What’s in today’s report: What to make of wednesday’s trade headline (that caused the selloff), Futures are little changed, the trade headline whiplash continued overnight and more…
What’s in today’s report: Clearing the fog: Where are we on the U.S.-China trade? U.S stock futures are trading lower, Trump threatened higher tariffs at a cabinet meeting yesterday and more…
What’s in today’s report: Yield curve update: Critical levels to watch, Housing market index takeaways, Futures have steadily melted higher overnight and more…
What’s in today’s report: Momentum & hope continue to fuel the rally, Weekly economic cheat sheet, U.S. futures are modestly higher, the PBOC cut a key interest rate for the first time in 4 years and more…
What’s in today’s report: The current state of U.S./China trade negotiations: Whose telling the truth? stocks or treasury yields? Why a spike in jobless claims caught our attention and more…
What’s in today’s report: Valuation update: Dangers of FOMO, Futures are slightly lower, Chinese economic data was universally disappointing and more…
What’s in today’s report: Economic breaker panel update, Global markets are trading with a moderate risk-off tone, It remains unclear whether the U.S. will offer relief on existing tariffs as part of the “phase one” and more…
What’s in today’s report: How powerful is the growth to value rotation? Is Europe a buy? Futures are edging higher, focus will be on Trump’s midday speech in NY and more…
What’s in today’s report: What’s priced into stocks at these levels? Weekly market preview, weekly economic cheat sheet, Chinese New Yuan Loans rose 12.4% vs. (E) 12.5% and more…
What’s in today’s report: Did global bond yields finally breakout? Futures are slightly lower, Economically, Chinese and German exports slightly beat estimates and more…