MYSTERIOUS: 4 | Mind Blowing Facts

This week is Jerome Powell's penultimate meeting as chairman of the Fed—don't expect him to drop Wall Street many hints

"Only expect minor statement tweaks, including smoothed language on recent labour data," noted Deutsche Bank's Jim Reid.

Fortune · Mar 16

Recession and stagflation risks are rising due to Iran conflict, as economist warns it’s ‘getting harder to argue disruption will be temporary’

"Clearly, the longer that oil remains at these levels, expectations of a sustained shock will only grow," Deutsche Bank's Jim Reid said.

Fortune · Mar 12

Dear Raytheon Stock Fans, Mark Your Calendars for March 6

White House meeting on Mar. 6 to address shrinking U.S. munitions stockpiles amid the Iran conflict could put RTX Corporation in the spotlight.

Barchart · Mar 5

Powell's parting gift from the Fed may be more rate cuts than expected, courtesy of greying data

Recent "releases helped to validate the dovish arguments pushing for more rate cuts this year," Deutsche Bank's Henry Allen noted.

Fortune · Feb 11

Don’t get comfortable with the global stock rally today: Goldman’s ‘Panic Index’ is approaching ’max fear’

Every time stocks take a dip in reaction to bad news, a relentless wave of buy-the-dippers has stepped up to send them back upward again.

Fortune · Feb 9

Software selloff giving you déjà vu? We’ve been here before, says Deutsche Bank, when the dotcom bubble began to burst

“Interestingly, that pattern echoes what we saw in 2000 as the dotcom bubble started to burst,” Deutsche Bank’s Henry Allen wrote. “Equities started to fall from March 2000 as tech stocks saw significant declines.”

Fortune · Feb 6

Most experts think the RBA will hike the cash rate. Here’s why that may not be a good idea

There are factors beside inflation that the board needs to consider, most notably the labour market

The Guardian - AU · Feb 2

‘FOMO’ trade finally loses steam as gold and silver sink on Warsh nomination

“Price action had long since detached from any sane discussion on debasement, but it often takes only a small ripple to trigger a broader correction,” noted Deutsche Bank’s Jim Reid.

Fortune · Feb 2

Why some economists go against the flow on RBA rate bet

The Reserve Bank is widely tipped to become the first major central bank on Tuesday to U-turn from rate cuts to rate hikes in the post-COVID inflation era.

AAP · Feb 1

Up 77% in the Past Year, This Analyst Says More Upside Is Still in Store for Applied Materials Stock

Mizuho still sees upside in AMAT stock despite its massive 52-week return.

Barchart · Jan 30