Matt Weller | TalkMarkets | Page 21

Matt Weller

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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321 to 336 of 378 Posts
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NFP Recap: “Goldilocks” Report For US Stocks As Jobs Surge But Wages Languish
Friday, March 9, 2018 10:52 AM EDT
The absolute quantity of jobs continues to grow for going on seven and a half years, but the quality of those jobs has not seen a commensurate improvement.
In this article: UUP
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Powell’s Hawkish Hint Hurts Stocks, Boosts Buck
Tuesday, February 27, 2018 12:23 PM EDT
Powell’s prepared remarks were notably short and generally optimistic, setting the tone for a similarly upbeat assessment of the US economy in the question-and-answer component of his testimony.
In this article: UUP
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Rising Rates Wreck REITs
Friday, February 23, 2018 1:09 PM EDT
Since the first iteration of the Federal Reserve’s Quantitative Easing (QE) program were announced nearly a decade ago, traders have been calling for an end to the 35-year bull market in US bonds (i.e. falling yields).
In this article: XLRE
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S&P 500: Have We Seen A Near-Term Bottom?
Tuesday, February 13, 2018 1:37 PM EDT
The S&P 500 is currently trading down by just about 1% on the year after Monday's bounce.
In this article: SPX
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The Short Volatility Trade Implodes - A "2018 Flash Crash" Post-Mortem
Tuesday, February 6, 2018 12:13 PM EDT
After yesterday's shocking implosion in the stock market, many US traders were no doubt surprised to see the sunrise this morning.
In this article: XIV(RETIRED), VIX, DJI
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NFP Reaction: Wages Wages Wages!
Sunday, February 4, 2018 10:09 PM EDT
The acceleration in wage growth increases the likelihood that the Fed will be more aggressive in hiking interest rates (by potentially four times this year for instance); markets reacted accordingly.
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US Stock Market Rally Just As Strong "Under The Hood" As It Is On The Surface
Wednesday, January 24, 2018 11:33 AM EDT
Far from being "breaking news", the consistently strong performance of the major US (and international) equity indices is taken for granted by everyone from the richest hedge fund manager to my retired grandmother.
In this article: SPX
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How I Learned To Stop Worrying And Love The Government Shutdown
Saturday, January 20, 2018 11:00 AM EDT
The 2013 government shutdown did little to interrupt the established trends in either the S&P 500 or the US dollar. After an initial period of weakness, both assets rallied, though it's worth noting that the buck sold off once agreement was reached.
In this article: SPX Also: UUP, UDN, SPY
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Could 2018 Be The Mirror Image Of 2017 For The Greenback?
Saturday, December 16, 2017 7:27 PM EDT
2017 has been a brutal year for US dollar bulls. As of this writing, the world's reserve currency has fallen against every one of its major rivals on the year, losing a staggering 12% against the euro and over 8% versus the British pound.
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Sector Showcase: Subdued Bond Yields Continue To Cap Financials
Wednesday, November 15, 2017 4:53 AM EDT
As long as the 10-year treasury yield remains in this year's well-trodden 2.1-2.6% range, financial stocks may struggle to excel, at least relative to the broader market.
In this article: XLF Also: SPX, XLP, XLU
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Dollar Index: All Eyes On 94.00
Tuesday, November 7, 2017 1:15 PM EDT
With the greenback rallying again today, the world's reserve currency is on tap for its highest close in nearly four months.
In this article: UUP
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Market Drama Hits A Fever Pitch As Trump Narrows Fed Chair Shortlist
Wednesday, October 18, 2017 4:22 AM EDT
President Trump's long selection process to identify the next Fed chair has increased the drama to record levels.
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Year-To-Date US Sector Performance Shows No Yellow Flags Yet
Tuesday, October 3, 2017 2:04 PM EDT
Economically-sensitive sectors technology, material, and energy stocks tend to outperform the stock market in a healthy uptrend.
In this article: XLE, XLF, XLI, XLK, XLU
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Sector Showcase: "Tech Wreck" Reveals Under-the-surface Shift In US Stocks
Wednesday, September 27, 2017 4:06 AM EDT
The SPDR technology sector ETF, XLK, dropped by more than 1% yesterday, dragged down by previously high-flying stocks like AAPL, MSFT, FB, and GOOGL.
In this article: XLK, SPY, AAPL, META, MSFT, GOOGL, IJR, IUSG, IUSV
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Materials Are Heating Up, Led By Lithium And Rare Earth Metals
Wednesday, September 20, 2017 5:10 AM EDT
Often seen as a proxy for budding inflation pressures, materials stocks have been particularly strong over the last month, with the sector ETF (XLB) tacking on more than 5% over that period.
In this article: XLB Also: FMC, LIT, REMX, SQM, ILKAF, TROX, TSLA, PILBF
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Gold Coils Ahead Of Jackson Hole
Friday, August 25, 2017 7:39 AM EDT
A battle between gold bulls and bears is taking place just below year highs and the upcoming Jackson Hole Symposium could be the catalyst for a big move.
In this article: GLD
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321 to 336 of 378 Posts
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