The Day Ahead, Wednesday July 25th
In addition to one of the biggest earnings release weeks of the reporting season, housing data and continued investor focus on tariffs are the primary highlights for investors on Wednesday.
Read MoreIn addition to one of the biggest earnings release weeks of the reporting season, housing data and continued investor focus on tariffs are the primary highlights for investors on Wednesday.
Read MoreToday's volatility is exactly why this is such a difficult tape to trade. The strength this morning tells you a run to record is imminent, then the midday swoon tells…
Read MoreSo far this week we have seen two reports on the health of the U.S. housing market and both reports were below expectations.
Read MoreHighlights Banks have been buying US government agency bonds far more aggressively then they have been buying US Treasury bonds As a result, the US government agency yield curve may…
Read MoreThe market continues to follow history and correlate to the direction of earnings per share (EPS) despite overbought condition.
Read MoreLooks like a pretty flat opening. Frankly, I don’t have a great near-term feel for the market. AWESOME EPS are being offset by a pretty treacherous news flow as traders…
Read MoreA tough news backdrop with a very positive fundamental framework. It is hard to imagine a more difficult trading environment due to worsening trade-war rhetoric, a sharp devaluation of the…
Read MoreSeveral key economic releases are due out this week that should help guide investors toward growth and monetary policy in coming months.
Read MoreDespite closing lower by 4 points today, strength in small-cap stocks this week pushed the Russell 2000 Index (RTY) to a new weekly closing high.
Read MorePresident Trump breaks a multi-decade tradition of avoiding comments on monetary policy in CNBC interview.
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