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Dollar Dumped on Doubts on US Economic Agenda

News of the defection of two more Republican Senators doomed the Senate attempt to replace and repeal America’s national health care. The failure to replace the system dubbed Obamacare, despite the Republican majority in both...

sterling-europe-boe-policy-marketexpress-in

Sterling, McCafferty, and BOE Policy

Sterling’s advance today is being attributed to comments by a member of the Bank of England’s Monetary Policy Committee McCafferty. However, we suspect it was a news item that was used to justify the price...

sterling-pound-marketexpress-in

Carney’s Reversal Lights Fire Under Sterling

Bank of England Governor Carney said shortly after the 5-3 vote at the MPC that now was not the time to increase interest rates. Today sterling is flying. It is posting the largest gain in...

Hong-Kong-Housing-Index-marketexpress

Hong Kong Warns: Its Housing Bubble is a “Dangerous Situation”

The HK financial system is “very strong” and “can withstand an adjustment in the property market.” The Hong Kong dollar is pegged to the US dollar. Hong Kong’s monetary policy is follows the Fed’s monetary...

US-auto-loan-annualized-net-loss-index-Fitch-marketexpress-in

This Toxic Trifecta for Auto Loans is Fueling #Carmageddon

Subprime Auto-Loan Backed Securities from 2015 on track to be Worst Ever. Institutional investors that manage other people’s money grabbed subprime auto-loan backed securities because of their slightly higher yields. These bonds are backed by...

yen-thoughts-marketexpress-in

More Thoughts about the Yen

The conventional narrative is that the yen’s strength is being driven by risk. It seems to border on circular logic. If the yen is up, it must be due to investors being averse to risk,...

japan-retail-sales-marketexpress-in

Japan- Retail sales records the highest growth in 24 months

According to METI, retail sales rose by 3.2% year on year(YoY) in April 2017. The growth rate is the highest since April 2015. A breakdown of retail sales shows that a broad range of sub-sectors...

US-quant-funds-share_2017-q1-marketexpress-in

Will Quant Funds Trigger the Next Stock Market Crash?

Quant-focused hedge funds – they specialize in algorithmic rather than human trading – gained $4.6 billion of net new assets in the first quarter, and now hold $932 billion, or about 30% to the $3.1...

us-sp500-narrowing-marketexpress-in

“The Great Narrowing” of the S&P 500

Over the past 10 weeks – so since March 1, 2017 – five stocks in the S&P 500 index have gained a total of $260 billion in market value, the infamous FAANG stocks: Facebook, Apple,...

yen-etf-boj-capital-provisions-reserves-marketexpress-in

BOJ keeps mum on exit policy while silently tapering its JGB purchase

In the April 26-27 policy meeting, the Bank of Japan (BoJ) made minor adjustments to its growth and inflation outlook, but there were no changes in its generally cautious view. The BoJ sees inflation gradually...

euro-recovery-currency-marketexpress-in

Euro Recovery Continues, Posts New Six Week High; Other Currencies Mixed

Growing confidence that Le Pen will not be the next president of France following the televised debate for which two polls showed Macron doing best has lifted the euro and reduced the French interest rate...

US-commercial-real-estate-loans_2017-02-Feb-rep-marketexpress-in

Foreign Investors Pile into US Commercial Real Estate Bubble

Overall office sales in 2016 fell 7% from 2015, to $140.5 billion, according to JLL research cited by CommercialCafé, a sister company Yardi Matrix. And leasing activity was hampered by office tenants that were “reluctant to...