This is getting old….markets continue to trade seemingly directionless on no volume even as most of world returns for first…
Read MoreAuthor: Matthew Carinato
it’s Japan and US trading today….very long day of watching tape….(Monday)
It is Easter Monday, with most of the globe on holiday, making this a very quiet day. We aren’t even…
Read Moreimportant day for stocks, global supply finds demand ahead of US 30y (Wednesday)
US markets have traded amazingly calm overnight after a troubling trade in the US yesterday, while the rest of the…
Read Morerisk on, supply highlight again, but volume and liquidity still absent (Tuesday)
It is a second day of much better risk appetite in the markets, with some clear themes throughout the session,…
Read Morenice to view glass as half full for once in very quiet risk on trade (Monday)
We open this holiday-shortened week to better risk bid in markets, the sentiment generated by what appear (and hopefully are!)…
Read MoreFed adjusts SLR rules; massive EU supply; quiet but orderly so far (Thursday)
The world is calmer this April 2nd than it has been in many weeks. Risk trades very small better bid…
Read MoreApril starts risk off, as few noticed impact of dividend cuts….(Thursday)
We open the books on April with risk seeking cover for the usual myriad of reasons. However, a new reason,…
Read Morelot to consider for month/quarter/fiscal year end (Japan)….oh boy (Tuesday)
Let’s call today the last day of a brutal quarter, one that we should all be happy to put behind…
Read MoreUK downgrade Friday, China adds liquidity, US trades quiet and tame (Monday)
It has been an even quieter start to the new week, which I guess is okay. We could use lower…
Read Morekeep it simple today….a few things to watch ahead of the weekend (Friday)
Markets are trading better to risk off since late yesterday. A good rally in equities, $41BN in new issuance (to…
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