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Stock, Bond, Commodity Markets All Signaling Recovery, Part 2

Posted by Jerry Bowyer on 9/24/20 9:00 AM

Let's take a look at one kind of bond compared to another. Instead of the difference between the earnings of stocks and the interest rate (the way bond investors get paid) of treasury bonds, let's take a look at the difference between corporate bonds and treasuries.

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Topics: Economics, Commodities, Bonds

Stock, Bond, Commodity Markets All Signaling Recovery, Part 1

Posted by Jerry Bowyer on 9/22/20 9:00 AM

Markets are future-oriented. That is to say that investors make buying decisions in light of expectations. One buys if one expects the investment to go up in value in the future. One sells if one expects the opposite. We've found two market indicators that are particularly good at capturing expectations of U.S. growth and one which is particularly good at forecasting global growth.

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Topics: Economics, Commodities, Bonds

Oil Bear Market Catastrophic Loss Bounce Back

Posted by Jerry Bowyer on 6/3/20 10:00 AM

What happens after a country has an oil shock-driven catastrophic loss?

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Topics: Economics, Commodities

Oil Price Shocks, Poor Countries Hardest Hit

Posted by Jerry Bowyer on 5/28/20 10:00 AM

Oil bear markets hit emerging market countries harder than they do developed.

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Topics: Commodities

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