“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. […]
CFRA sets 12-month target, implying a 6.2% appreciation potential from the 6/18/19 close
US equity markets rallied sharply last week—due in large part to President Trump’s signaling that US/China trade talks were still on life support, not dead. His encouraging tweets in reference […]
Bad News = Good News?
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 […]
Wall Street Moment “FOMC meets amid Market Fears” on Jin10
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Only Fools
Last week’s equity market trading was dominated by trade/tariffs, economic data, and the Fed. The trade/tariffs narrative was arguably the most significant of the three in that it bled so […]
Global markets shudder as trade wars take on a political complexion
As expected, U.S. equity markets attempted to hold their respective 200 DMAs last week. That attempt was directly impacted by President Trump’s announcement on Friday that he would impose 5% […]
US STOCKS-Wall St pauses after trade tension-driven selloff Reuters
By Amy Caren Daniel May 30 (Reuters) – U.S. stocks rose for the first time this week on Thursday, as President Donald Trump said trade talks with China were going […]
European political upheaval, stalled trade talks, lower equity prices and compressed bond yields
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 […]
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 […]