by Thomas Thornton | Apr 30, 2019 | First Call
Top Overnight News S&P futures little changed after the major US equity indexes ended with modest gains on Monday. Asian markets mixed overnight. China outperformed while Japan remained closed for holiday. European markets mostly lower. Treasuries unchanged to a...
by Thomas Thornton | Apr 30, 2019 | Daily Note
What we’ve got here is a failure to communicateSome men, you just can reachThe Captain played by Strother Martin – from Cool Hand LukeI read tons of earnings previews and look at the setup with chart setup, positioning with sentiment and short interest. Out of all of...
by Thomas Thornton | Apr 29, 2019 | Uncategorized
First: Financials look like they can continue to move a little higher. One big move, 2/10 yield spread has now steepened to widest level since Thanksgiving. That is probably the biggest driver. Otherwise lot of focus on pushed out credit cycle, expected pick up in...
by Thomas Thornton | Apr 29, 2019 | First Call
TOP OVERNIGHT NEWS S&P futures down 0.1% after US equities finished mostly higher last week as healthcare, social media, consumer discretionary and defensive plays outperformed. Asian equities mixed overnight. China extended recent underperformance while Japan...
by Thomas Thornton | Apr 28, 2019 | The Week Ahead
key events and focus This will be an extremely important week with a bunch of earnings (164 S&P and 5 Dow names) and several critical macro catalysts. In order of importance, the four key macro events include the: 1) FOMC meeting (Wednesday 5/1) – does Powell’s...
