The Enablers....FED and the Central Banks

Posted by Capital Trading Group on Mar 6, 2019 10:10:24 AM

This is just going to be a quick technical update. We haven’t truly seen anything game changing take place over the last two weeks.

We continue to hear chatter of a China/US trade resolution, but we doubt this pig will be dealt with any time soon. This chart to the left is certainly cannon fodder for #POTUS to continue to pound the pavement for a much better US trade deal.

The Commerce Department released their latest numbers last Thursday which showed that Imports exceeded Exports by a new record of $914 billion in 2018. (WSJ)

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It's Not Diversification if Bonds and Stocks Fall in Unison

Posted by Capital Trading Group on Feb 22, 2019 8:55:12 AM

This week we received the FED minutes and here is what Jan Hatzius, Goldman’s chief economist had to say, “the minutes of the January FOMC meeting continued to emphasize patience in the policy outlook due to uncertainty around financial conditions, slower foreign growth, and softer inflation." In simple terms its #Qe4evR!

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Quantitative Easing......Forever!

Posted by Capital Trading Group on Feb 14, 2019 2:27:01 PM

What is becoming obvious now is the fact that the global central banks can no longer hide the fact that without their QE and balance sheet expansion, asset prices would fall and economies would reverse. The last month or so has seen a huge reversal in the markets expectations for future rate hikes and one by which certainly shouldn’t have surprised any of our readers. We have used and will continue to use the #QE4EVR theme as basically we are and will all continue to be bound to the low interest rate to negative rate environment. We aren’t stupid…

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The Real Elephant in the Room.....DEBT.

Posted by Capital Trading Group on Jan 31, 2019 9:38:29 AM

We decided to wait till the FOMC meeting to release this week’s letter so that we could capture the most important event of the week. It’s not that we didn’t expect a few of the tech giant earnings would be painted with bullishness, but we felt maybe the earnings didn’t really matter.

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Years of Central Bank Handouts Fuel Income Inequality

Posted by Capital Trading Group on Jan 24, 2019 8:52:24 AM

Let’s dig into some of the Q4 bank earnings that came out last week. First up Bank of America which posted its largest full year profit in history $28.15 billion. (WSJ) So how did they accomplish such a feat, well let’s just see what their interest rate differential was, i.e. what are they paying depositors compared to the risk-free rate they earn off those deposits.

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