Silver as an investment

Category Archives: Credit Suisse

Trump’s Job Approval Rating Drops To Record Low, Breaking Key Correlation

In the first week of February, a Credit Suisse analysis concluded that there was only one chart that mattered to markets: that of Trump’s approval rating. As the bank’s analyst Lori Calvasina wrote at the time, “US stocks have been trading closely with shifts in Trump’s favorability, as have 10 year Treasury yields… …the Dollar, […]

Credit Suisse “Climbs The Wall Of Worry”, Raises S&P Target To 2,500 From 2,350

Following bearish reports from Goldman (which tactically downgraded stocks to Neutral for the next three months just hours before the Fed rate hike), RBC and JPM’s head quant Marko Kolanovic over the past week, overnight Credit Suisse decided to take the other side of the trade and hiked its year end forecasts for the S&P500, […]

“2017 Will Be A Tipping Point” – Why Some Think This Is The Next “Big Short”

One week ago we reported that "Mega-Bears Smell Blood As Mall REITs Tumble" in which we wrote that "just like 10 years ago, when the "big short" was putting on the RMBX trade, and to a smaller extent, its cousin the CMBX, so now too some are starting to short CMBS through the CMBX. They […]

Credit Suisse: Customer Blowback Over Starbucks’ Refugee Hiring Spree Could Crush Same Store Sales

A few weeks ago we wrote about how the controversial decision of Starbucks’ CEO Howard Schultz to hire 10,000 refugees, a clear shot at the Trump administration’s immigration policies, seemingly backfired as his “brand perception” took a sudden and massive hit, a clear signal once again that coffee drinkers would prefer to not have a […]

All Eyes On Yellen After US Futures, Euro Stocks Rebound On Latest French Polls

World stocks pulled back from all time highs, and European bourses initially followed U.S. futures and Asian shares lower, however both European risk sentiment as well as E-Minis rebounded after an Odoxa poll showed Macron overtaking Le Pen in the 1st round for the first time, and that the addition of Juppe instead of Fillon […]

Are Big Banks’ Dark Pools Behind The Run-Up In Bank Stock Prices?

Bankers have sold hundreds of millions of their own stock as the market has ripped higher post-election – more than in any year of the last decade…     Which makes us wonder – are big banks' dark pools behind the run-up in their own stocks? Submitted by Pam Martens and Russ Martens via WallStreetOnParade.com, […]

“There Must Not Be A Bail In”: Germany Vows “No Debt Relief For Greece”

The standoff over the Greek debt crisis was nowhere closer to an amicable resolution on Sunday, when Germany’s deputy finance minister Jens Spahn said in an interview with German broadcaster Deutschlandfunk that Greece must not be granted a “bail in” that would involve creditors taking a loss on their loans, reiterating the German government’s opposition […]

Bitcoin Investment Risk vs Reward Calculator to Compare BTC to EUR, GBP, Gold & Stocks

After reading what is essentially Fake News about Bitcoin from Financial Times, London Business School and Credit Suisse, I have created an easy to understand metric that allows anyone to compare the risks and rewards of Bitcoin to basically any currency, commodity, stock or asset class. Here are the risk and return units over the last 6 years, […]

“It Was A Deer In Headlights Moment”: Japan Dumps Most US Treasuries Since May 2013

With the December monthly TIC data due out this week, bond traders will be closely watching if the selling of US Treasuries by foreign accounts, and especially central banks, which as we have repeatedly shown for the past several months has hit record levels…   … will persist, with a focus on whether China’s near […]

According To Credit Suisse, This Is The Only Thing That Matters To Markets

And, it will probably surprise no one, it has to do with president Donald Trump. In a report by Credit Suisse analyst Lori Calvasina, to better understand the short term performance trends seen in the aftermath of the US Presidential election, and which trades may be most sensitive to shifting winds in Washington going forward, […]