Author Topic: Dark Cloud Over Brexit  (Read 7047 times)

Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #100 on: May 04, 2017, 09:58:04 AM »
Facebook shares dip despite better-than-expected earnings ~ 3 May 2017
http://www.cnbc.com/2017/05/03/facebook-earnings-q1-2017.html
  • Facebook beats on top and bottom line, as well as user growth.
  • Shares fell more than 3% after hours.


Apple sells fewer iPhones in last quarter, shares slide ~ 3 May 2017
https://www.bloomberg.com/news/articles/2017-05-02/apple-sells-fewer-iphones-in-latest-quarter-as-consumers-wait
  • CEO blames demand dip on reports about future phone models
  • Services sales up 18%; company returns more cash to investors




Awaiting corrections ~ 1 May 2017
http://econintersect.com/pages/investing/investing.php?post=201705012336
Five stocks (Apple, Amazon, Facebook, Google, Microsoft) represent 41% of the Nasdaq 100 and have accounted for >40% of the gain in the S&P 500 this year.



Student who worked in Chinese iPhone factory explains why manufacturing jobs aren't coming back to the U.S.. ~ 30 Apr 2017
http://www.cnbc.com/2017/04/30/iphone-factory-observer-why-trump-cant-bring-manufacturing-jobs-back.html
If President Trump wants iPhones manufactured in the U.S., Apple will need to front the cost to pay the much higher wages required in the U.S., which means that consumers will have to be willing to pay more. Either that, or it will have to rely a lot more on machines, which won't create jobs, and might end up taking them.
  • NYU Wagner student Dejian Zeng spent last summer building iPhones for Pegatron
  • Zeng's trip was organized by NYU and China Labor Watch
  • Zeng said he doesn't think it'll be possible to manufacture iPhones by hand in the US

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Re: Dark Cloud Over Brexit
« Reply #100 on: May 04, 2017, 09:58:04 AM »

Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #101 on: May 04, 2017, 11:29:43 AM »
Keep watching the markets ~ 3 May 2017
https://www.moneyweb.co.za/moneyweb-opinion/keep-watching-the-markets/
It would be prudent not to ignore nascent market warning signs as the year unfolds.

Why better GDP should make us question our macroeconomic views ~ 2 May 2017
https://www.fnlondon.com/articles/improved-global-gdp-should-make-us-question-our-macroeconomic-views-20170502
It's time to stop saying the world economy is experiencing a 'new normal'.

Is China's economy going to collapse? ~ 3 May 2017
http://www.whatinvestment.co.uk/is-chinas-economy-going-to-collapse-2553573/

Chinese stocks retreat as investors assess financial crackdown ~ 3 May 2017
https://www.bloomberg.com/news/articles/2017-05-03/china-stocks-edge-lower-amid-muted-trading-ahead-of-fed-decision



China stocks down on softer-than-expected PMI surveys, regulation worries ~ 2 May 2017
http://www.reuters.com/article/china-stocks-close-idUSZZN2R0A00
The blue-chip CSI300 index fell 0.4 percent, to 3,426.58 points, while the Shanghai Composite Index dropped 0.3 percent to 3,143.71 points.

A world turned inside out ~ 1 May 2017
http://www.todayonline.com/commentary/world-turned-inside-out



China’s $11 trillion economy and markets are in a tug of war ~ 1 May 2017
https://www.bloomberg.com/news/articles/2017-05-01/china-s-markets-and-economy-are-going-in-different-directions
  • Xi Jinping’s move to rein in risks is rattling markets
  • Growth is solid even as manufacturing PMI tips some slowing




China's money rates up on seasonal cash demand ~ 28 Apr 2017
http://www.reuters.com/article/china-bonds-idUSL4N1I02OF

LeEco plans Beijing real estate sale amid cash crunch ~ 21 Apr 2017
http://www1.szdaily.com/content/2017-04/21/content_16053007.htm

China's $8.5 trillion shadow bank industry is back in full swing ~ 19 Apr 2017
https://www.bloomberg.com/news/articles/2017-04-18/china-s-8-5-trillion-shadow-bank-industry-is-back-in-full-swing
  • Curbs prompting borrowers to seek alternative funding sources
  • Government treading ‘fine line’ on financing: Everbright

Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #102 on: May 17, 2017, 10:40:45 AM »
Gold prices build bullish channel, rally to deeper resistance ~ 16 May 2017
https://www.dailyfx.com/forex/technical/home/analysis/xau-usd/2017/05/15/gold-prices-build-bullish-channel-srepstans.html

Dollar slides to 6-month low as geopolitics weigh ~ 16 May 2017
http://www.marketwatch.com/story/dollar-slides-to-6-month-low-as-worries-about-trump-return-2017-05-16
The DXY fell to 98.109 trading around its lowest level since Nov. 9, just a day after Trump won the U.S. presidential election.

Gold and USDJPY tend to move inversely or in opposite directions; gold’s rally is likely to be complimented by the yen’s rally thus leading to USDJPY heading lower.

