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Stellar 3Y Auction Stops-Through Thanks To Jump In Foreign Demand
Article By:
Tyler Durden
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Tuesday, May 7, 2024 1:38 PM EDT
Overall, this was a very solid auction, with impressive demand and internals.
Rates Spark: Eurozone Growth Recovery Not To Be Ignored
Article By:
ING Economics
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Tuesday, May 7, 2024 6:55 AM EDT
US and euro rates opened the week lower, continuing the dovish sentiment from the week before. Markets are pricing in 75bp of ECB rate cuts for 2024, but two cuts are also still on the table, and thus market pricing should be lower.
Stock Rally As Powell Sparks A Buying Frenzy
Article By:
Lance Roberts
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Monday, May 6, 2024 9:09 AM EDT
The latest FOMC meeting caused a stock rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been lackluster, the announcement of the reversal of “Quantitative Tightening” excited the bulls.
Was April’s Correction Noise Or Signal For Global Markets?
Article By:
James Picerno
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Monday, May 6, 2024 8:11 AM EDT
April was a rough month for investors, but the rebound in asset prices in the early days of May has revived expectations that the worst has passed.
Weekly Market Pulse: What Did He Say?
Article By:
Joseph Calhoun
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Monday, May 6, 2024 7:48 AM EDT
Coming into last week’s FOMC meeting, Jerome Powell was expected to be hawkish. I know that because numerous articles in the financial press told me so which makes me wonder if the articles themselves affected those expectations. Maybe.
Natural Gas In A Major Compression… [Dirty Dozen]
Stagflation Embrace
Article By:
Monica Kingsley
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Sunday, May 5, 2024 11:20 AM EDT
The S&P 500 didn't look back following the underwhelming NFPs and the stark tech leadership coupled with meaningful enough retreat in yields provide for an inflection point in equities. Junk corporate bonds and Treasuries support more gains.
Speculator Extremes: Copper, Silver & Commodities Index Lead Bullish Positions
Article By:
Zachary Storella
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Sunday, May 5, 2024 1:00 AM EDT
This week's Extreme Positions report highlights the Most Bullish and Most Bearish Positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the underlying market.
Flush Money Market Funds Typically Mean Rally
Article By:
Todd Sullivan
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Saturday, May 4, 2024 5:44 PM EDT
Psychology is better at calling market lows than computers using Modern Portfolio Theory.
Short-Term Uptrend Began In A Choppy Market
Article By:
Douglas Gammons
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Saturday, May 4, 2024 2:20 PM EDT
It looks like a short-term uptrend began this week, and this means that I will be deploying some of my available cash and adding to positions cautiously. I say cautiously because it has been such a choppy market so far this year.
Traders Are Delusional If They Think This Bad Jobs Report Is Any Good
Video By:
TheoTrade
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Friday, May 3, 2024 8:30 PM EDT
Tonight, I’ll take you inside - what’s really going on. We’ll look at the current situation in the greenback, the real opportunity in the bond market, and how we did with our expected move.
In this video: WMT, QQQ, AAPL, COST, MSFT, NVDA, SBUX, TSLA, SPY, TLT, XLE, XLF, META, SPX, VIX, GOOGL
Jobs Up A Less Than Expected 175,000 In April
Article By:
Mish Shedlock
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Friday, May 3, 2024 1:00 PM EDT
The stock and bond markets are salivating today because nonfarm payrolls are only up 175,000 vs. a Bloomberg Econoday expectation of 243,000. Whether that lasts all day remains to be seen.
Dovish Message Likely To Ignite Positive Wealth Effect From Equities And Home Prices
Article By:
Paban Pandey
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Thursday, May 2, 2024 8:19 AM EDT
Markets were on pins and needles as to if Powell would be open to the possibility of a rate hike. He hardly sounded hawkish Wednesday. A dovish message hardly helps cool down the positive wealth effect coming from equities and home prices.
Weakening Wednesday – Markets Down Ahead Of The Fed
Article By:
Phil Davis
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Wednesday, May 1, 2024 11:10 AM EDT
There’s nothing more fun than a good sell-off when you are well-hedged.