Articoli con tag : walter snyder

Trade Wars II

di Stefano Fossati

A cura di Walter Snyder, Swiss Financial Consulting The recent G-20 meeting in Osaka between Donald Trump and Xi Jinping did not bring about a definitive resolution of the trade war between China and the US. Most commentators called the results of the encounter a “truce”. China was to purchase a ...

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Trade Wars

di Max Malandra

A cura di Walter Snyder, WWS Swiss Financial Consulting SA The most recent reports concerning the current trade war between China and the US indicate that negotiations have been broken off but will continue nonetheless. President Trump has applied a 25% tariff on Chinese goods that were previously s ...

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Investire in Arte

di Max Malandra

A cura di Walter Snyder, WWS Swiss Financial Consulting S.A. Investment in art has become a specialized sector, and investors have put large amounts of capital into the art market, which has its own rules and laws and manner of functioning. At first the large number of artists, works and galleries m ...

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A Christmas Rally

di Finanza Operativa

A cura di Walter Snyder, WWS Swiss Financial Consulting SA It is well-known that that the last period before Christmas has usually been kind to the stock markets and that a rally just before Christmas is likely to happen. That remains to be seen for 2018, which has not so far had a happy ending ...

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Sell a Naked Call

di Finanza Operativa

A cura di Walter Snyder, WWS Swiss Financial Consulting SA With the stock market turmoil taking its toll on FAANG stocks, it might be useful to examine what it means to sell a naked call. Experienced traders already know what this entails and can spare themselves reading further. Many retail investo ...

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Market Jitters

di Finanza Operativa

A cura di Walter Snyder, WWS Swiss Financial Consulting SA Complacency is not a winning characteristic of an investor. Several investors became complacent in 2017 because volatility was so low and had been low for a long time. Volatility lows hit records. It was therefore a real shock when February ...

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“Driving” Investments

di Finanza Operativa

A cura di Walter Snyder, WWS Swiss Financial Consulting SA Investors are confronted with difficult choices as to where to put their capital when markets are topping out, and the tipping point between stocks and bonds is distinguishable only with difficulty. Some prefer to go for ETFs in the belief t ...

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The Future of the Petrodollar

di Finanza Operativa

A cura di Walter Snyder, WWS Swiss Financial Consulting SA The ancient Romans had a different view of the future than modern man who thinks that he can see into the future. The Romans reckoned that one could see what had happened, namely the past, so one could look at the past that was in ...

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Perfect Financial Storm Warning

di Finanza Operativa

A cura di Walter Snyder, WWS Swiss Financial Consulting Financial media pushed the panic button last Wednesday and Thursday only to see a rally on Friday. It finally dawned on the hoi polloi that rising interest rates can influence markets. It has been clearly shown that the Fed has a peculiar knack ...

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More On Debt

di Finanza Operativa

A cura di Walter Snyder This Newsletter has often examined the situation of the US in relation to its burden of debt. The increase in the debt is ongoing. The US Debt Clock (www.usdebtclock.org) currently registers $ 21.509 trillion for the US national debt and rising. This figure taken by itself is ...

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3.000 or Bust

di Finanza Operativa

A cura di Walter Snyder The S & P 500 (SPY) has topped the record January 2018 high and currently stands at 2,904. With US companies planning share buy-back programmes amounting to US $ one trillion within a year, it is extremely likely to go over 3,000 before the end of 2019. The Fed will ...

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Emerging Market Debt

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting Emerging Market (EM) debt is a serious problem for the global economy. The situation becomes more complicated when a country has foreign debt denominated in US dollars. Even if the US dollar remains constant in Forex markets globally, the local com ...

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Cheaper Commodities

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting There are many reasons why commodity prices change. Supply and demand are two obvious ones, and a slowing global economy logically would entail lower commodity prices. The US dollar is another cause of price movement in the markets, and recent doll ...

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Servicing the Debt

di Finanza Operativa

A cura di Walter Snyder The US Debt Clock notes that the current expense of servicing the federal government debt of US$ 21.2 trillion is $303 billion. This means that the Treasury has been paying interest of “only” about 1.4% on the debt. The amount of money that the Treasury will be paying out ...

