Author: Admin
A close look at valuations for the largest U.S. banks highlights opportunities for long-term investors.
SAT: US/Iran Talks SUN: Hungary Election MON: OPEC MOMR (Apr), Chinese M2 Money Supply (Mar), US Existing Home Sales (Mar), US Monthly Budget Statement (Mar) TUE: IEA OMR (Apr), IMF World Economic Outlook Press Briefing (Apr), Chinese Balance of Trade (Mar), Japanese Industrial Production Final (Feb), German Wholesale Prices (Mar), Spanish HICP Final (Mar), US NFIB Business Optimism Index (Mar), US ADP Weekly Change, US PPI (Mar), South Korean Export/Import Prices (Mar), South Korean Unemployment Rate (Mar) WED: Indian WPI & Inflation (Mar), French HICP Final (Mar), EZ Industrial Production (Feb), US Export/Import Prices (Mar), Fed Beige Book (Apr), Japanese…
“Right now, we only see our kids (ages 5 and 2) awake for about 90 minutes a day.”
ING’s Chief Economist for Greater China, Lynn Song, notes that China’s CPI inflation eased to 1.0% year-on-year after Lunar New Year, while PPI turned positive for the first time since 2022. The report highlights rising energy and transportation fuel costs, suggesting further upside for inflation and a gradual shift away from entrenched deflationary expectations in China.Energy-driven price pressures support reflation”The substantive price drops are in line with China’s typical seasonality around the Lunar New Year holiday. More importantly for the months ahead, we are starting to see the impact of higher energy prices in the data. The subcategory for transportation…
The Strait of Hormuz crisis is not an aberration from the new geopolitical order — it is an expression of it and investors need to adjust to this fast, says a Nuveen strategist.
Highlights include Trump’s Iran deadline, US CPI, PCE, ISM Services PMI, FOMC Minutes, RBNZ and OPEC+ Iran International Crisis MON: Holiday: Easter Monday, Canadian Services/Composite PMI (Mar), US ISM Services (Mar), Australian Services/Composite PMI Final (Mar), Japanese Household Spending (Feb) TUE: EIA STEO (Apr), EZ/UK Services/Composite PMI Final (Mar), US ADP Employment Change Weekly, US Durable Goods Orders (Feb), US RCM/TIPP Economic Optimism Index (Apr), US Consumer Inflation Expectations (Mar) WED: FOMC Minutes (Mar), RBNZ Policy Announcement (Apr), RBI Policy Announcement (Apr), Australian NAB Business Confidence (Mar), Japanese Economy Watchers Survey (Mar), German Factory Orders (Feb), UK Halifax House…
The war with Iran will have a lingering economic fallout.
Deutsche Bank’s Sanjay Raja expects UK GDP to rebound by 0.2% m-o-m in February after a flat January, with balanced risks around the nowcast. The bank’s models also point to a possible upward revision to January. However, Deutsche Bank projects Q2-26 GDP growth slowing to 0.2% q-o-q and sees 2026 GDP at just 0.7%, with downside risks.Nowcast signals modest early-2026 recovery”The January GDP report disappointed – plain and simple. With the economy stagnating to start the year, we expect a rebound in February. We don’t discount an upward revision to January GDP either.””Our nowcast models point to both a potential…
What a difference a day makes.
Stop Letting Hope Control Your Trades Trading and Risk Management Have you ever held onto a losing trade, hoping it would return to breakeven?Or skipped placing a stop-loss, hoping the market will reverse in your favor? Have you hedged a losing position, hoping to recover losses?Or traded purely on gut instinct, hoping the market would prove you right? If any of this sounds familiar, you’re not alonebut it’s also one of the fastest ways to lose money in trading. Why Hope Is a Liability in Trading Hope is a natural human emotion. In everyday life, it can be positive…