ChartBrief 179 – The Top 10 PE10 Part 2

Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared back in August last year....

Growth Stock Rally Continues To Overshadow Value Investing

The exuberance in the US stock market of late may or may not be irrational, but the party atmosphere in the value corner of equities (companies that are inexpensively...

Something Strange in a Strange Credit Indicator

As I was going through and updating the various indicators that I monitor something in the credit space surprised me. The NACM CMI (think of this as the credit...

US Stocks Top Weekly Performance List As REITs Sink

US equities led most markets higher last week, posting the strongest gain among the major asset classes, based on a set of exchange-traded products. Meanwhile, real estate investment trusts...

Sentiment Snapshot: Did somebody say Melt-Up?

I had to think a bit before going with that title. The term "melt-up" is an increasingly overused word, and given this article features what I think are some...

Two-year Treasury yield back to 2%, rate not seen since global...

Some mornings I have to dig for a lead new story. Other days I’ve got candidates crawling out of the woodwork like roaches in a dirty kitchen when the...

Inventories drop, oil prices kiss $70 a barrel

U.S. crude oil inventories fell by a surprising large 4.95 million barrels last week, the U.S. Energy Information Administration announced this morning. This took international benchmark Brent crude up...

President Trump Attacks US Libel Laws

We interrupt our regularly scheduled review of markets and economics to consider President Trump’s latest comments on US libel laws. His remarks on Wednesday suggest that the White House...

ChartBrief 178 – Market Seasonality Maps

Another year another datapoint... Regular readers will be familiar with the first chart which shows the average daily returns for the S&P500 across the year against the average level...

ChartBrief 177 – The fourth Bond tantrum

US 10-Year Bond Yields have moved through a number of key levels and are on the cusp of a major breakout. Regular readers know by now that I prefer...

How Long Will The Stock Market’s Low-Volatility Regime Last?

US stocks ticked up to another record close yesterday (Jan. 8) – the fifth consecutive trading day with a new high, based on the S&P 500 Index. For much...

Property Bubble in the SCANNZ economies?

In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! Specifically, the video walks...