by Thomas Thornton | Feb 19, 2020 | Daily Note
Is it really different this time? Perhaps it's worse With every central bank cutting rates the next crisis will start with a smaller country blowing up if we study history I've been neutral for weeks with the S&P and Nasdaq as I can't chase this speculation Some...
by Thomas Thornton | Feb 19, 2020 | First Call
S&P futures up 0.3% after US equities finished mostly lower on Tuesday but ended off worst levels. Asian equities mostly higher overnight with Japan leading the way, up nearly 1%, though China declined. European markets seeing solid gains. Treasuries weaker across...
by Thomas Thornton | Feb 18, 2020 | Daily Note
Apple guided down and is not a surprise to anyone Will this now begin a period where others in the Apple supply chain or other sectors start to guide down? The global indexes are showing some signs that this recent bounce might be ending. Japan still looks lower and...
by Thomas Thornton | Feb 18, 2020 | First Call
S&P futures down 0.4% in Tuesday morning trading coming out of the long holiday weekend in the US. Apple cut guidance Covering AAPL and AMAT on weakness this morning Asian markets mostly weaker overnight with sharp declines in Japan, Hong Kong, and South Korea,...
by Thomas Thornton | Feb 16, 2020 | The Week Ahead
A holiday-shortened week with US markets closed Monday. It's a relatively quiet week which will still largely center around earnings releases Fed will release minutes from the last meeting on Wednesday and the ECB meets on Thursday Continued focus on coronavirus and...
