The world risks a full-blown oil shock within months

Posted by & filed under Economic Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: The world risks a full-blown oil shock within months as three geostrategic crises come to the boil and Saudi Arabia hints at US$100 crude, setting off a speculative scramble by commodity hedge funds. Source: FinancialPost.com Date: Apr 25, 2018 Link: http://business.financialpost.com/commodities/energy/oil-shock Questions for discussion: According to the article, why are oil prices likely to… Read more »

Here’s why the stock market took the China tariffs so hard

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Description: The stock market plunged Thursday in a broad selloff that analysts pinned largely on President Donald Trump’s announcement that he would impose tariffs on billions of dollars of Chinese imports. Source: MarketWatch.com Date: Mar 22, 2018 Link: https://www.marketwatch.com/story/heres-why-the-stock-market-took-the-china-tariffs-so-hard-2018-03-22 Questions for discussion: Summarize the key points in this article. How do you see markets moving… Read more »

Beg, Borrow or Steal: How Trump Says China Takes Technology

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Description: For years, American companies have complained that the Chinese government finds ways to get them to hand over their most valuable trade secrets. Those companies — which usually complain anonymously, fearing Chinese retribution — have found a sympathetic ear in the Trump administration. Source: NYTimes.com Date: Mar 22, 2018 Link: https://www.nytimes.com/2018/03/22/business/china-trump-trade-intellectual-property.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What… Read more »

On 10th anniversary of Bear Stearns’ near collapse, Senate pushes to rewrite financial regulation

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Description: Almost 10 years to the day Bear Stearns’ near collapse accelerated the worst financial crisis in generations, Congress is pushing to relax rules that were designed to prevent one from happening again. Source: CNBC.com Date: Mar 12, 2018 Link: https://www.cnbc.com/2018/03/12/on-10th-anniversary-of-bear-stearns-near-collapse-senate-pushes-to-rewrite-financial-regulation.html Questions for discussion: What is the legislation about? Why do you suppose this legislation… Read more »

Billionaires Warren Buffett and Ray Dalio agree on what to do in a volatile market

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Description: Following the resignation of Gary Cohn, the chief economic advisor to President Trump, on Tuesday, the Dow Jones industrial average fell 189 points after opening more than 300 points down. Both the S&P 500 and the Nasdaq declined as well, though the Nasdaq rebounded. Experts continue to fret that a trade war might be imminent. Source:… Read more »

Dow suddenly drops nearly 400 points

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Description: The “Fast Money” traders discuss the sudden drop in the Dow and what’s contributing to the post-close loss. Dow suddenly drops nearly 400 points from CNBC. Source: CNBC.com – video report Date: Mar 01, 2018 Link: https://www.cnbc.com/video/2018/02/28/dow-suddenly-drops-nearly-400-points.html Questions for discussion: Why did the Dow drop? Why is there so much volatility? What do you… Read more »

Three Gauges Show Prices Rising in U.S. Production Pipeline

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Description: Three measures of price pressures for American businesses showed they’re facing higher production costs, adding to evidence that inflation is creeping up in the U.S. economy. Source: Bloomberg.com Date: Feb 15, 2018 Link: https://www.bloomberg.com/news/articles/2018-02-15/empire-state-factory-gauges-show-upward-pressure-on-prices Questions for discussion: What are inflationary indicators suggesting, according to the report? How might regulators and investors respond to these developments?

How Inflation Works (or Why Your Chicken Is Going to Cost More)

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Description: It’s the worrisome byproduct of a healthy economy: inflation. Source: NYTimes.com Date: Feb 14, 2018 Link: https://www.nytimes.com/interactive/2018/02/14/business/economy/inflation-prices.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the article say about how inflation develops? How does it grow into a problem for the economy and the markets?

The Stock Market Is Worried About Inflation. Should It Be?

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Description: Is the economy at risk of overheating? The answer will depend on what really drives price increases, and what the Fed does. Source: NYTimes.com Date: Feb 08, 2018 Link: https://www.nytimes.com/2018/02/07/upshot/the-stock-market-is-worried-about-inflation-should-it-be.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the article say about inflation concerns? What is the Phillips Curve and how is it influencing thinking about inflation,… Read more »

Dow sinks 600 points: Here’s what’s behind the big drop

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Description: CNBC’s Mike Santoli discusses the volatile activity in stocks as the Dow sees a 600-point drop before the close. Dow sinks 600 points: Here’s what’s behind the big drop from CNBC. Source: CNBC.com – video report Date: Feb 02, 2018 Link: https://www.cnbc.com/video/2018/02/02/dow-sinks-600-points-heres-whats-behind-the-big-drop.html Questions for discussion: What does the report say about the 600 point… Read more »