One More Push?

One More Push?

There has been the potential for a little more upside with stocks vs bonds I have a few thoughts and charts on why this looks more clear The Fed Investment Grade Bond Portfolio is troubling on several levels Gold might stall out in the next couple days Sorry for the...
One More Push?

First Call June 30, 2020

S&P futures up 0.1% near the best levels. Asian markets higher overnight with Australia and Japan the big gainers. European markets weaker with Italy and Spain among the laggards. Treasuries unchanged to slightly firmer following a bullish steepening move. Dollar...
One More Push?

Tension Is Building

Tensions in the US are high and coming from many directions I still believe the second half of 2020 is going to be more turbulent than the first half. Adding two new ideas to the Trade Ideas Sheet Focus on COVID concerns rising and economic fallout  Tomorrow is the...
One More Push?

First Call June 29, 2020

S&P futures up 0.25% after the market pulled back last week amid rising regional coronavirus outbreaks in the US. European markets mostly higher. Follows broad weakness in Asia. Treasuries are little changed. The dollar is down on the euro cross, but not doing...
One More Push?

The Week Ahead

A holiday-shortened week with US markets closed on Friday Economic data on Wednesday and Thursday is stacked  A few bellwether earnings reports Equity bullish sentiment continued a little lower on Friday COVID cases continue to rise  A huge quarter-end pension...