What’s in today’s report: Seven “Ifs” that will move this market updated, weekly market preview, weekly Economic Cheat Sheet, Trump/Xi summit appears to have been delayed till April, today markets will be focused on the Retail Sales and more.
What’s in today’s report: Why the dovish ECB isn’t good for stocks, following more disappointing economic data, Chinese exports badly missed expectations and more.
What’s in today’s report: ECB Preview, jobs report preview, Futures are drifting slightly lower following a quiet night as markets await the ECB decision later this morning, and more
What’s in today’s report: A new positive for Chinese stocks, a theory on the Copper rally, stock futures are modestly lower this morning, oil prices are down over 1% this morning, we get our first look at February jobs data with the ADP Employment Report and more.
What’s in today’s report: Understanding market multiples can be extremely important because it’s a relatively easy (and accurate) way to tell if stocks are extended both on the upside (arguably now) and downside, Futures, China’s General Services PMI fell from 53.6 to 51.1, U.S./China trade and more.
What are we talking about today: Latest on U.S./China trade, positive signs from the Bond market?, weekly market preview (jobs & the ECB), Futures, and more.
Why March will be a make or break month for the 2019 rally, Q4 GDP Report, Futures are moderately higher, Chinese shares are up 1%, Today focus will be on data as we get two important economic reports and more.
What are we talking about: Yesterday’s most important testimony (it wasn’t Cohen), Futures are modestly lower again this morning following more disappointing Chinese economic data, global growth remains a concern as the Chinese Feb. manufacturing PMI missed estimates, the U.S./North Korea summit ended early and without a substantive agreement and more.
Powell’s Senate testimony takeaways (not a dovish catalyst near term), did the Fed quietly make a long term policy change? (it means higher inflation could be coming), Futures, economic data was spare as Euro Zone money supply slightly missed estimates and more.
What a U.S. – China trade deal means for the rally, Futures are down modestly and international shares were broadly lower overnight, the German GfK Consumer Climate report was in-line with estimates and more.