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
pivotal FOMC Meeting
Q1 earnings last week provided a much-needed counterbalance to the recent months-long move lower in equity prices. The results posted by large-cap technology shares–Amazon, and Facebook, in particular–offered significant relief […]
Rising interest rates and energy prices provide headwinds
Last week equity markets moved decidedly in two directions. At the outset of the week, equity markets stepped smartly higher, and in the process helped to temporarily allay fears that […]
US equity markets remain vulnerable
In a perverse turn of events last week, large-cap banks reported Q1 results on Friday morning and largely beat consensus expectations for EPS and revenue growth, but fell victim to […]
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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.”
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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.
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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.
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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!
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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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