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
Expect some window dressing this week but keep a close eye on rates
Are we at that point in this cycle where good news is bad news? For the better part of the last six weeks, better than expected economic data has been […]
What is going to Happen Next? Maybe that is the wrong question – Jordan Kimmel
Over long periods of time one would expect to see the stock market to continue to provide better returns than the fixed income market. What will have the best return […]
With Q1 wrapping up in the coming days, so will any remaining Q4 2020 earnings reports. Q4 results were significantly stronger than the street had been expecting. In fact, according […]
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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 KirshbaumFormer 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 ZitoCEO Zito Partners Global Brand Consulting
My “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 GrassoFormer CEO & Chairman NYSE
Pete – 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 StovallChief Equity Strategist S&P Capital IQ
The 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 FlahertyFormer 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 MarketsInvesco PowerShares Capital Management LLC
Absolutely. 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 InsanaFormer 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.”