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

The Specter of “Knightian Uncertainty” reemerges

On December 11th of 2018, I wrote the following in Kenny’s Commentary: “Knightian uncertainty [which is the ‘lack of any quantifiable knowledge about some possible occurrence’] may pull markets lower yet – […]

Fed makes emergency rate cut as coronavirus spreads

By Lindsay Dunsmuir Reuters 3/2/2020 WASHINGTON (Reuters) – The U.S. Federal Reserve cut interest rates on Tuesday in a bid to shield the world’s largest economy from the impact of […]

As Investor’s Business Daily put it: “What a terrible week.”

Last week’s equity market meltdown caught investors off guard; it was painful, swift, and reminiscent of corrections past, though unique in some respects. With that carnage as a backdrop, and […]

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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 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 Grasso

Former 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

Sam Stovall

Chief 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 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 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 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.”

Scott Maidel, CFA, CAIA, FRM

Sr. Portfolio Manager, Equity Derivatives Russell Investments