On Your Mark
Trading volume last week was, not unexpectedly, very light. All three major U.S. equity market indices remained in-trend – closing out the holiday shortened week marginally higher. On Thursday, the […]
S&P
Love Infrastructure, Heavy Construction for 2020: Kenny’s Commentary on Bloomberg (Radio)
December 20, 2019 — Peter Kenny, Founder of Strategic Board Solutions, making the calls on markets and tailwinds. Hosted by Lisa Abramowicz and Paul Sweeney. Running time 07:29 Play Video
It wasn’t the cut, it was the message
A tepid start to the week led to a washout for US equity markets last week. Price performance across all three major equity market indices was highlighted by the fact […]
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 […]
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 […]
Fear Gauge Slips
As indicated by the charts below, all three major US equity indices managed to trade higher in the early going last week – following the previous week’s panic-induced sell-off. However, […]
Sweden’s national elections held, the EU rattled as nationalists gain ground
August’s Employment Report, released Friday, provided additional data-centric support for the long running narrative that speaks to sustainable economic expansion and the likelihood of higher equity prices in coming months. […]
Jackson Hole 2018
As I wrote in mid-July, I expected the 2,800 level on the S&P 500 to act as support for the market, and it has despite being tested on several occasions […]
The first half of the year wraps this week with trade storm clouds on the horizon
Last week’s OPEC meeting provided for some interesting trading in energy markets, particularly on Friday. The production deal signed off on by OPEC on Friday allows for a nominal boost […]
U.S. Equities Not Out of The Woods Yet (2.0)
Last week’s note, sent to subscribers on Monday morning, was apparently quite aptly titled: US Equities Are Not Out of The Woods Yet. After posting a robust rally of 399 Dow […]