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Deep in Debt

di Finanza Operativa

A cura di Walter Snyder The next crisis is going to be due to debt. 2000 saw the dot-com bubble, and the Great Recession was due to subprime housing securitization. This time is different. A decade of QE, ZIRP and NIRP has resulted in misallocation of capital, which is naturally bad for capitalism. ...

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Geopolitical considerations

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting The US Congress is set to approve a defense spending bill of epic proportions to fund operations and “build up” the military. The House version is presently at $717 billion. It is obvious that a good bit of that money will be used for “offens ...

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Oil and Recession

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting Sometimes there are swift changes in the economy, and we are currently witnessing an era of ever more rapid transition. Even so oil remains the main energy source for the global economy, and the price of oil has risen. The black gold now costs  US ...

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Us Dollar vs Ruble

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting The US is waging economic war against Russia, and a real war was narrowly avoided as the US was careful not to strike Russian installations in Syria in the most recent strike.  On 12th April 2018 the US together with France and the UK shot 105 mis ...

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China in the Oil Business and Forex

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting This Newsletter has often mentioned the opening of the Shanghai oil futures market that has been postponed various times, but it looks like this time is for real and this long-awaited event is supposed to take place on 26th March 2018. This is a ga ...

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Undeclared Commercial War

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting The most recent accusations of the UK government that Russia was responsible for the poisoning of a former Russian spy form part of an orchestrated attempt to isolate Russia and justify the imposition of sanctions designed to cripple the Russian ec ...

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The Yield Curve Rises

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting        Statistics are what statisticians make them. Some numbers are more difficult to manipulate. That is why the yield on the ten-year Treasury note is an important number and charts illustrating the yield over a period of time are useful i ...

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Trump Trumped

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting President Donald Trump in his talk at the WEF (World Economic Forum) in Davos presented the US as a great market to invest in. It is true that the stock markets have continually hit new highs in 2018, but the records on Wall Street do not necessari ...

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Dollar Up, Dollar Down

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting In 1966 one US dollar was worth four Swiss francs.  In the last forty years the dollar has lost over 75% of its value against the franc. Forex traders could stand to gain from shorting the dollar as the Chinese intend to start their renminbi oil f ...

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Tell-Tell Forex and Debt

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting The US dollar is still by far the leading global reserve currency, and many market observers think that it will remain so for quite a long time. This Newsletter has predicated gloom and doom for the dollar, and now the scenario for the greenback is ...

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Snyder (Swiss Financial Consulting): “Le criptovalute sono in una bolla”

di Finanza Operativa

“Le criptovalute sono attualmente in una bolla con prezzi elevatissimi e ritengo che i governi e le autorità sovranazionali possano intervenire a bloccarle perchè sono fuori controllo, come di recente accaduto in Cina”. L’oro? “La quotazione attuale è eccessivamente bassa ...

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Recession Ahead

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting The September FOMC meeting did not result in an immediate interest rate hike, but it seems highly probable that there will be a December interest rate increase while balance reduction should start in October with further interest rates increases in ...

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The Fall of the US Dollar

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting This Newsletter has repeatedly brought the attention of readers to the situation of the US dollar and the extreme indebtedness of Washington, which now practically has a national debt of 20 trillion without calculating all the other liabilities. Pr ...

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Fed Up with Yellen

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting The latest FOMC meeting did not result in a change of interest rates but it is now clear that the Fed will insist on starting to reduce its swollen balance “soon”. It is also evident that the Fed will be able to do little in the event ...

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Price Discovery Lost

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting The definition of price discovery is “… a method of determining the price for a specific commodity or security through basic supply and demand factors related to the market” (www.investopedia.com). There are many other definitions, but they a ...

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Manipulated Markets

di Finanza Operativa

A cura di Walter Snyder, Swiss Financial Consulting Investors currently face great difficulty in trying to limit risk while desperately searching for higher yields. ZIRP and NIRP have made bonds uninteresting even as central banks continue buying up what is available on the market with the result th ...

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