Inflation is tame, stocks rumble higher
Last week saw U.S. equity markets trade higher, with all three major indices gaining ground. Leadership was once again provided by Apple, which gained 2.7%. Google also rose 3.5% last […]
Earnings
Q4 Earnings Focus on Financials
On Tuesday of last week, the international trade data for November was released and it was encouraging. As you likely remember, October’s initial reading was a better than expected $-47.2 […]
Get Ready for the World Economy’s Biggest Week of 2019 – Bloomberg
US equities posted another solid week for investors. On Friday, growth-centric indices Nasdaq Composite and Russell 2000 both gained greater than 1%. The S&P 500 added 0.7% and the Dow […]
Stock Rally From Early June Shows Signs of Fading Momentum – Marc Sutin
We find ourselves in genuinely rarified air as investors. The unemployment rate stands at a multi-decade low, unemployment among minority workers is at historic lows, and equity market indices are […]
US equity markets move smartly higher to close at record highs
The broad-based move higher by US equity markets last week was largely fueled by three factors: the perception of easing trade tensions between the United States and China, indications from […]
“The Bond Market Needs Your Attention” Marc Sutin
The driver for this week’s equity trading narrative will continue to be expectations for the Federal Reserve to accommodate investors with an interest rate cut at the next FOMC meeting. […]
Another variable for markets to price in?
US equity markets fell sharply on Monday as heightened risk-off trading took hold of investor sentiment, following through on the previous week’s setup. Tuesday through Thursday markets attempted to stage […]
Now What?
To say last week was an interesting one for investors would be putting it mildly. My repeated insistence on caution in recent notes, as it relates to US equities, was […]
Active earnings release schedule highlighted by the FOMC
US equities traded incrementally higher into record territory last week despite some weakness from recent leaders. Of particular importance for investors is last week’s positive price action, underscored by healthy […]
Earnings highlighted by FOMC
US equities traded incrementally higher into record territory last week despite some weakness from recent leaders. Of particular importance for investors is last week’s positive price action, underscored by healthy […]