by Thomas Thornton | Sep 26, 2019 | Daily Note
The markets are going nowhere fast with a lot of noise in the background - just like being on a Peloton bike! Back with a jammed packed report today with all the relevant markets Micron reports later today and it's now time to prove the "second half recovery"...
by Thomas Thornton | Sep 26, 2019 | First Call
S&P futures up 0.2% - fairly quiet morning waiting on impeachment whistleblower Asian markets mixed overnight. China was a notable laggard ahead of the extended National Day holidays next week. Japan and Hong Kong gained. European markets higher. Treasuries are...
by Thomas Thornton | Sep 25, 2019 | Daily Note
Today's note is about a big change in sentiment in private and public markets It's Unicorn Hunting Season that happens at the end of every market cycle The two most important issues today (from the Ten Issues yesterday) are China US trade and Trump impeachment. This...
by Thomas Thornton | Sep 25, 2019 | First Call
S&P futures down 0.2% after the index fell most in a month in the prior session. Asian equities broadly lower overnight with Greater China and South Korea the notable laggards, followed by Australia and Japan. European equities under pressure. Treasuries mostly...
by Thomas Thornton | Sep 24, 2019 | Daily Note
Today I list out 10 issues the market is watching Consumer confidence has likely peaked Starting to see stocks/ETF's/Factors weaken with 5 day performance is turning negative and many are now under the 10 day moving average A few random currencies - EURCHF, GBP,...
