by Thomas Thornton | Apr 28, 2020 | First Call
S&P futures up 1.2%, near best levels, after US equities rallied on Monday. Asian markets mixed overnight. Hong Kong, South Korea, and Taiwan were among the best performers while Japan and China saw modest pullbacks. European markets mostly higher. Treasuries...
by Thomas Thornton | Apr 27, 2020 | Daily Note
When they open up the global economy from lockdown will people come back out and spend money? More drift up today with this optimism with equity markets A look at the YTD and from the March low attribution within the S&P and Nasdaq 100 The mega cap stocks are...
by Thomas Thornton | Apr 27, 2020 | First Call
S&P futures up 0.9% after US equities came under some pressure last week following big gains in the prior two weeks. Only 2 of the large US sectors were up last week. Asian markets higher overnight with Japan and Taiwan the standouts, up more than 2%, while China...
by Thomas Thornton | Apr 26, 2020 | The Week Ahead
A very busy week ahead with the bulk of Q1 earnings highlighted with mega-cap companies: GOOGL, FB, AMZN, AAPL, and MSFT all set to report in the middle of the week Economic data will be important too with the first look at US Q1 GDP and ISM Manufacturing Several...
by Thomas Thornton | Apr 24, 2020 | Daily Note
It's been mostly a snoozer of a week with the indexes going sideways Growth vs Value has outperformed and with some daily and weekly DeMark signals that could change soon Emerging markets are cheap but there is a lot of stress with some countries like Brazil today...
