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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Spooky TreasuriesFinancial markets were spooked that the Treasury Department now wants to auction $1 trillion in Treasury securities this quarter, up from $733 billion that was anticipated. In other words, the Treasury Department may have bitten off more than it can chew, but that will be ultimately determined by the bid to cover ratios at the actual Treasury auctions. Fitch Ratings on Tuesday cut its AAA rating on U.S. Treasury debt to AA+ due to worsening financial conditions and governance. Specif...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Unsettling Interest ratesInterest rates are still meandering higher and that is an issue that is unsettling the whole stock market. The 10-year Treasury bond yield is now 3.7%. Just last week it was 3.34%, so that’s a big increase. Q4 2022 hedge fund letters, conferences and more Inflation BubblingThere's this perception that inflation is brewing, it's bubbling. We're going to get the CPI report next week and the big component that we have to watch out for is called owners' equivalent rent. It rose f...
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In hisDaily Market Notes report to investors, while commenting on higher energy prices, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more A Memorable WeekThis is going to be a memorable week since it is the week that we will remember that inflation spun out of control due to higher energy prices. The best way to get relief from higher energy prices is for worldwide economic growth to decelerate. Fortunately, China’s proportion of global GDP has leveled off somewhat at 15.66% in 2021 and is only forecasted to grow to 16.47% in 2022. China’s abrupt GDP deceleration in the w...
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OANDA – Tech gets crushed again, Fed ready to hike in March, PPI cools, Earnings on deck, Oil dips, Gold off highs Q4 2021 hedge fund letters, conferences and more Tech Stocks Get CrushedBig Tech stocks are selling off so dramatically as a product of, ‘yes US rates are likely to go up further this year,' but also as investors rotate into value and cyclical trades. A recent chorus of Fed speakers that have said they are open to raising interest rates in March, which means the possibility of 4 rate hikes this year is growing. Wall Street is trying to get a sense of how much growth is going to sl...
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OANDA – Santa’s Back, Mostly Positive US Data, Erdogan’s Lira Playbook, Crude Steadies, Gold Higher Despite Rising Fed Hike Expectations, Bitcoin Disappoints Q3 2021 hedge fund letters, conferences and more Omicron is looking more like a short-term disruption to the economic outlook and not a destructive headwind that knocks the economy off its course. A wrath of US economic data, which was mostly pre-Omicron painted a picture that showed the economic was moderating, but growth and inflation remained strong. Jobless claims continue to head into the right direction, higher prices dragged down b...
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It does not feel like the most wonderful time of the year for Wall Street. US stocks are not seeing a Santa Claus rally and in fact remain stuck in the COVID house of pain. Senator Manchin played the Grinch this weekend when he said he won’t vote for President Biden’s Build Back Better Act. Q3 2021 hedge fund letters, conferences and more A deal could still happen in January as many traders remain optimistic that Senator Manchin is willing to work with the Biden administration. Last week he reportedly made an offer to support a $1.8T 'Build Back Better' bill that included universal pre-K and c...
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OANDA – Stocks soften ahead of CPI, Claims hits 52 year low, King Dollar, Oil falls stocks lower, Gold lower on strong USD, Bitcoin breaks below $50K Q3 2021 hedge fund letters, conferences and more US stocks edged lower on growing expectations for a turbo charged taper, potentially more supply chain issues, and as Omicron derails reopening momentum, as companies delay return to the office and cancel holiday gatherings. An impressive jobless claims report could not overcome rising risks to the short-term outlook that stem from virus jitters and fears of an aggressive Fed. The next big move for...
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US stocks are quickly getting their groove back as Omicron worries ease as the early COVID data shows cases remain mild in nature. Even on a day when a cruise ship reports at least 17 passengers tested positive for COVID, cruise ship stocks are soaring higher. The US economy with the help of rising vaccination totals will continue to reopen as people learn to live with the COVID. Q3 2021 hedge fund letters, conferences and more OilCrude prices rallied on easing fears over the Omicron variant, a surprise RRR cut from China boosted risk appetite, and on foreign demand for the US strategic oil sa...
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In hisDaily Market Notes report to investors, while commenting on the Fed put, Louis Navellier wrote: Q3 2021 hedge fund letters, conferences and more Omicron owns the headlines today. Will it make the Fed (Jerome Powell speaks to the Senate Banking Committee this morning) change their tapering plans? Will it slow down holiday mall traffic? Will it postpone travel plans? Will it subdue reopening momentum significantly? Will people project that this might be the first of a long series of breakthrough variants and alter long-term plans? Mind The Treasury YieldsWhile all this sounds a bit extreme...
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In hisDaily Market Notes report to investors, while commenting on whether if this is a good time to buy stocks, Louis Navellier wrote: Q3 2021 hedge fund letters, conferences and more It looks like we just went through the pause that refreshed and these oscillations are about to end. And one of the reasons is, is a lot of the things that were overhanging the market have dissipated. Obviously, the deficit ceiling is no longer a concern. Higher energy prices impacting Europe and other countries are now dissipating because Russia reassured Europe they have plenty of natural gas. Also, crude oil p...
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