by Thomas Thornton | Jul 28, 2021 | First Call
S&P futures up 0.1% after US equities finished lower, but off worst levels, on Tuesday. Growth was a big underperformer vs value while S&P snapped a five-day winning streak. Asian equities mostly lower overnight with Japan and Australia among the laggards...
by Thomas Thornton | Jul 27, 2021 | Daily Note
I have a few takeaways with today's action China/Hong Kong crash COVID restrictions/masks Big 3 mega cap on deck to report today The Fed tomorrow The setup isn't favorable in the markets - it's actually very risky and something sharp could easily happen A deep dive US...
by Thomas Thornton | Jul 27, 2021 | First Call
S&P futures down 0.2% in Tuesday morning trading after US equities finished mostly higher on Monday with upside leadership from energy, materials, financials and consumer discretionary. Asian markets mostly lower overnight with another meaningful selloff in...
by Thomas Thornton | Jul 26, 2021 | Daily Note
Investors have very high hopes this earnings season On today's note, I look at the setup with some of the largest companies reporting in the next couple of days Covering four shorts, two profitable and two at losses. Equity sentiment remains very extreme while there...
by Thomas Thornton | Jul 26, 2021 | First Call
S&P futures down 0.2%, off worst levels, after US equities finished higher last week with growth extending its outperformance over value. Asian markets mostly weaker overnight with Hong Kong down over 4% and China down nearly 2.5%, though Japan bucked the trend as...
