When interest rates are rising financial stocks tend to gain. The higher interest rates charged can lead to higher margins on financial products which can boost the profitability of financial companies. One of the ways that we can use Seasonax…
The recent string of better than feared US economic data has allowed equity markets to price out some of the more severe recession fears. Last week the US ISM manufacturing print beat markets expectations at 52.8. The ISM services print…
Last Friday Canadian jobs printed below expectations with drops in the headline figure and the participation rate. However, the labour market is still fairly robust with the unemployment rate falling again to 4.9%. The US NFP print however showed a…
Costco is a consumer staples stock that would likely find buyers in a recessionary environment. So, with the US in a technical recession, is the discount retailer going to see additional revenue from consumers looking to cut costs in leaner…
The reasons for gold’s upside since the last FOMC meeting has been the falling USD and Real yields which provides a good lift for gold. As longs as investors continue to hold the view that the Fed will not need…
The Bank of England meet on Thursday at 1200GMT and expectations are 1000% for a 25 bps hie and over 80% from STIR markets for a 50 bps rate hike. In their June meeting the Bank of England hiked rates…
The gold/silver ratio is a helpful tool for assessing when it may be better to be in gold or silver positions. Over the last few months the ratio has been steadily rising as it makes it way up to 100.…
The SPDR S&P500 ETF is the biggest and oldest Exchange Traded Fund in the world. It tracks the S&P500 and ETF’s can be a popular choice for investors due to the diversification and low fees that they typically offer. The…
Netflix tends to see a very weak seasonal period at the end of July. The reasons for this pattern are not obviously clear, but they are very notable. Take a look at the details here. Over the last 20 years…
The JPY tends to strengthen around the summer and you can see that bias play out in the USDJPY pair. Over the last 22 years the USDJPY has fallen 14 times between July 27 and August 27. The average fall…
