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EU

Buckle Up

January 6, 2020January 8, 2020 Peter Kenny

On Friday of last week, the principal driver of early morning price weakness and volatility was the death of Iranian General Soleimani at the hands of a US military drone […]

 Equities, EU, VIX

In the Media: Tencent

September 17, 2019September 24, 2019 Peter Kenny

Breaking through the patriarchal political barrier, Lagarde becomes Europe’s first female central bank governor–by Kang Lu and edited by Zhang Qingning. Original in Mandarin Lagarde accepted an interview with the […]

 ECB, EU

Bad News = Good News?

June 17, 2019June 20, 2019 Peter Kenny

My calls for caution, as it relates to US equity prices, appeared to have received a degree of confirmation at the conclusion of last week’s trading. All three major equity […]

 Equities, EU, Federal Reserve, FOMC

European political upheaval, stalled trade talks, lower equity prices and compressed bond yields

May 28, 2019May 31, 2019 Peter Kenny

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 […]

 Economy, Equities, EU

Another variable for markets to price in?

May 21, 2019May 31, 2019 Peter Kenny

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 […]

 China, Earnings, EU

US stocks trend higher, Fed Chair Powell and financials on tap this week

April 10, 2019April 11, 2019 Peter Kenny

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 […]

 Brexit, Earnings, EU, FOMC

Now Things Get Interesting – The Last Trading Week of Q1

March 26, 2019March 31, 2019 Peter Kenny

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 […]

 Brexit, China, Economy, EU, VIX

Last week’s pullback leaves equity markets vulnerable

March 10, 2019March 23, 2019 Peter Kenny

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 […]

 ECB, Economy, EU

The Specter of Knightian Uncertainties

December 11, 2018 Peter Kenny

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. […]

 Brexit, DOW, EU, NASDAQ, S&P500

FOMC, Earnings and Data

May 1, 2017May 9, 2017 Peter Kenny

Update May 8, 2017: Macron wins French presidential election amid EU relief sighs, market highs and profit taking: http://www.reuters.com/article/us-global-markets-idUSKBN184003 US equity markets did manage to post meaningful gains at the […]

 Earnings, Economy, Equities, EU, Federal Reserve, FOMC

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Kenny’s Commentary in the Media

Video

Dividend payers favored in today’s market Watch here

Video

Stocks not out of the woods, June 10, 2019 Watch here

By Chuck Mikolajczak

Wall Street Bounces as Trade Temperature Cools: “This is not a healthy bounce and it is across virtually all the major indexes. So it is an indication the momentum for U.S. equities remains biased to the downside.” Peter Kenny – Business News August 26, 2019 Read more here

US STOCKS-Stocks stall as trade enthusiasm fades –  Market News July 2, 2019 Read here

By April Joyner and Medha Singh

Updated – Wall St. rallies on stimulus cheer, trade optimism – BUSINESS NEWS AUGUST 19, 2019  Read Here

By Matt Egan CNN Business

Antitrust lawsuits against Facebook and others could blow up your portfolio, Goldman Sachs says –  June 12, 2019 Read here

Tag Cloud

Alfred E. Smith IV Apple Brexit CharliKenny China Commodities Coronavirus COVID-19 DOW Earnings ECB Ecommerce Economy Election Employment Equities Equities.com EU FANG Federal Reserve Financials FOMC Fox Business Greece Housing IPOS Japan MIdterms NASDAQ NFL NYSE Retail Reuters Russia S&P S&P500 Santa Claus Rally Semiconductor Index Shanghai Composite Tech Trade Treasuries Uncategorized Veteran's Day VIX

Dow Drops 249 Points Because Volatility Begets Volatility

By Ben Levisohn Dec. 10, 2018 12:52 p.m. ET

The clearest sign the market sell-off is all about trade

Myles Udland Markets Reporter Yahoo Finance May 24, 2019

The wild ride in the stock market is not over: trader

Peter Kenny Yahoo Finance February 12, 2018

GLOBAL MARKETS-Stocks fall as U.S. yields rise, commodities tumble

by Chuck Mikolajczak #Business News 4/23/2018

Stock market ends with losses – tech and consumer staples skid

By Ryan Vlastelica  MARKETS 4/19/2018

World shares rebound after worst week in two years

By Herbert Lash #Business News 2/11/2018

Bond yields jump as stocks ease on investor jitters

by Herbert Lash #Business News 1/31/2018

October 18, 1987-2017

Thirty years ago this week, Wall Street slid into the abyss by Chuck Mikolajczak read here on Reuters

