From the Author

Kenny’s Commentary provides investors, financial institutions and broadcast media with real life, objective insight as to what drives markets––helping them identify opportunity. I provide economic news, expert analysis and daily delivery on what’s influencing equity markets from a current, historical, and unfolding perspective, often presenting a contrarian viewpoint.Peter C. Kenny
Notes
Jerome Powell, FOMC Minutes and CPI
It has become abundantly clear that we have entered an era of ultra-low interest rates in much of the industrialized world. From Japan to Germany and much of Europe, negative […]
Political Headwinds Meet Technical Tailwinds – Marc Sutin
The US equity market outlook reverted back to “Uptrend Under Pressure“ last week as markets once again fell prey to themes that were decidedly not tied to our most US […]
US equity markets remain in a confirmed uptrend, but for how long?
US equity markets took the Fed’s 25 basis point rate cut and Chair Powell’s press conference in stride last week. However, the specter of risk associated with US/China trade talks […]
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What my readers say
“You are a very good analyst and the most coherent I’ve seen over many years as an outsider. Knowing very little of your precise metrics…I just get a vibe that people are feeling better, even in our industry where skepticism abounds.”
Larry Kirshbaum
Former President - Amazon Publishing“Peter Kenny of Knight, who was a great help to our efforts at the NYSE, writes a morning note for investors each day which I find among the best in the marketplace.”
Robert Zito
CEO Zito Partners Global Brand ConsultingMy “go to” read well before the opening bell.
Peter’s morning commentary concisely and sharply defines the metrics which will determine the market’s mood, momentum and direction for the trading session. If you could only read one morning market letter this should be the choice.”
Dick Grasso
Former CEO & Chairman NYSEPete – Your morning note is a must read for me, because it integrates insightful global political, fundamental and trading outlooks. I also appreciate receiving opinions from other strategists that you share, as I benefit from alternative perspectives or commentaries on areas I don’t have the time or expertise to evaluate.
Sam
Sam Stovall
Chief Equity Strategist S&P Capital IQThe majority of the daily published markets pieces are a commodity. Peter continues to differentiate himself because he’s connected to the markets, it’s been a part of his DNA his entire life and that’s what comes across. He provides me and his followers with a concise, well thought out analysis, as well as an informed opinion. There’s no cutting and pasting, it’s all Peter’s wisdom and experience. A daily must read for me to start the day.
Mark Flaherty
Former Vice Chairman, Wellington Management“Your morning note is required reading for all of the guys on my desk and provides tremendous insight into both macro and micro market themes. Your observations and insights are instrumental in our client conversations and provide a foundation to start each day. In addition, your ability to connect complicated market themes with a human element is very much appreciated.”
John Hoffman Director, ETF Institutional Sales & Capital Markets
Invesco PowerShares Capital Management LLCAbsolutely. Love it. Wonderfully written and very helpful. It’s you, Yardeni, Cashin, Nagourney and Trennert, every morning!!! And then, I’m done for the day!
Ron Insana
Former CNBC Anchor/Contributor/Author Founder Insana’s Insights“Peter, Thanks for the work on the morning notes. I see a lot of failed attempts just reiterating this up, that down however your work is explanatory, concise, global, multi asset and most importantly consistent. Thank you.”
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