Market thought on pullback
The major equity indices such as the S&P 500 (SPX) equity markets are showing their first signs of weakness during the 15% reflex rally since the Christmas Eve…
Read MoreThe major equity indices such as the S&P 500 (SPX) equity markets are showing their first signs of weakness during the 15% reflex rally since the Christmas Eve…
Read MoreMarkets: S&P futures (16.4), or (0.60%), vs yesterday's settlement FTSE 100 (0.20%) to 7158.90 DAX (1.27%) to 11181.18 Nikkei (0.59%) to 20751.28 Hang Seng +0.00% to 27990.21 10-year yield (3) bps to…
Read MoreThe latest report from Investors Intelligence showed bullish newsletter writer sentiment continued to inch closer to 50% in the latest poll.
Read MoreHighlights Government entities are increasing not just the amount, but also the intensity, of their shadow banking activitiesThese efforts will allow companies to undertake even more shareholder-friendly…
Read MoreThe third overdone “recession” trade this cycle. As the equity market collapsed in late December, it was clear investors were fearful the Fed would ignore the benign inflation…
Read MoreToday, the ISM Non-Manufacturing Index showed the services sector remains healthy, but slowed to the slowest pace since July.
Read MoreAfter the recent 15% rally in the S&P 500 Index (SPX) off the December low, we wanted to provide an update on the current levels of our favorite tactical indicators.
Read MoreSince 1990, the S&P 500 Index (SPX) has had an average gain of 0.25% in February and has been positive 18 out of the past 29 times (62.1%).
Read MoreThe Labor Department reported that nonfarm payrolls (NFP) rose by 304k in January, much better than the consensus estimate of 165k. Despite a large revision to the December data, to…
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