DHUnplugged #296: Market In a Funk Over Junk

December 16, 2015

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The countdown until the Fed rate decision is getting down to the last few hours. Markets seem “prepared” for a hike and then some very dovish commentary to follow. Will this cause the U.S. dollar to rally or will we see an unwind of risk assets?

On the table for discussion is the recent and massive sell-off in the junk bond sector. If history is any guide, this could be the tip of the iceberg for market volatility. Confusion remains along with some interesting investment opportunities.

dh296

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

DHUnplugged #296: Market In a Funk Over Junk

December 16, 2015

Listen Now :
Play


The countdown until the Fed rate decision is getting down to the last few hours. Markets seem “prepared” for a hike and then some very dovish commentary to follow. Will this cause the U.S. dollar to rally or will we see an unwind of risk assets?

On the table for discussion is the recent and massive sell-off in the junk bond sector. If history is any guide, this could be the tip of the iceberg for market volatility. Confusion remains along with some interesting investment opportunities.

dh296

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

DHUnplugged #295: Central Bankers GONE WILD

December 9, 2015

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It has been a wild ride for currency markets. Central banks may have actually gone too far and markets are starting to see notable price movements. Last week may have been the tip of the iceberg.

We also discuss some of the important news of the week as well as the market outlook.

dh295

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter


Charts discussed in this episode

eurosqueeze
ISM 20151201
crude2015


DHUnplugged #295: Central Bankers GONE WILD

December 9, 2015

Listen Now :
Play


It has been a wild ride for currency markets. Central banks may have actually gone too far and markets are starting to see notable price movements. Last week may have been the tip of the iceberg.

We also discuss some of the important news of the week as well as the market outlook.

dh295

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter


Charts discussed in this episode

eurosqueeze
ISM 20151201
crude2015


DHUnplugged #294: Santa or Grinch Markets?

December 2, 2015

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The end of the year is just weeks away and there is plenty of news that will shape markets. Seasonally, this is a bullish time, but we discuss some of the potential headwinds that may hinder further upside.

China’s currency was approved by the IMF in the global Special Drawing Rights basket – what implications will that have for Asian markets?

dh_santaGrinch3

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

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