Deutsche Bank spotlights energy as forecasts point to a strong Atlantic hurricane season

Deutsche Bank spotlights energy as forecasts point to a strong Atlantic hurricane season on record. The financial institution says the gulf coast refineries and offshore rigs are at risk for disruptions. The gulf region accounts for 72% of the country's oil production and 48% of its refining capacity.

Weekly Report: what happened at IXC last week (0715-0719)?

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

The Coming Rate Insensitivity

The U.S. Economy will likely be de-sensitized to interest rate cuts in the next business cycle. The United States is now in a state of fiscal dominance, says Lyn Alden Schwartzer. He says the economy is likely to be in a period of higher inflation and stagflation.

Notable ETF Outflow Detected - IXC, EOG, MPC, OKE

Weekly Report: what happened at IXC last week (0708-0712)?

Soaring debt and deficits are investors’ biggest portfolio risk - SA Sentiment Survey

July’s Sentiment Survey by Seeking Alpha is out. Soaring debt and deficits are investors’ biggest portfolio risk. Of 989 responses, 34% of investors said they see ‘soaring debt’ as the biggest risk. The most attractive commodity for investors is energy.

Scratching For Data In Determining Crude's Future Prices

Weekly Report: what happened at IXC last week (0701-0705)?

Hedge funds pick up the pace buying commodity-sensitive stocks

Energy Hedge funds pick up the pace buying commodity-sensitive stocks. Goldman Sachs: Energy and Materials were among the most net bought sectors on the US Prime book this week. Hedge funds bought energy and materials stocks at the fastest pace in five months, Goldman Sachs says. The Materials long/short ration is well below the historical average.

These are the sectors with the highest dividend forecasts, lowest probability of div cuts - UBS

Global stocks in information technology and industrials have the highest dividend weighted average forecast growth over the next 12 months. Global real estate has the lowest dividend growth forecast. Materials have the lowest probability of a dividend cut for the next year. UBS analysts say the U.S. Appears to be the safest.

Weekly Report: what happened at IXC last week (0624-0628)?

Notable ETF Outflow Detected - IXC, SLB, PSX, VLO

The TMT sector leads the largest net selling in the U.S. on record this month - GS

Is Booming Demand For AI Stocks Creating A Bubble In The Tech Sector?

Is Booming Demand For AI Stocks Creating A Bubble In The Tech Sector? The rise of artificial intelligence has led to a boom in stocks related to data centers and chipmakers. Juliana Faircloth and Evan Chen make the bull and bear case on whether this surge in demand is creating a market bubble in the tech sector.

Weekly Report: what happened at IXC last week (0617-0621)?

IXC, SLB, PSX, VLO: Large Outflows Detected at ETF

Weekly Report: what happened at IXC last week (0610-0614)?

iShares Global Energy (IXC) Shares Cross Below 200 DMA

IXC, OKE, HES, OXY: ETF Outflow Alert