S&P 500 medical stocks Cardinal Health (CAH), Vertex Pharmaceuticals (VRTX), Merck (MRK), Intuitive Surgical (ISRG) and Insulet (PODD) are in focus this week. Medical stocks are coming into favor again — with companies involved in […]
Update (1230ET): What did they know and when? As chatter continues to build of some bailout for First Republic Bank this week, after the company’s share price has collapsed, The Wall Street Journal reports that […]
The Federal Reserve has been unwavering in its goal of getting inflation back to its 2% target. With terminal rates now expected to reach as high as 5.6%, real estate stocks have been taking a […]
A slew of ‘hard’ data beats (GDP, Dur Goods, New Home Sales) and solid labor market data (Initial Claims), reinforced the odd decoupling between ‘soft’ survey data and the actual macro data from the US […]
US stocks spiked, with spoos rising above both the closely watched 200DMA and the descending channel resistance level, after Bloomberg reported that echoing the Fed, the ECB is also “starting to consider a slower pace […]
Friday’s trading day action encompassed the whole week’s moves with stocks surging from their lows of the week to their highs after weak wage growth (‘bad’ news is good news for inflation hawks) and then […]
Introduction It’s time to do two important things. First, we’ll discuss oil market fundamentals. Most of my readers know that I have covered oil supply worries a lot since 2020. These worries are a major […]
Futures drifted gently lower overnight despite Chinese stocks rising on COVID-restriction-lifting rumors but then got bitch-slapped down by Fed whisperer Nick Timiraos pushing the ‘higher rates for longer’ narrative to walk back some of the […]
As markets head for the worst December ever, an ugly jobless claims print helped spur an illiquid market meltup today in stocks, a rally in bonds, dollar weakness, and and bid for bitcoin and bullion. […]
Over the weekend, President Biden declared the US economy “is strong as hell”… Then, White House press secretary Karine Jean-Pierre then doubled-down on that narrative in today’s briefing, suggesting: “Economic indicators are not pointing to […]
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