tariffs will stay, right?
keep in mind that studies indicate U.S. consumers shoulder the majority of tariff incidence, with minor incidence to foreign countries
Monthly Archives: July 2013
Danielle’s weekly market update
Danielle was a guest today on Talk Digital Network with Phil Mackesy talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.
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Institutional managers 55% cash awaiting better prices ahead
While most retail financial advisors today are counselling clients to remain fully allocated to risk markets near 6 year highs (they always do, at least until after big losses hit and then they will suggest some switching around) institutional managers, … Continue reading
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Sberbank: “commodity supercycle is over”
Kingsmill Bond, chief strategist at Sberbank, tells CNBC that the commodity super-cycle has peaked and we are going to trend down for the foreseeable future. This presents now challenging math for commodity-centric economies (Brazil, Russia, Australia, Canada) who were riding … Continue reading
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