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Category: A.M. Update

A.M. Update

07Apr

S&P futures are down -2.3%. Information on tariffs from the Whte House remains fluid and contradictory. US Commerce Secretary Lutnick...

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BrandtA.M. Update

A.M. Update – Trade War On

04Apr

Well, not every country is going to just sit back and beg for concessions and exemptions from the U.S. China...

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BrandtA.M. Update

A.M. Update

03Apr

S&P futures are down 3.7%. Global markets reacted as expected to the shock. Pre-market declines in large-cap tech names have...

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BrandtA.M. Update

A.M. Update

02Apr

S&P futures are down -0.9% ahead of today’s tariff announcements. (2m) After yesterday’s safe-haven bid, Treasury yields are little changed....

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BrandtA.M. Update

A.M. Update

01Apr

S&P futures are about the same as last night, down 0.3%. Index futures were very modestly higher earlier this morning...

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BrandtA.M. Update

A.M. Update – Tariff Rumors & News

31Mar

US index futures and global markets are lower on the last day of the worst quarter ahead of April 2nd...

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BrandtA.M. Update

A.M. Update- Core PCE Hotter

28Mar

S&P futures are down 0.45%, sliding through the overnight session. Personal income was up 0.8% in February (consensus 0.4%) and...

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BrandtA.M. Update

A.M. Update

27Mar

S&P futures are down 0.15%. Shares of US automakers and auto-parts suppliers dropped with peers in Europe also declining following...

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BrandtA.M. Update

A.M. Update

26Mar

Index futures are pretty much flat, it looks like there’s a slight bias toward value with Dow and Russell 2000...

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BrandtA.M. Update

A.M. Update

25Mar

S&P futures are up +0.25%. There’s some potentially market-moving data to get through this morning. The Conference Board’s Consumer Confidence...

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BrandtA.M. Update

A.M. Update

24Mar

S&P futures are up 1+..2%, NASDAQ up +1.5% and Russell 2000 up +1.6%. Weekend reports that President Trump is expected...

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BrandtA.M. Update

A.M. Update

20Mar

Yesterday I wrote, “I’m not incredibly moved by knee jerk reactions to the Fed, they’re often retraced.” I’ve been warning...

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BrandtA.M. Update

A.M. Update – FOMC

19Mar

S&P futures are up 0.2% ahead of the March FOMC decision today at 2:00 ET, and perhaps more importantly, the...

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BrandtA.M. Update

A.M. Update

17Mar

Index futures are mixed, from +0.15% to -0.15%, although well of lows of -0.6% earlier. Treasury Secretary Scott Bessent said...

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BrandtA.M. Update

A.M. Update

14Mar

S&P futures are up +1%% and NASDAQ 100 futures up +1.3%. That won’t be enough to take us out of...

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BrandtA.M. Update

A.M. Update – Cool PPI

13Mar

S&P futures of 0.1% lower. Earnings reports from Adobe (ADBE), UiPath (PATH), SentinelOne (S), and American Eagle (AEO) garnered negative...

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BrandtA.M. Update

A.M. Upate

12Mar

S&P futures are up 1.2%, helped in part by a benign CPI report, with Tech leading. At the White House...

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BrandtA.M. Update

A.M. Update

11Mar

S&P futures rebounded overnight — You have to love those 0ne one day over sold internals signals —  to flat...

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BrandtA.M. Update

A.M. Update

10Mar

S&P futures are down 1.4% and NASDAQ futures down 1.7%. It looks like we will be testing Friday’s low in...

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BrandtA.M. Update

A.M. Update

07Mar

The market had a fairly positive bias ahead of payrolls with semiconductor stocks higher after earnings and guidance from Broadcom...

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BrandtA.M. Update

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