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Financial Markets before the US election and during the second COVID-19 wave

Financial Markets before the US election and during the second COVID-19 wave

October 27, 2020

On the 28th of October 2020 CIO of Blackfort Capital Dr. Andreas Bickel will  participate in the CBONDS conference and will discuss financial implications of US elections and second wave of COVID-19....

Selloff: More to come but we recommend buying the dip

Selloff: More to come but we recommend buying the dip

October 27, 2020

We have seen a 2nd leg of this pullback. Although nobody can know how far this will go further down, most analysts look at the same charts. Based on the S&P 500 the distance to the 90-day average...

Market Watch. September 2020 I

Market Watch. September 2020 I

October 27, 2020

Market Watch. September 2020 I Lower Fed rates for much longer than we ever thought Over the summer we have seen several up revisions of US GDP forecasts. The latest was from Goldman Sachs which...

The fed has delivered: More and longer rates at zero and an overshooting of inflation as key message

The fed has delivered: More and longer rates at zero and an overshooting of inflation as key message

October 27, 2020

The fed new plan is to let the economy run hot, including an overshooting of inflation. However, there are doubts if monetary policy can really achieve that. Looking at inflation for the USD and Euro...

US markets reach several new record highs – they look overbought, but they keep rising

US markets reach several new record highs – they look overbought, but they keep rising

October 27, 2020

Unprecedented times go hand in hand with unprecedented market moves. The S&P 500 for instance has after several attempts broken out of its trading range and keeps so far at new highs. This was...

Blackfort Capital AG and CBonds launched a great collaboration

Blackfort Capital AG and CBonds launched a great collaboration

October 27, 2020

Cbonds and Blackfort Capital launched a great collaboration and our analytical reports are now available on the Premium Cbonds website. A series of Blackfort Capital news releases has already been...

Are the roaring twenties back?

Are the roaring twenties back?

October 27, 2020

Dr. Ed aka Ed Yardeni from Yardeni research, a well-known US strategist, reckons in his latest blog, that due to the stimulus and the disruptive new technologies (i.e. AI; robotics 5G, etc.). we...

Too good to be true – stormy sea ahead of us – but after the storm the rally might continue

Too good to be true – stormy sea ahead of us – but after the storm the rally might continue

October 27, 2020

Last time we have written that earnings might push equity markets up. Gold might profit from low US treasury yields. Little did we know - gold and Nasdaq are both on all-time highs. The yield of 10...

Market Watch. July 2020 II

Market Watch. July 2020 II

October 27, 2020

Market Watch. July 2020 II Balance sheet recession must be fought with fiscal stimulus We are still living in a world of falling rates and extremely low government bond yields. Traditional...

Earnings might push the S&P 500 above its previous high

Earnings might push the S&P 500 above its previous high

October 27, 2020

This week around 25% of all in the S&P 500 listed companies will report earnings. Estimates are all over the place, but like this morning Pepsi, companies will on average beat the low estimates....

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