Dow futures tumble on Trump political woes and Asian markets fall as safe-haven yen climbs ~ 17 May 2017
http://www.cnbc.com/2017/05/16/asia-markets-focus-on-euro-strength-chinese-tech-stocks-trump-fbi-news.html




Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #103 on: May 18, 2017, 01:55:24 PM »
Gold prices jump over 200-DMA as Trump-Comey 'nears impeachment', T-Bond yields fall with dollar ~ 16 May 2017
https://www.bullionvault.com/gold-news/gold-price-051720171

Robert Mueller, former F.B.I. director, is named special counsel for Russia investigation ~ 17 May 2017
https://www.nytimes.com/2017/05/17/us/politics/robert-mueller-special-counsel-russia-investigation.html

Commentary: Revealing sensitive intelligence to Russia crosses a dangerous line ~ 17 May 2017
http://www.channelnewsasia.com/news/world/commentary-revealing-sensitive-intelligence-to-russia-crosses-a-8856986
In giving sensitive intelligence to the Russians, Trump has done considerable damage to his own intelligence service and the security of the US, argues Pulitzer Prize-winning author and reporter Tim Weiner.


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #104 on: June 02, 2017, 06:32:28 AM »
House prices go into reverse for first time in 18 months ~ 1 Jun 2017
http://www.smh.com.au/business/the-economy/house-prices-go-into-reverse-for-first-time-in-18-months-20170601-gwhx77.html



Altair's 'sell everything' call brave or reckless? ~ 30 May 2017
http://www.smh.com.au/business/markets/altairs-sell-everything-call-brave-or-reckless-20170530-gwg4lz.html

Altair Asset Management hands back cash to clients citing looming correction ~ 30 May 2017
http://www.smh.com.au/business/markets/fund-manager-hands-back-cash-to-clients-citing-looming-correction-20170529-gwfgua.html

Phillip Parker has caused a stir with his move to get out of the market.



Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #105 on: June 10, 2017, 06:12:38 AM »
May's future in doubt after Brexit election gamble backfires ~ 9 Jun 2017
https://www.bloomberg.com/politics/articles/2017-06-09/comey-leaves-trump-under-a-crippling-cloud-of-investigations
The pound dropped as much as 2% and was trading at $1.2721 at 7:07 a.m. in London.
  • Calls for May to quit after Conservatives take election losses
  • Labour gains under Jeremy Corbyn result in hung Parliament

Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #106 on: June 25, 2017, 02:35:07 PM »
Brazil defends beef after 'system-wide problem' prompts U.S. ban ~ 23 Jun 2017
https://www.reuters.com/article/us-usa-brazil-beef-idUSKBN19E1HV
Among the violations the USDA detected were abscesses, unidentified foreign material and "ingesta," which can include any food, drink or medicine that cattle consume. Brazilian beef exports to the United States from companies including Marfrig Global Foods SA and Minerva SA also have been missing shipping marks and had labeling problems on containers, according to USDA data.

U.S. bans fresh Brazil beef imports over safety concerns ~ 23 Jun 2017
https://www.reuters.com/article/us-usa-brazil-beef-idUSKBN19D2VE


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #107 on: June 26, 2017, 08:10:10 AM »
Here comes quantitative tightening ~ 16 Jun 2017
https://seekingalpha.com/article/4081999-comes-quantitative-tightening
  • The Fed is raising rates into a slowing economy.
  • This will cause economic stress.
  • Combined with the debt and deficit problems, it could cause chaos.
The implications of quantitative tightening ~ 31 May 2017
http://www.financialsense.com/matthew-kerkhoff/implications-of-quantitative-tightening



Fed's Williams sees gradual policy tightening of three hikes ~ 29 May 2017
https://www.bloomberg.com/news/articles/2017-05-29/fed-s-williams-seeks-gradual-tightening-for-goldilocks-economy


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #108 on: June 26, 2017, 08:18:00 AM »
What the Fed’s interest rate hike could mean for your paycheck ~ 19 Jun 2017
http://fortune.com/2017/06/19/fed-federal-reserve-raising-interest-rates-hike-wage-growth/

What is the meaning of Dark Cloud Cover (乌云盖顶)? ~ The Dark Cloud Cover (乌云盖顶), in candlestick charting, is a pattern where a black candlestick follows a long white candlestick. It can be an indication of a future bearish trend.



"If people are not borrowing with interest rate at 0.5%, it is unlikely that a cut to 0.25% or zero will make much difference. However, such a cut would further negatively impact savers and pensioners. QE and low interest rates are deflationary. Why is this so hard for economists and central bankers to grasp?"


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #109 on: July 16, 2017, 08:07:20 AM »
The new abnormal in monetary policy ~ 14 Jul 2017
http://www.buenosairesherald.com/article/226270/the-new-abnormal--in-monetary-policy
The US Fed started phasing out its asset-purchase programme (QE) in 2014, and began normalising interest rates in late 2015. And the European Central Bank is now pondering just how fast to taper its own QE policy in 2018, and when to start phasing out negative interest rates, too.


