The S&P rallied nicely Friday on a strong employment report, and surprisingly so; that eliminates the likelihood of a 50-bps rate cut in November. For us, if we're the Fed, and employment is that str…
Market preview & Fed possiblities as jobs numbers are releasaed today; anecdotal evidence that small businesses are making more credit inquiries to banks: A prelude to more growth? The Longshoreman's…
A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are retesting support, and if it cannot hold, will…
Markets sold down over 1%, but then rallied towards the end of the day with institutional buyers, which has been the markets' nature of late. There is still good buying demand. Markets have retested …
A brief recap of the VP-debate; market futures are lower in search of a catalyst, and dislike the uncertainty preceeding an election. Markets have pulled backk thanks to investor exhaustion; Oil pric…
Markets sold off in a pullback of investor exhaustion, and the first crack in an upward trend, on the back of the Israel/Iran hostilities' acceleration. The 20-DMA will be the first test of support f…
It's a big news week: The Dock Workers' strike has begun, Israel is launching a land assault into Lebanon, and celebrity deaths (Pete Rose, Kris Kristofferson) top the news. And Jimmy Carter turns 10…
Markets ended the month of September trading in negative territory for much of the day. Institutional end-of-the-quarter buying at the end of the day boosted stocks to close higher on the day. On a s…
The last day of September brings the end of the month, end of the quarter, and a preview of the next round of corporate earnings. So far, no evidence of recession is appearing. Regardless of your inv…
Earnings season begins tomorrow, and the stock buyback window closes until the end of October. There's really nothing wrong with the markets following August's correction. Markets are getting very ov…
Jonthan & Jonathan stand in for Danny & Rich with a preview of today's PCE report, and inklings of dissent within the Fed on the latest rate cut. The handwriting is on the wall for Savers; time to re…
Plenty of things to move markets this week, including economic numbers and multiple Fed members' commentaries on why they did what they did last week. Are there more cuts to come? Millennial Earnings…
The markets; short term "Cup & Handle" formation was confirmed on Wednesday, which is a technical expression of markets' bullishness. Such usually leads to higher stock prices, leading analysts to pr…
Could the S&P hit 6,000 by the end of the year? Some prognosticators are saying so, hyped on exuberance, but consumer confidence is suggesting otherwise, and the foreshadowing is not great for the Wh…
Markets are pretty bullish, short term: Technically speaking, last year's "Cup & Handle" formation suggested markets would go higher this year, which is exactly what happened. That same formation has…
Oil prices conitnue to weaken in the face of optimism from analysts now forecasting an 18% gain in earnings in 2025. One of them is wrong. Lance and Jonathan discuss market clarity, Fed rate cuts, an…
Oil prices have rallied and are becoming over bought, but remain weak overall. This decline in oil prices is undermining some of the more exuberant outlooks for earnings, going into the fourth quarte…
We're entering the last-half of September, which is typically the weaker period of an already, traditionally weak month in the markets. Earnings seasons is about to beging, and Q3 estimates have alre…
Markets fluttered on Friday, ending right where they started. An unusually large options expiration cluster added volatility. There were two bullish standouts: Markets held on to the breakout level e…
Was the Fed's 50bps rate cut a "calibration?' We are still not at the Feds target for unemployment; the Fed's action was in response to conditions, not to help anyone politically. What will the Fed d…
00:46:12 |
Fri 20 Sep 2024
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