Matt Weller Blog | Talkmarkets | Page 1
Experienced Portfolio Manager | CFA and CMT Charterholder
Contributor's Links: Faraday Research

Matthew is a portfolio manager (US Equities and FX) at Faraday Research where he is responsible for the production and management of US Real Time Trader (large-cap US Equities) and US FX Daily (G10 currency pairs) products. Subscribers include some of the world's leading brokerages and ... more

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Week Ahead In Oil: Earnings Season Will Provide Clues About Demand
The US earnings season is beginning to provide some useful glimpses into where real oil demand is positioned.
USD/CAD Testing Key Support At 1.3140 Ahead Of Razor-Thin Canadian Election
With the major candidates polling neck-and-neck on the eve of the election, and a minority government likely in either case, USD/CAD is poised for elevated volatility in the coming week.
JP Morgan Stands Out Among Big Banks’ Earnings Reports
For traders anticipating the worst, this morning’s bank earnings onslaught was not as bad as feared.
Why Bears May Want To Be Cautious On The Dollar Index Breakdown
Friday’s risk-on trading session prompted traders to sell the greenback, prompting the US dollar index to break down from its four-month rising wedge pattern.
Is Bitcoin’s Rally For Real Or Is Ethereum A Better Bet?
Yesterday, the SEC officially rejected a proposal for a Bitcoin ETF from Bitwise Asset Management. Bitcoin has taken the news in stride, with prices holding steady at a two-week high near $8500.
S&P 500 Earnings Season Preview: Risks Abound!
Regardless of what happens in the short term, the long-term driver of stock market returns will always be earnings…and heading into the Q3 reporting season, earnings expectations are downbeat.
NFP Preview: Another Weak Report Could Cement A Fed Rate Cut This Month
The Non-Farm Payrolls report is significant because of how it impacts monetary policy. In other words, the Fed is the “transmission mechanism” between US economic reports and market prices
AUD/USD Hits Lowest Level In A Decade – More To Come?
The Aussie has now reversed its entire rally from the first half of September against the US dollar, and AUD/USD even peeked to its lowest level since March 2009, the depths of the Great Financial Crisis.
Gold Rolling Over – What Are The Next Key Support Levels To Watch?
Gold’s uptrend has lost momentum over the last six weeks, with prices unable to make much progress through the mid-$1500s.
Crude Oil: Iran The New Hotspot As Saudi Supply Shock Spike Erased
Less than two weeks ago, strikes on Saudi oil fields took out 5% of the world’s total production, causing oil prices to spike nearly 20%. Today, oil prices officially erased the entirety of that surge.
Is It Time To Start Watching USD/CNH Again?
The US dollar continues to put in higher highs and higher lows against China’s currency.
Gold: Is The Uptrend Ready To Resume After A Healthy Correction?
After a stellar 7% rally in June, gold has tacked on another 9% so far this quarter with prices peaking at a 6.5-year high above $1550 at the start of this month.
FOMC Recap: “Hawkish Cut” Confirmed As Most Fed Members Don’t Expect Another Cut This Year
Powell will no doubt have to field questions about the ongoing turmoil in the money markets and the Fed’s plans to address it.
FOMC Preview: Repo Wreckage Unlikely To Derail Fed’s Plans For Aa 25bps Cut
Despite growing pressure from President Trump, the market-implied odds of a 50bps double rate cut at today’s Federal Reserve meeting have fallen to essentially 0%.
US Energy Stocks See Largest Rally Of The Year On Saudi Drone Strikes
While today’s move is impressive, it notably trails the nearly 15% rally in oil prices and has only been enough to take the XLE ETF back to the levels where it was trading back in late July.
Growth Stocks Clobbered: A Changing Of The Guard To Value?
Growth stocks (IWF) have underperformed value stocks (IWD) by 2.8% this week alone. If it holds through the rest of the trading day, this would mark the biggest shift in favor of value stocks since the Great Financial Crisis in 2009.
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