Author: Minter Markets

Afghanistan and Green What we are seeing play out in Afghanistan is tragic and disturbing. If we put aside the argument on why the U.S. has been imbedded there the…

A Few Things that Make Sense Looking at what is going on in the markets as we await the U.S. inflation data in an hour, there are a few things…

Post Vacation Thoughts Having returned from 2 weeks vacation there are many interesting things to focus on in the markets. The key areas to focus on are: Global politics Central…

Something, But Really Nothing! A week ago as I was going on vacation I said two what seemed like very contradictory things to our clients:I expected little to happen in…

A Few Thoughts Before Vacation We at Minter had been expecting that the end of June to end of July market action would be highlighted by range trading for the…

Bumps In The Road! Everything is looking very positive as we hit the middle of July and earnings season kicks off today in the U.S. with banks opening up the…

Commodity Update When we want to build a view on where commodities are headed, it is almost a necessity to have a view on the USD.Historically commodities and the USD…

Equity Index Overview We get more and more requests from clients looking for input on idea in equity indices. Both for trading ideas, but also for possible risk reduction against…

Is It Growth, Inflation or the Delta? As the week comes to a close, we are trying to decide what will drive the market moves in the next few weeks…

Longer Term Charts (keep an eye on these) We feel like we know the main focus points for markets for the coming weeks:Fed reaction function to incoming employment and inflation…