Market Update – Not Just Geopolitical Concern
2:17 p.m. ET The averages have moved to session lows recently after reports that Israel’s Air Force has finished its...
Early Update
Stocks got off to a decent start on modest relief rally, then the WSJ commented, “U.S. and Western officials anticipate...
A.M. Update
S&P futures are up +0.75%. The positive bias is related to relief that Iran’s attack on Israel didn’t cause any...
Afternoon Update – A Bigger Inflation Problem
Today’s focal point is potential, if not probable, mid-east conflict with Iran expected to attack Israel. I talked a little...
Early Update – Geopolitical Risks
11:44 a.m. ET I’m still off to a slow, weak and wonky start, but I’m getting there and we’re on...
A.M. Update
Good morning. The market put in a decent showing yesterday, even though the government run BLS’s PPI report was Banana...
*Note to Subscribers
Hey everyone, this is Jennifer, Brandt’s partner. He asked if I could reach out to give you heads up as...
A.M. Update
S&P futures are up +0.1% following PPI & Weekly Initial Jobless Claims. They were down -0.5% at 8 a.m. Total...
Daily Wrap – HOT CPI and PPI Up Next
Stocks logged sizable declines and Treasuries settled with sharp losses following a hotter than expected March Consumer Price Index ....
Afternoon Update
The major averages have jostled around following the release of the FOMC minutes and the March Treasury Budget which showed...
Stocks Get A Smack of Reality With Hot CPI
2:26 p.m. ET Today’s trade features a strong negative bias, largely focused on Value style factors (as recent sell programs...
A.M. Update – CPI HOT
S&P futures are down -1.25% after CPI came in hotter than expected. Total CPI was up 0.4% in March (consensus...
Daily Wrap – Reflation
First off, thanks for your patience, understanding and thanks for the well wishes. Since Saturday morning I think I’ve had...
Afternoon Update
There was something interesting about today’s trade –actually a few things — but it was another inconsequential day ahead of...
Off the Lows – Tone Still Stinks
1:57 p.m. ET The averages are off the morning lows as expected after some morning selling. SP-500 -0.3%, Dow -0.35%...
Early Update -Sellers Show
11:08 a.m. ET This morning was set for a dullish day, but with the pull back in the Dollar and...
A.M. Update
S&P futures are up +0.25% as bond yields pull back from their highest levels since November ahead of tomorrow’s CPI....
Market Update
2:19 p.m. ET First my apologies. I was sick (vomiting) for 20 hours straight from Saturday morning through Sunday morning...
I’ll be with you at Noon
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Afternoon Update – Not a Pretty Week For Stocks, But Great For Gold, Oil and Yields.
Circling back to the March Jobs report which came in with a solid 4-sigma beat — Full-time jobs actually saw...