Marketmail® Archive
8-15-23: The Stock Market Seasons are Unfolding as Predicted
by Jason Bodner August 15, 2023 Wouldn’t it be nice to be able to predict the future? Interestingly enough, history is littered with examples of that happening, ranging from mythical level status, [...]
8-15-23: Watch the Bond Market for Stock Market Clues
by Ivan Martchev August 15, 2023 While we have not made new highs on the 10-year Treasury yield for 2023, closing on Friday at 4.167%, we are too close for comfort on [...]
8-15-23: A Tale of Two Downgrades – A Bang (2011) and a Whimper (2023)
by Gary Alexander August 15, 2023 What is it about the first week of August in the third year of a Biden/Obama first term that causes the bond rating agencies to lose [...]
8-15-23: It’s A Rough Path – But Is Inflation Coming Down?
by Bryan Perry August 15, 2023 Last week’s inflation data came in as forecast, with a few components still showing some stubbornness to come down, but I believe, the big picture that [...]
8-15-23: China May Soon Export its Deflation Worldwide
by Louis Navellier August 15, 2023 China is experiencing crippling deflation as its economy struggles with declining exports and imports for the past few months. In July, Chinese exports declined 14.5%, while [...]
8-8-23: Silver Linings in the Market’s Two Worst Months
by Jason Bodner August 8, 2023 August is either finally here – for those who look forward to relaxing summer vacations – or “Oh no, August is here again,” if you dread [...]
8-8-23: The Stock Market Sell-off Has Started, Where Could It Get To?
by Ivan Martchev August 8, 2023 It looks like the overly anticipated intermediate-term stock market correction may have started right on schedule in the seasonally questionable August time period, when trading tends [...]
8-8-23: After No Recession in 45 Years – Will China’s Winning Streak End This Year?
by Gary Alexander August 8, 2023 Today is August 8, or 8-8, and that’s the luckiest day of the year in China, since 8 is pronounced “ba” in Mandarin – sounding much [...]
8-8-23: The Great Rate Plateau Begins
by Bryan Perry August 8, 2023 Looking at the big picture for the stock market, one mostly needs to pay close attention to the bond market. Rising bond yields pose a big [...]
8-8-23: The Bank of England Begs Ben Bernanke to Rescue Them!
by Louis Navellier August 8, 2023 The most amusing central bank news in recent years is that the Bank of England asked former Federal Reserve Chairman Ben Bernanke to review its economic [...]
8-1-23: To Broadcast the Truth the Loudest… Whisper It
by Jason Bodner August 1, 2023 Sometimes, trying to suppress information results in more awareness of it. Consider the situation in 2003, when the notoriously reclusive Barbra Streisand sued a photographer for [...]
8-1-23: The Last ZIRP Man Standing
by Ivan Martchev August 1, 2023 Zero Interest Rate Policy (ZIRP) and quantitative easing (QE) – the two major unorthodox monetary policies of the last two decades – were both born in [...]