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

US equity prices grind higher while Chinese equity markets languish in bear territory

We head into our Labor Day-shortened trading week with constructive economic tailwinds at our backs and a busy Washington D.C.-centric political calendar ahead of us. Among the economic data releases […]

Jackson Hole 2018

As I wrote in mid-July, I expected the 2,800 level on the S&P 500 to act as support for the market, and it has despite being tested on several occasions […]

Trade, Tariffs and Retail

This week’s economic calendar does not gather much in the way of momentum until Wednesday, with the possible exception of Tuesday’s release of Import and Export Prices. Import and Export […]

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Former President - Amazon Publishing

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CEO Zito Partners Global Brand Consulting

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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.”

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.

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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.

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Former Vice Chairman, Wellington Management

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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!

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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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Sr. Portfolio Manager, Equity Derivatives Russell Investments