by Thomas Thornton | Jun 30, 2019 | The Week Ahead
To start this holiday shortened week, month, and new quarter will be the takeaways from the G20. Investors had been widely anticipating a "ceasefire" that avoids incremental tariffs (check) and sets the stage for negotiations to resume (check) but the Huawei news...
by Thomas Thornton | Jun 28, 2019 | Daily Note
Today's report is borrowing the title from my friend, Grant Williams excellent note called "Things that make you go hmmm" It's one of my favorite reads and I drop everything when a new issue hits. First, let's start with some music... To access this post, you must...
by Thomas Thornton | Jun 28, 2019 | First Call
S&P futures up 0.2%. US equities still on track for losses this week after S&P finished higher for a third straight week last week. Asian markets mostly weaker overnight. China somewhat of a laggard. European markets higher. Treasuries weaker across the curve....
by Thomas Thornton | Jun 27, 2019 | Daily Note
The global markets including equities, bonds, commodities, and especially currencies (ex Bitcoin) are relatively quiet ahead of the big G20 meeting with the main event being the Trump Xi meeting on Saturday (late Friday night in the US). This will be a different...
by Thomas Thornton | Jun 27, 2019 | First Call
S&P futures up 0.1%, off best levels, after S&P finished lower for a fourth straight session on Wednesday. Treasuries mostly firmer with some curve steepening. Dollar a bit stronger vs yen and a bit weaker on euro cross. Gold down 0.5%. WTI crude down over 1%...