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #110 on: July 18, 2017, 06:58:34 AM »
Trump calls on Canada, Mexico not to manipulate their currency ~ 17 Jul 2017
http://www.marketwatch.com/story/trump-calls-on-canada-mexico-not-to-manipulate-their-currency-2017-07-17

Toronto now officially a buyers’ market, amid nationwide home sales slump: CREA report ~ 17 Jul 2017
http://globalnews.ca/news/3603364/toronto-buyers-market-canada-housing-crea/

Toronto home sales plummet to a seven-year low ~ 17 Jul 2017
https://www.bloomberg.com/news/articles/2017-07-17/toronto-home-sales-fall-15-1-percent-in-june-amid-national-drop
  • Three-month average down 14.2% after flood of new listings
  • Bank of Canada rate hike expected to further cool market


Will China's tightened capital controls pop the housing bubble? ~ 15 Jul 2017
http://www.cbc.ca/news/canada/british-columbia/housing-market-bubble-pop-overblown-china-capital-controls-1.4191491
China imposes further restrictions to control capital flowing out of the country. On July 1, regulators dramatically lowered transaction limits to $9,000 before they must be reported to banking regulators.

Bank of Canada hikes key interest rate to 0.75%; next increase could be in October ~ 12 Jul 2017
http://globalnews.ca/news/3592433/bank-of-canada-key-interest-at-0-75-per-cent/



Toronto and Vancouver home prices could fall up to 40%: economist ~ 12 Jun 2017
http://www.ctvnews.ca/business/home-prices-could-fall-up-to-40-per-cent-economist-1.3454660

Ontario to tax non-resident foreign housing buyers 15% ~ 20 Apr 2017
http://www.torontosun.com/2017/04/20/ontario-to-tax-non-resident-foreign-housing-buyers-15


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #111 on: July 24, 2017, 07:57:41 AM »
Commodity Price Watch Indonesia: Rubber, Crude Oil & Coal ~ 21 Jul 2017
https://www.indonesia-investments.com/news/todays-headlines/commodity-price-watch-indonesia-rubber-crude-oil-coal/item8007
Rubber prices tumbled about 2% in early trading on Friday (21/07) after surging 4% in the previous trading session. The price of rubber for December 2017 delivery, the most active contract on the Tokyo Commodity Exchange (Tocom), tumbled 1.99% (or 4.30 points) to 211.90 yen per kilogram at 07:40 am local Jakarta time. Ahead of this tumble, there occurred a rubber price rally as most farmers held back their rubber stock sales following expectations of higher prices.

Malaysia, Indonesia, Thailand mull cutting rubber output to stabilise prices ~ 17 Jul 2017
http://www.thestar.com.my/business/business-news/2017/07/17/malaysia-indonesia-and-thailand-mull-cutting-rubber-exports-to-stabilise-prices/
Malaysia, Thailand and Indonesia are considering cutting rubber output from 10% to 15% in order to curb falling prices. The SMR 20 rubber price in Malaysia dropped from RM957.23 per kg in January to RM626.65 per kg in July this year.



Rubber planters rally as prices slide 40% ~ 17 Jul 2017
http://www.bangkokpost.com/news/politics/1286611/rubber-planters-rally-as-prices-slide-40-
More than 400 rubber planters converged on Songkhla City Hall Thursday demanding the government urgently step in to reverse tumbling rubber prices after they shed more than 40% in the space of a year.



Final tariffs on Chinese truck tires are even higher than before ~ 23 Jan 2017
http://www.moderntiredealer.com/news/719684/*-tires-are-even-higher-than-before
The U.S. Department of Commerce (DOC) has more than doubled some of the tariff rates it says are necessary to offset the subsidies and dumping of Chinese-made truck and bus tires imported into the U.S. Evidence during the preliminary stage resulted in preliminary subsidy rates ranging from 17.06% to 23.38%; but in the final investigation those rates jumped to 38.61% to 65.46%.


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #112 on: August 02, 2017, 08:28:54 AM »
Graham: Military options are 'inevitable if North Korea continues' ~ 1 Aug 2017
http://edition.cnn.com/2017/08/01/politics/lindsey-graham-north-korea-donald-trump-white-house/index.html

North Korea says new missile test proves it has capability to nuke any part of US ~ 28 Jul 2017
http://www.oregonlive.com/today/index.ssf/2017/07/north_korea_says_new_missile_t.html


Offline zuolun

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Re: Dark Cloud Over Brexit
« Reply #113 on: September 17, 2017, 07:57:44 AM »
Toys 'R' Us preparing for possible bankruptcy filing ~ 16 Sep 2017
http://fortune.com/2017/09/16/toys-r-us-bankruptcy-filing/


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Re: Dark Cloud Over Brexit
« Reply #113 on: September 17, 2017, 07:57:44 AM »