Tailwinds
US equity markets posted another solid weekly performance as economic data and indications of a US/China trade deal took shape. Interestingly, as confirmation of a stage one trade deal took […]
US equity markets posted another solid weekly performance as economic data and indications of a US/China trade deal took shape. Interestingly, as confirmation of a stage one trade deal took […]
US equity markets, fueled by better than expected Q3 results from the financial sector and outperformance by the real estate, utility, and home builder sector, posted mixed results last week. […]
Fed Chair Jerome Powell scheduled to talk this Wednesday, Thursday, and Friday. Q1 Earnings season picks up steam this week with select financials reporting Q1 results Friday. US equity markets […]
Last week, US equity markets finally began to price in several variables that we have touched on in recent notes. The risk-off trade led to the worst one-week performance for […]
As is often the case with equity markets, (and life in general) when it rains it pours. The uninterrupted stream of negative headlines, both political and economic, that have rained […]
As is the case with nearly all equity market strategists, I usually look at markets through the lens of quantifiable knowledge -corporate earnings, economic data and modeling, and historical trends. […]
December 10, 2018 By Chuck Mikolajczak NEW YORK, Dec 10 (Reuters) – A gauge of global equities stumbled on Monday, as losses in Europe and Asia extended to Wall Street […]
Last week’s Thanksgiving Holiday shortened trading week was nothing short of a disaster for bulls across several asset classes including equities, and energy markets. US equity markets have continued to […]
Previously on Kenny’s Commentary: “Consider that the 10-year yield has dropped from 2.510% to 2.2320% in one month (-11.07%). Incredibly, the FOMC has raised the overnight rate twice since the […]
The wild card that could trigger volatility is the French election and much more commentary on Europe, Brexit and the EU from the Reuters Studio. Reuters Business with Fred […]