Wall Street Legacy

Click Here for WSJ The NYSE’s 222-year Evolution

Bloomberg Radio

Taking Stock with Pimm Fox and Kathleen Hays Listen Here

Reuters Insider

In the studio with Fred Katayama 5/18/16 "Why it's time to buy financials" Watch Here

Published Articles

Barron’s

Correction/Oil/China/Volatility - Vital Signs by Vito J. Racanelli read here

CBS News Money Watch

Americans can look to another year of low energy costs- Robert Hennelly read here

Financial Times

Wall Street's Fear Gauge Falls Sharply by Adam Samson Read Here

NPR Marketplace Morning Report

12/30/15 Discussing recent market headwinds with @DavidBrancaccio Listen here

The Washington Post

U.S. stocks are finally back in the black. Here’s why investors aren’t in the clear. by Renae Merle @renaemerle Read Here

Exclusive interview by Nicole Sinclair

Obama fires another round in the war on business Watch Here Yahoo Finance

CNBC Pro

Bear Market on the Way? Here's how to trade it. by Tae Kim read here
Are Third Avenue Woes a Sign of the Next Crisis? by TAE KIM Read Here

CNN Money

92% of investors made money in March after insane 1st quarter by Matt Egan Read Here
CNNMoney: Stock market enthusiasm enters 'danger' zone by @mattmegan5 Read Here
2/12/16 Global Stocks Sink into Bear Market by Matt Egan Read Here
03/17/2016 Dow turns positive for year: Erases 2,000-point plunge by Matt Egan Read Here

Fox Business

Markets' Threshold for Geopolitical Risk is Rising by Victoria Craig Read Here
1/11: Markets Close Mixed as Earnings Season Starts by Victoria Craig Read Here
Wall Street Ends Mixed After Seesaw Session by Victoria Craig Read Here
1/8: Rally Fizzles by Victoria Craig Read Here
1/7: Wall Street Hammered by Victoria Craig Read Here
12/31: After a rocky year, the broad U.S. stock markets looked to close out 2015 by Victoria Craig Read Here
12/29: Technology & Health Care Lead Wall St. Rally by Victoria Craig Read Here
12/15: Wall Street Ahead of the FOMC by Victoria Craig Read Here
12/10: Wall Street Snaps a Losing Streak by Victoria Craig Read Here
New 1/20: Market Selloff: It Could Get Uglier by Dunstan Prial Read Here

Reuters

Wall Street the Week Ahead: Trade protection doesn’t have to exclude growth stocks

By Sinéad Carew BUSINESS NEWSMAY 24, 2019

Trade worries push down shares, oil prices, U.S. Treasury yields

By Sinéad Carew BUSINESS NEWS MAY 6, 2019

U.S. stocks extend rout as bond yields churn higher Analyst View by Reuters Staff #Business News 2/2/2018

Global stocks gain on oil boost; dollar fades vs yen by Chuck Mikolajczak read here
After Earnings Investors Turn to Data by Chuck Mikolajczak read here
Looking Ahead to Next Week - Investors Look to Fed, Earnings for Direction Chuck Mikolajczak read here
Global Markets - After the Fed Liftoff by Chuck Mikolajczak read here
Investors Look to Fed, Earnings for Direction Next Week - Chuck Mikolajczak read here
12/24: Financial sector key to final week of trading by Chuck Mikolajczak read here
Stock Splits Out - Buybacks In by CHUCK MIKOLAJCZAK Read Here

Reuters Insider Video

In the studio with Bobbi Rebell “Path of least resistance for stocks is down” Watch Here

12/9 In the studio with Fred Katayama Watch Here

Yahoo Finance

Why another government shutdown is coming and could be worse

By Peter Kenny Yahoo Finance January 29, 2018

The real reason for all those Trump bonuses

By Rick Newman Yahoo Finance January 25, 2018  

Yahoo Finance Video

Earnings season might spoil Yellen's Goldilocks announcement Watch Video Here
Fed Debated Rate Hike for April Watch Video Here
Self-driving cars are closer than you think Watch
Yahoo Finance MIDDAY MOVERS with Alexis Christophorous: Oil hit stocks again; auto sales; financial crisis era loans back. Watch
What is Driving Market Volatility? Watch

Contact Peter & Media Inquiries

Email: markets@peterckenny.com
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