Things you need to know. Mkts Surge on China data US macro data continues to be mixed Central banks maintain accommodative stance Stocks around the world SHOT out of the gate on the first day of April – leaving some to wonder – Was this an April fools joke? China macro [...]
Things you should know China PMI surprises mkts – Asian mkts surge Japan Tankan Survey continues to show weakness Eurozone inflation slows to lowest in a year US/China trade talks set to continue in DC S&P to create Golden Cross today Stocks posted their biggest [...]
Apple announcement draws sellers ( but are they real?) GS follows my lead – Downplays significance of the inversion FED Fund suggest 1 rate CUT in ’19 and 2 more in ’20 PM May Loses control of BREXIT The mkt waffled yesterday – doing nothing dramatic – [...]
Things you need to know Fed keeps rates at zero – hints at a CUT Investors confused Mkts digesting the impact Rates unchanged - Stocks and treasuries down, Fears up as Fed Chair Jay Powell warns of further economic sluggishness….Stocks – which traded as low as 2812 yesterday – spiked 30 [...]
Things you should know All eyes focused on the FED and the BoE Oil spikes higher on OPEC and Russian Cuts Trade talks? No mention at all And the US did not disappoint as they followed global mkts higher – the Dow added 0.25% or 65 pts, the S&P [...]
Things you need to know Global mkts end week in the plus column Rumors of more trade talk pushing stocks higher UK – moves BREXIT til June It was a boring day…Mkts did almost zero – by the end of the day the Dow added 7 pts while the [...]
Things you need to know - Mkt have a FOMO rally - BA ‘turbulence’ appears to have ‘stabilized’ – good for Transports & Aerospace - China macro data weak and strong - UK and EU continue exit talks Stocks BROKE out to new highs in what felt like more of a FOMO rally (Fear of [...]
2:20 PM ET Wed, 13 March 2019 Peter Boockvar of the Bleakley Advisory Group, and Kenny Polcari of Butcher Joseph Asset Management join CNBC's "The Exchange" team to discuss topics including the market. The group discusses Brexit and a possibility of a Fed rate hike.
Things to know US stocks get clobbered Uncle Mario (Draghi) slashes growth forecasts and increases stimulus Canada & Australia voice their concerns Chinese stocks PLUNGE overnight on poor trade figures – casting a pall over global mkts Stocks get CLOBBERED on Thursday, the S&P traded down to the trendline [...]
Things you need to know Trade Deficit raises the alarm bell US centric names get slammed Utilities and Treasuries – the safe haven play And the wait continues on trade So stocks continue their slide – the usual concerns over trade, mixed macro data, slowing global growth, [...]