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...
Intraday Market Update
2:40 p.m. ET Mega-caps (+1.45%) have had a good day, supporting the broader market despite a jump in yields (+5...
Early Update – Yields and Mega-Caps Higher, But Underlying Weakness
11:12 a.m. ET I was surprised to see so little reaction in index futures this morning (one way or another)...
A.M. Update
S&P futures ae up +0.25%. I have to say I’m surprised that price has barely budged from pre-Payrolls levels this...
Daily Wrap – Geopolitical Events and Crude Oil Gains Spark Intraday Sell-Off
After Tuesday’s gap down open I outlined 2 probabilities and two expectations that are a big part of listening to...
Afternoon Update
What a wild ride the say has been. At first it seemed the bear flags were ruined by this morning’s...