Profile

Cover photo
Hiroshi Hishida
Works at North Star Capital Management
Attended University of Oregon
Lives in Burlingame, CA
473 followers|206,357 views
AboutPostsPhotosVideos

Stream

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index decreased by 1.68% percentage points to 3.11%.  The Daily Coincident Index is at 2.97%

With 97% of the S&P 500 reporting earnings, as reported full year earnings are down 4.13% compared to full year earnings last quarter.   

Stock prices took a big hit this week over concerns of a slowdown in China.  Oil fell below $40 a barrel for the first time since 2009.  Bond prices were mostly up.  The Fed Funds futures are implying a 60% chance of a rate hike by December with an implied rate of 0.44% (down from a 72% chance last week and an implied rate of 0.50%) according to data compiled from CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) remained at 2.54%.  The Leading Indicator for International Emerging Markets (EEM) fell to 3.08%.  

I have posted some charts reviewing last week.

 http://northscm.blogspot.com/2015/08/charting-last-week-817-82115.html
1
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Leading Indicator for International Developed Markets (EFA) is at 2.51% and is 0.09% percentage points higher than last month.  The Leading Indicator for International Developed Markets (EFA) has now risen for eight months in a row after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) fell to 3.18%.

The OECD released their Leading Indicators for most major countries yesterday.  10 of the 20 countries in the Developed Markets had increasing Leading Indices.  The Leading Indices decreased for 10 out of 15 countries in the Emerging Markets.

I have posted some graphs on my blog:

http://northscm.blogspot.com/2015/08/international-leading-indicators-august.html
1
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index increased by 0.59% percentage points to 4.60%.  The Daily Coincident Index is at 3.44%.

With 73% of the S&P 500 reporting earnings, as reported full year earnings are down 1.94% compared to full year earnings last quarter.   
Stock and bond prices were up across the board for the week.  The Fed Funds futures are implying a 55% chance of a rate hike by December with an implied rate of 0.40% (down from a 57% chance last week and an implied rate of 0.43%) according to data compiled from CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) decreased by 0.04% percentage points to 2.41%.  The Leading Indicator for International Emerging Markets (EEM) fell to 3.14%. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/08/charting-last-week-727-73115.html
1
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index decreased by 0.07% percentage points to 3.98%.  The Daily Coincident Index is at 3.44%.

With 49% of the S&P 500 reporting earnings, as reported full year earnings are down 2.08% compared to full year earnings last quarter.  This is largely due to the energy sector.  Excluding the energy sector earnings are still up.

Stock prices were down for the week.  Bond prices were mostly up for the week.  The Fed Funds futures are implying a 57.1% chance of a rate hike by December with an implied rate of 0.426% (up slightly from a 57.0% chance last week and an implied rate of 0.424%) according to data compiled from CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) is at 2.34%.  The Leading Indicator for International Emerging Markets (EEM) rose to 3.15%.

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/07/charting-last-week-720-72415.html
1
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index decreased by 0.07% percentage points to 4.58%.  The Daily Coincident Index is at 3.35%. 

Stock prices were mostly up for the week despite a lot of volatility.  The big exception was Emerging Markets which was down 3.4% for the week and is now down over 10% year over year.  The Greek stock market is down 59% year over year.  The Chinese stock market has lost a third of its value since June but is still up year over year.  The Fed Funds futures are implying a 50% chance of a rate hike by December with an implied rate of 0.38% (up from a 47% chance last week and an implied rate of 0.37%) according to CME Group's FedWatch tool.   

The OECD released their Leading Indicators for most major countries on Wednesday.  11 of the 20 countries in the Developed Markets had increasing Leading Indices.  The Leading Indices decreased for 9 out of 15 countries in the Emerging Markets.  The Leading Indicator for International Developed Markets (EFA) is at 2.42% and is 0.09% percentage points higher than last month.  The Leading Indicator for International Developed Markets (EFA) has now risen for seven months in a row after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) fell to 3.38%. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/07/charting-last-week-76-71015.htm
1
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index decreased by 0.29% percentage points to 4.65%.  The Daily Coincident Index is at 3.43%. 

Stock prices took a hit earlier in the week after Greece rejected a cash for reform proposal.  The stock market recovered some of the losses mid-week.  The Fed Funds futures are implying a 47% chance of a rate hike by December with an implied rate of 0.37% (down from a 57% chance last week and an implied rate of 0.42%) according to CME Group's FedWatch tool.   

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/07/charting-last-week-629-7215.html
2
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index increased by 0.86% percentage points to 5.15%.  The Daily Coincident Index is at 3.17%. 

US stock prices were up for the week while International stocks were down.  Bond prices were up for the week as expectations for a rate hike were pushed back approximately a month after the Fed's June Meeting this week.  The Fed Funds futures are now implying a 50 percent chance of a rate hike by December with an implied rate of 0.38% (down  from a 68 percent chance last week and an implied rate of 0.50%) according to CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) increased by 0.07% percentage points to 2.33%.  The Leading Indicator for International Emerging Markets (EEM) is at 3.77%.  

