Tag Archives: S&P500

China Rising: THE MARKET for Exports

We thought these charts of export markets from Barclays Capital to be very illustrious of the dynamic changes taking place in global trade.  China is becoming a larger export market than the U.S. for many countries, including Australia, Brazil, Korea, … Continue reading

Posted in BRICs, China, Equities, Geopolitical, Policy, Politics | Tagged , , , , , , , | 4 Comments

The Historic 17%/50-day Rally. What’s Next for S&P500?

Only twelve times in the past fifty years has the S&P500 experienced a 17 percent rally in just fifty trading days with the most recent peaking on November 5th.   This surprised us as it sure didn’t feel like we were … Continue reading

Posted in Equities | Tagged , | Leave a comment

Apple Needs “Big Mama” Beat to Keep the Markets Rolling *

Apple reports after the bell on Monday and we think this event will determine the direction of the risk markets over the next few weeks.  Given its recent and historic run-up into earnings, the company will have to beat estimates … Continue reading

Posted in Equities | Tagged , , , | 12 Comments