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 […]
Brexit
China’s growth slows to a 30-year low, more of the same on the horizon
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. […]
US stocks trend higher, Fed Chair Powell and financials on tap this 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 […]
Now Things Get Interesting – The Last Trading Week of Q1
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 […]
Market Uncertainty Ushers in 2019
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 […]
The Specter of Knightian Uncertainties
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. […]
GLOBAL MARKETS-Stocks extend sell-off on growth and Brexit worries – Reuters
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 […]
The Bears have Thanksgiving, while the Bulls have Christmas
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 […]
clash between globalists and nationalists is set
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 […]
What’ll trigger volatility on Wall Street
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 […]