What stocks fell late last week (it wasn’t China), weekly market preview, weekly Economic Cheat Sheet (important reports this week), futures and global markets are moderately higher following positive reports on U.S./China trade and the potential for economic stimulus in the EU and more.
U.S./China trade update – nothing has changed (and that’s good), why the Reserve Bank of India matters to you (and your clients), futures are modestly lower on momentum from Thursday’s declines following mixed economic data overnight and more.
Sectors to buy if this is a ’15/’16 repeat, why are global central banks turning dovish? (and is it a good thing?), what’s next for oil, futures are moderately weaker as concerns about global growth rise following more weak EU economic data and more.
Repeat of 2015/2016, futures are slightly lower as Trump’s SOTU was a non-event for markets, looking ahead to today’s Wall Street session we are likely to see more digestion as there are limited catalysts and more.
Why an “Old Wall Street Indicator” isn’t so optimistic this year, Citi’s bullish call on copper, futures are trading higher with EU shares this morning earnings, today, there is one economic report to watch: ISM Non-Manufacturing Index (E: 57.1) and there are no Fed officials scheduled to speak and more.
Why we still think stocks are in a trading range (and we’re near the top), two indicators that would make us more bullish on stocks, weekly market preview, weekly economic cheat sheet and more.
U.S./China trade update (what’s expected now and what it means for markets), futures are slightly lower as disappointing economic data offset U.S./China trade optimism, today focus will be on the jobs report but the ultra-dovish Fed has taken some of the impact away from this report and more.
Fed Takeaways – Was it a bullish gamechanger? (not yet), jobs report preview, EIA/Oil market analysis, Futures are slightly higher, Chinese January Manufacturing PMI beat estimates and more.
Pre-Fed technical update: levels to watch, why did tech lag so badly yesterday?. today, primary focus will be on the Fed with the FOMC Meeting Announcement at 2:00 p.m. ET followed by Chair Powell’s press conference at 2:30 p.m. ET and more.
FOMC preview, U.S. equity futures are little changed this morning after a generally quiet night as investors focus turns to the Fed, today, there are two, second tiered economic reports due to be released: S&P Case-Shiller HPI (E: 0.4%) and Consumer Confidence (E: 124.6), and the FOMC meeting begins which will likely bring a sense of “Fed paralysis” over the markets and more.