Good morning, DXZ0 93.555 +0.628 GCZ0 1886.0 -25.9 ESZ0 3330.50 -52.50 CLZ0 37.71 -1.86 RISK…
Read More“move along, nothing to see here….” but be very careful right now… (Tuesday)
Since a little bit of action Sunday night/early Monday, markets have traded with complete lethargy but clearly risk off. That…
Read Morerisk off to end October, positioning the theme ahead of busy next week (Monday)
Markets resumed trading on Sunday night better to risk averse on the combination of stalling stimulus negotiations in Washington and…
Read MoreCommodity Corner
Good morning, DXZ0 92.735 -0.229 GCZ0 1914.2 +9.6 ESZ0 3461.50 +12.25 CLZ0 40.83 +0.19 …
Read MoreCommodity Corner
Good morning, DXZ0 92.920 +0.321 GCZ0 1907.7 -21.8 ESZ0 3427.00 -5.50 CLZ0 40.19 +0.16 Markets…
Read MoreDollar assets under pressure, fixed income more so than rest…. (Wednesday)
USD assets are a sea of red this morning, for a number of reasons. The early trade in Asia was…
Read MoreCommodity Corner
Good morning, DXZ0 93.275 -0.154 GCZ0 1907.0 -4.7 ESZ0 3433.50 +10.75 CLZ0 40.84 -0.22 …
Read Morebig risk-on bid to start the week, but cracks are already emerging….(Monday)
Risk on globally, with sentiment buoyed by better forward-looking data in China (even if GDP missed badly), hopes for a…
Read Moreholes in the dam showing up everywhere these days….. (Thursday)
Risk off remains the theme today, igniter being the discord over a stimulus package despite Mnuchin comments late in the…
Read Morequick update after bank earnings and ahead of PPI (Wednesday)
Markets are watching bank earnings (BofA, GS, WFC) and waiting on PPI at 8:30 AM ET, which needs a strong…
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