The Rotation Out of Tech Continues

What’s in Today’s Report: The Rotation Out of Tech Continues

Valuation Update (Better, But Not Good)

Equity Risk Premium Update – better, but not good, updated oil outlook, today focus will remain on earning and we get some notable consumer companies reporting (in addition to more banks) and more.

An Update from Dr. Copper

An Update from Dr. Copper (mildly encouraging), futures are up modestly, economically, Japanese Machine Orders badly missed expectations in November, today, the government shutdown is going to start affecting the flow of economic data as the December Retail report will not be released. To that point, concerns are starting to build about the economic headwinds the shutdown will have as it drags on, and eventually those worries will begin to weigh on stocks. and more.

Tyler Richey appeared on TD Ameritrade Network on January 15, 2019.

Tyler Richey appeared on TD Ameritrade Network on January 15, 2019. His take on oil, energy market, and more.

Brexit Vote Preview

Citi Earnings: Not a bad start to the season, Brexit “Meaningful Vote” preview, U.S. futures are modestly higher this morning, tracking gains in Asian shares thanks to chatter of further stimulus measures by the Chinese government, there are three Fed speakers today: Kashkari (11:30 a.m. ET), Kaplan (1:00 p.m. ET), and George (1:00 p.m. ET) and more.

Market Outlook (After the Bounce)

Market Outlook (After the Bounce), weekly economic cheat sheet (important first looks at January data), weekly market preview (all about earnings), futures, Chinese exports badly missed expectations and more.

Tom Essaye Quoted in MarketWatch on January 10, 2019

Tom Eassye was quote in MarketWatch on January 10, 2019. He warns clients in a Thursday note that the technicals don’t look good for stocks in the medium term, even as he sees the short-term path of least resistance going higher.