Insights

Cryptocurrencies Fail to Prove their Mettle

The reports of gold’s death at the hands of cryptocurrencies seems to have been greatly exaggerated. We’ve warned investors about the instability of the cryptocurrency market and the false equivalency with gold over the past two years. New data are validating our concerns.

Insights tagged: Macro

Next Stop on the Jay Powell Apology Tour

Trend Macro’s Don Luskin anticipates no Fed rate increase on Wednesday, 1/30/19, and explains that a WSJ report, suspected of being "planted," sets up Fed Chair Powell to sound both dovish and smart about the Fed's balance sheet — a way to redeem himself from the humiliating the December FOMC. 

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On the Margin: Well, We Said "Brace Yourself"

Luskin: "The media is falsely characterizing the Trump/Xi trade negotiation breakthrough as a mere 'truce' or 'ceasefire,' indeed claiming that there isn't even any actual agreement arising from the Buenos Aires summit. This is no 'ceasefire,' as no existing U.S. tariffs are being withdrawn. And there is an agreement — both sides officially say so." 

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On the Margin: In the Beginning was the Word “Framework”

Luskin opines that we may be nearing “deal” on the U.S./China trade war. “We’ve been telling clients to look for the word ‘framework’ to emerge in Trump administration rhetoric ahead of the month-end meeting between US President Donald J. Trump and China President Xi Jinping."

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One Sell-Off, So Many Causes

Luskin provides a timely analysis of the recent market sell-off. Mid-term elections, the Fed, FANG stocks and a potential trade war with China are all playing a part in October’s market correction.  Several of these – especially China – are real and persistent issues. He writes, “Altogether, we’re regarding this as only a correction, not the onset of a new bear market.”

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