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
Markets are closed. Enjoy this special Fox News radio piece: “The President-elect Trump bump is real” by Victoria Craig. Despite a few pullbacks, U.S. stocks are in the midst of […]
As of last Friday’s close, the Dow Industrials brandish a P/E of 18.77, the S&P 500 is more expensive at 20.97 and the Nasdaq’s P/E is 33.18. In all three […]
Equities In the case of equities, as you know, I am constructive. I am calling for the Dow Industrials to close out 2017 at 22,900. My 2017 year-end target for […]
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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.”