Robert Savage Blog | Talkmarkets | Page 1
CEO at CCTrack Solutions
Contributor's Links: CCTrack Solutions Track.com

Mr. Robert Savage is the Chief Executive Officer of CCTrack Solutions. He is also the Chief Executive Officer, Editor-in-Chief and Head of Research of Track.com, an online platform for investment research and market ideas. He joined FX Concepts as COO and Chief Strategist when Track.com was ... more

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E Markets: Expectations
The Friday rules for trading are in play with little but a Fed monetary policy conference to consider and more earnings.
E Markets: Avalanche
When there is too much information to sift through and analyze, many search for the one or two stories to cling to and ignore the rest.
E Markets: Goldilocks
The Powell Put will be in play today. The market is going to focus on the FOMC and the balance sheet run down is where many see the biggest risk.
E Crypto Markets: Observations
The price action Tuesday - near $4000 - is a sign of BTC returning to alternative money catching up to gold. But there are cracks in the price action.
E Markets: Grinding
Markets can be a bit like a Grist Mill, grinding out returns requires energy and only those with the right technology find it palatable or long-term sustainable.
E Markets: Sanguine
The S&P 500 futures are off 0.05% but this is a US holiday so markets remain thin. The S&P 500 was up 1.09% Friday.
E Markets: Windmills
We maybe tilting at windmills as the relentless rally up in risk in the last week for US equities begets ever more analysis as to why markets react to policy and economic data as bulls beat bears.
E Mixed Messages
There are mixed messages in the data and the headlines. Markets are preparing for more US data as well after the weaker US retail sales left many rethinking the Goldilocks story for markets.
E More Time
The S&P 500 futures are up 0.3% after a 0.3% gain yesterday. The Stoxx Europe 600 is up 0.45% with gains in industrials. The MSCI Asia Pacific fell 0.1%.
E No Doves
If you prove you aren’t a hawk, that doesn’t make you a dove. This is the logical biconditional problem for central bankers. Today was about the RBNZ and Riksbank not being dovish and so assumed to be hawkish.
E Yin And Yang
The good beat the bad headlines today driving another rally up in risk with hope for a US/China trade deal continuing in the background and a tentative US political deal for funding the border security, thus keeping the government open.
E More Returns
The long-line of unwanted gifts returned after the holidays has already happened in the US and Europe, but for China its another story.
E Markets: Retrenchment
The week ahead brings more US/China trade talks, more central bank meetings, more Brexit political moves as May presents Plan C and more hopes for a US Trump/democrat deal on the border wall even as talks breakdown over the weekend.
E No Plans?
The yield curves in Europe are telling us something about the future as the negative yields in Germany creep out from 5-years to 9-years.
E Markets: Hell
The road to hell is paved with good intentions. Markets are on this path as hope for owning risk starts with the best plans from political leaders and central bankers.
E Free Speech
Talk is supposed to be cheap but the words and time used to understand such are dear. The price of freedom is not free. Last night was about the Trump State of the Union Address and the RBA Governor Lowe Year Ahead speech. Both moved markets.
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