Not unexpectedly, US equities took it on the chin last week. The lopsided trade lower was fueled largely by the increasingly widely shared view that US/China trade talks are not […]
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 […]
US equities closed out Q1 on a positive note on Friday with the Nasdaq posting a quarterly gain of 16.5%. Quarter-end window dressing helped lift all major equity market indices […]
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 […]
The pullback that I suggested was on the horizon in last Monday morning’s note took shape last week. All three US major market indices lost ground on every trading day […]
US markets were closed for Presidents Day. From the standpoint of the economic calendar this week, Thursday should provide the lion’s share of the economic data investors are most eager to […]
Last week’s equity market performance allowed for traders to cash out on the best four-week performance for the leading US equity market indices in years. The largely horizontal weekly move […]
Peter Kenny, founder of Strategic Board Solutions, on markets and his 2019 outlook Bloomberg running time 5:30. Hosted by Pimm Foxx and Lisa Ambramowicz.
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 […]
My stubborn insistence, outlined in this note over the past month, that U.S. equity markets would ultimately stabilize and snap back from the most recent downtrend in the near term […]