First Call October 25, 2019

First Call October 25, 2019

Happy Friday! S&P futures little changed, but US equities on track for a third straight week of gains following a three-week losing streak. Asian equities mostly higher overnight. China one of the better performers with moderate gains, though Hong Kong lagged....
A Current Top Down Look At US Equity Markets

A Current Top Down Look At US Equity Markets

Today's Note is focused on a little lower down than just the major indexes  A detailed look at the main US Sector ETF's to see where they are on the field Currencies are moving in the direction as we've laid out recently Bitcoin potentially could bottom with a new...
First Call October 24, 2019

First Call October 24, 2019

S&P futures up 0.2% after US equities finished with modest gains in prior session. Mixed to better earnings, soft October flash PMIs and US-China trade seem to be getting the bulk of the attention this morning. Treasuries a bit firmer across curve. Dollar not...
Mike Wilson Public Enemy #1

Mike Wilson Public Enemy #1

Welcome back to some old friends!  Let me know if you need help or have questions It's tough being a bear especially when you're Mike Wilson of Morgan Stanley and you have to appear on CNBC Mostly a calm day with some earnings blow ups with the meat of earnings season...
First Call October 23, 2019

First Call October 23, 2019

S&P futures down 0.2% after US equities were mostly lower on Tuesday, ending near worst levels. Earnings getting the bulk of the attention this morning with a few real macro concerns TXN, CAT, BA, LLY. Treasuries firmer with curve steepening. Dollar narrowly mixed...