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

A Top for Crude Oil OPEC in Vienna

US equity markets moved incrementally higher and further into record territory in Black Friday’s abbreviated session with the Nasdaq, S&P 500 and Dow Industrials ticking higher. Volume, as expected, contracted […]

The Table is set for Retail

US equity markets, with the support of solid economic data and a very constructive Q3 earnings season, remain on solid ground as they hover close to record highs. Highlights from […]

So what could go wrong this week?

Given the remarkably constructive landscape investors find themselves immersed in, what could go wrong? In short, nothing that is evident. However, all of this week President Trump is in Asia […]

See More Notes

As Seen On…

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