quantitativeeasing
In hisDaily Market Notes report to investors, while commenting on the ECB following the Fed, Louis Navellier wrote: No Relief Until SeptemberWhat’s going on today in the market is a natural oscillation. The energy stocks and the shipping stocks are down in the last couple of days but today they’re up sharply. So money is not leaving the market. It’s just moving around. That’s good and that’s what you want to see. I’m not surprised the market is consolidating because the last couple of days were pretty strong. Q4 2021 hedge fund letters, conferences and more There are some significant things go...
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In hisDaily Market Notes report to investors, while commenting on the mean reversion, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more Merely A Mean ReversionThe stock market is famous for predicting recessions that never materialize. My favorite economist, Ed Yardeni, called the current market action a “panic attack.” The $64,000 question is will a silver lining or critical path emerge for investors to follow? So far, companies that announce positive sales & earnings, plus positive guidance, are faring well and we have a lot more quarterly announcements in the upcoming ...
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In hisDaily Market Notes report to investors, while commenting on inflation relief, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more The Wrong Side of BedNow, the main reason that the stock market got up on the wrong side of bed this morning is that we had a disastrous retail sales report from the commerce department. Specifically, the commerce department announced that in December retail sales fell 1.9%. Economists were only expecting a 0.1% decline. When we exclude vehicle and gasoline sales, retail sales dropped a more dramatic 2.5% in December. This is a disaster. Th...
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In hisDaily Market Notes report to investors, while commenting on soft landings, Louis Navellier wrote: Q3 2021 hedge fund letters, conferences and more Retail DisasterThe retail sales report was a disaster. It was only up 0.3% in November. Electronic and appliance store sales declined 4.6% in November, the gas station sales rose 1.7%. Essentially, the higher prices at the pump are basically sucking up all the money in consumers' pockets. Consumers are not spending. General merchandise store sales declined 1.2% in November, led by a 5.4% drop in Department store sales. Online sales were unchan...
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With the exception of a few, a growing number of central banks in major economies are scrambling to reverse some, if not all, of the ultra-accommodative policy enacted to combat the impact of the pandemic. Q3 2021 hedge fund letters, conferences and more Today, it is the US Federal Reserve’s turn to make its intensions clear on the future path of interest rates and, more to the point, its vast quantitative easing programme. The question is not if but how much. Economists are mostly expecting tapering to be in the region of $15 billion a month, of which 2/3 would be in treasuries and the remain...
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In hisDaily Market Notes report to investors, while commenting on Louis Navellier wrote: Q3 2021 hedge fund letters, conferences and more Relief RallyThe Wall of Worry about the Fed finally turning down the fire hose of their massive Quantitative Easing has turned into a relief rally with back-to-back new all-time highs in all the major stock indexes, even the Russell. Today, the interest rates for the 10 and 30-year US Treasuries actually fell. The central bank surprise was that the Bank of England, which was projected to raise rates 15 basis points, instead held firm. That may have been beca...
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In hisDaily Market Notes report to investors, while commenting on the surge in China’s exports, Louis Navellier wrote: Q2 2021 hedge fund letters, conferences and more Peace DividendI was happy to see that The Wall Street Journal on Wednesday featured an article entitled Global Economic Warfare Intensifies as Military Conflict Recedes. This is essentially the “peace dividend” that I have been talking about and that future wars would be predominately economic in nature. The Biden Administration is matching the Trump Administration’s pace regarding economic sanctions according to Castellun. AI a...
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In hisDaily Market Notes report to investors, while commenting on the Fed’s decision to not commence any tapering until 2022, Louis Navellier wrote: Q2 2021 hedge fund letters, conferences and more The annual Kansas City Fed Conference in Jackson Hole, Wyoming was canceled. The Jackson Hole conference is a major international event that would have provided some insight into major central banks quantitative easing. Although the Jackson Hole conference will now be virtual, I suspect that the participants may be slightly less transparent. Central bankers in the European Union and Japan pioneered ...
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In hisDaily Market Notes report to investors, while commenting on commodity inflation, Louis Navellier wrote: Q2 2021 hedge fund letters, conferences and more The biggest news this week is that the bond vigilantes now believe that the Fed will curtail their quantitative easing sooner than later in the wake of the stronger than expected July payroll report, plus positive revisions to the May & June payroll reports. The 10-year Treasury bond has now surged over 20 basis points from its lows in the previous week and is now above 1.3%. On Wednesday, the bid-to-cover ratio at the 10-year Treasury b...
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ValueWalk’s Raul Panganiban interviews Colin Lancaster, a 25-year Wall Street Professional. In this part, they discuss what made Colin switch to macro trading, his book Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader” and who the book is meant for. Q2 2021 hedge fund letters, conferences and more What Led Colin Lancaster To What He Currently Does Today?Boy, I've had such an interesting background. I am a lawyer by original training, you're talking 30 or so years ago now. And for the last 25 years I've been working for what are some of the most famous hedge fun...
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