Tag Archives for: Knowledge Leaders Capital
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What Can Commodities Tell Us About U.S. Equities? (DBC)

From Steven Vannelli, CFA: Most commodities have suffered lately with the backdrop of tariffs and China's devaluation. But some have fared worse than others, and there is information content to the relative move in commodities.
NYSE:DBC August 9, 2018 6:21am

This Narrow Market Means Picking Winners Is Important (IYW)

From Bryce Coward, CFA: On a day like Monday when more than half of the US tech sector was down more than 2%, we are reminded of the benefits of diversification.
NYSE:IYW August 2, 2018 9:46am

The Emerging Markets Panic Is Overdone (EEM)

From Knowledge Leaders Capital: Recently, fears of a slowdown in global growth brought on by a trade war have led to turbulence in cyclical assets.
NYSE:EEM July 27, 2018 6:20am

Equity Investors More Concerned About Rising Inflation Than Slowing Growth

Image of business magazine with coins
From Steven Vannelli, CFA: We calculate statistics for all developed and emerging equity markets around the world. For our mid/large cap indexes, we take the top 85% of all stocks in a given region or country and convert all prices into US Dollars.
NYSE:IVV July 24, 2018 6:16am

Has The Storm Passed For Emerging Markets Yet? (EEM)

From Steven Vannelli, CFA: Stock and currency markets often take their cues from the credit markets, so we find it instructive to keep a close eye on credit spreads and credit default swaps (CDS).
NYSE:EEM July 20, 2018 6:08am

Yield Curve Inversion Is Not What it Appears (TLT)

From Steven Vannelli, CFA: There has been considerable discussion lately about the slowly inverting yield curve and what it may signal for growth prospects going forward. Commonly used as a proxy for the yield curve is the spread between 10-Year US Treasury yields and 2-Year US Treasury yields. As of this writing, the spread is 24bps, having compressed by 2bps today after Fed Chair Powell's presentation.
NASDAQ:TLT July 19, 2018 6:13am

The Inflation Story Is Alive And Well (TIP)

From Bryce Coward, CFA: In light of Fed Chairman Powell's congressional testimony, we thought it relevant to revisit the inflation story and provide yet more evidence that the trend in inflation continues to be higher.
NYSE:TIP July 18, 2018 6:23am

The U.S. Moves Closer To Oil Independence (USO)

From Steven Vannelli, CFA: The US shale boom has led to a surge in the production of crude oil, and much of this production has been exported in recent years.
NYSE:USO July 12, 2018 6:18am

The Emerging Markets Sell-Off Has Probably Gone Too Far (EEM)

Image of a globe
From Bryce Coward, CFA: Emerging market stocks have taken it on the chin so far in 2018, down 9% and unperperforming the MSCI World Index by about 8%.
NYSE:EEM July 6, 2018 8:51am

Is Chinese Yuan Devaluation Different This Time?

Image of a traditional Chinese building
From Steven Vannelli, CFA: The Chinese Yuan has fallen precipitously in the last 10 weeks raising concerns of whether China was using the currency as a weapon to preemptively mitigate looming tariffs. A 6% devaluation over the last 10 weeks is a larger move than experienced in 2015/16. The timing and magnitude of the devaluation is suspicious to say the least, coming on the heels of President Trump's ramping up trade war rhetoric.
NYSE:FXI July 5, 2018 6:07am

Capitulation Appears To Hit Emerging Markets (EEM)

From Steven Vannelli, CFA: Yesterday, someone threw in the towel on EM bonds.
NYSE:EEM June 22, 2018 6:16am

Is Oil Or China The Main Concern For U.S. Markets? (USO)

Image of oil drums
From Steven Vannelli, CFA: Talk of a trade war with China has recently dominated the discussion in financial markets, overshadowing the other major story playing out in the US economy--normalization of the energy markets. I thought I would answer the question of whether trade with China or oil was a bigger economic issue.
NYSE:USO June 21, 2018 6:26am

What Global Central Bank Tightening Means For The Markets (SPY)

global stocks
From Knowledge Leaders Capital: The big three central banks (Federal Reserve, European Central Bank and the Bank of Japan) met this week to review their monetary stance. In this mid-quarter update, we share our analysis, The Monetary Policy Pitchfork.
NYSE:SPY June 17, 2018 7:45am

Oil Inventories Undergo A Seismic Shift (USO)

us oil
From Steven Vannelli, CFA: Venezuela has experienced a collapse in oil production this year as the country sinks into chaos. Daily production is down from 1.7M barrels/day at the end of last year to just 1.44M barrels/day at the end of May. 
NYSE:USO June 14, 2018 6:15am

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