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/06/charting-last-week-615-61915.html
1
Add a comment...
In his circles
1,518 people
Have him in circles
473 people
Kirill Klip's profile photo
Kris Sayce's profile photo
Kiki Malone (kikimalone13)'s profile photo
Johnny Bautista's profile photo
Hashmeta Singapore | Social Media Agency | Digital Marketing Agency's profile photo
Ted DeCorte's profile photo
Jack Stanley's profile photo
JOHN HUME's profile photo
Roger Meyers's profile photo

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index decreased by 0.05% percentage points to 4.79%.  The Daily Coincident Index is at 2.97%. 

With 93% of the S&P 500 reporting earnings, as reported full year earnings are down 4.32% compared to full year earnings last quarter.   
US stock prices were up for the week while International stock prices were down.  China devalued their Yuan this week causing some volatility in the markets.  The Fed Funds futures are implying a 72% chance of a rate hike by December with an implied rate of 0.50% (up from a 64% chance last week and an implied rate of 0.45%) according to data compiled from CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) increased by 0.06% percentage points to 2.54%.  The Leading Indicator for International Emerging Markets (EEM) fell to 3.11%.  

I have posted some charts reviewing last week.

 http://northscm.blogspot.com/2015/08/charting-last-week-810-81415.html
1
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index increased by 0.24% percentage points to 4.84%.  The Daily Coincident Index is at 2.87%. 

With 90% of the S&P 500 reporting earnings, as reported full year earnings are down 4.28% compared to full year earnings last quarter.   
Stock and bond prices were down across the board for the week with the exception of Long Term Treasuries which were up 1.7% for the week and are now up 10.3% year over year.  The Fed Funds futures are implying a 64% chance of a rate hike by December with an implied rate of 0.45% (up from a 55% chance last week and an implied rate of 0.40%) according to data compiled from CME Group's FedWatch tool.  
I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/08/charting-last-week-83-8715.html
2
RAUL VELASCO's profile photoHiroshi Hishida's profile photo
2 comments
 
Hola amigo...Greetings from America.
 ·  Translate
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index decreased by 0.53% percentage points to 4.05%.  The Daily Coincident Index is at 3.51%.

Stock prices were up for the week.  The Nasdaq 100 was up 5.5% for the week led by Google which was up 16% on Friday after posting strong earnings.  This was an increase of $65 billion in market cap, the largest one day dollar change in history. The $65 billion gain in market cap is bigger than the valuations of over 400 companies in the S&P 500.  The Fed Funds futures are implying a 57% chance of a rate hike by December with an implied rate of 0.42% (up from a 50% chance last week and an implied rate of 0.38%) according to data compiled from CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) is at 2.34% and is 0.08% percentage points lower than last month.  The Leading Indicator for International Emerging Markets (EEM) fell to 3.13%. 

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/07/charting-last-week-713-71715.html
2
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Leading Indicator for International Developed Markets (EFA) is at 2.42% and is 0.09% percentage points higher than last month.  The Leading Indicator for International Developed Markets (EFA) has now risen for seven months in a row after falling steadily for ten months.  The Leading Indicator for International Emerging Markets (EEM) fell to 3.38%.

The OECD released their Leading Indicators for most major countries today.  11 of the 20 countries in the Developed Markets had increasing Leading Indices.  The Leading Indices decreased for 9 out of 15 countries in the Emerging Markets. 

I have posted some graphs on my blog:

http://northscm.blogspot.com/2015/07/international-leading-indicators-july.html
1
Add a comment...

Hiroshi Hishida

Shared publicly  - 
 
The Daily Leading Index decreased by 0.21% percentage points to 4.94%.  The Daily Coincident Index is at 3.43%. 

Stock prices were down slightly for the week while bond prices took a bigger hit.  The Fed Funds futures are implying a 57% chance of a rate hike by December with an implied rate of 0.42% (up from a 50% chance last week and an implied rate of 0.38%) according to CME Group's FedWatch tool.   

The Leading Indicator for International Developed Markets (EFA) increased by 0.09% percentage points to 2.42%.  The Leading Indicator for International Emerging Markets (EEM) is at 3.90%.  

I have posted some charts reviewing last week.

http://northscm.blogspot.com/2015/06/charting-last-week-622-62615.html
2
Add a comment...
People
In his circles
1,518 people
Have him in circles
473 people
Kirill Klip's profile photo
Kris Sayce's profile photo
Kiki Malone (kikimalone13)'s profile photo
Johnny Bautista's profile photo
Hashmeta Singapore | Social Media Agency | Digital Marketing Agency's profile photo
Ted DeCorte's profile photo
Jack Stanley's profile photo
JOHN HUME's profile photo
Roger Meyers's profile photo
Education
  • University of Oregon
    Finance, 1989 - 1994
Basic Information
Gender
Male
Story
Tagline
Helping clients navigate the turbulent business cycles...
Work
Occupation
North Star Capital Management: Investment Advisor helping clients navigate the turbulent business cycles.
Employment
  • North Star Capital Management
    Investment Advisor, 2011 - present
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Burlingame, CA
Links