November 21st, 2022

Stock Market Weekly Outlook – FOMC Meeting Minutes

Stock Market Weekly Outlook Stock markets enter a holiday shortened week with a cautious tone.  Wall Street ended last week with a positive gain on Friday but it was a down week overall.  This week investors will keen in on Wednesday’s release of the widely watched FOMC Meeting Minutes.  Investors want to hear about how […]

September 5th, 2021

September Stock Markets

September Stock Markets As we all technically head back to business and some back to school, stock markets enter September at new highs.  But that could quickly change as new economic data shows slowing production and manufacturing.  As well, recent consumer data has also shown weak with spending slowing.  This may be in part due […]

July 25th, 2021

Earnings Season Stocks To Buy

Earnings Season Stocks To Buy So far so good for stock markets through the early part of earnings season.  Both the Nasdaq and S&P500 hit new highs while the Mid cap Russell 2000 index is lagging.  In fact that is where much of the bearish Advance/Decline line numbers showing more than half the stocks listed […]

January 27th, 2020

Busy Week in Earnings Season

Stock Markets enter a busy week in earnings season. Week 2 of corporate earnings season is showcasing technology and industrial companies.  Investors will be looking for upside in forward looking estimates and strength on top line earnings to maintain these valuations.  Key reports come at a time of increasing macro risks.  President Trump impeachment continues […]

December 16th, 2019

Santa Claus is Coming to Wall Street

Santa Claus is Coming to Wall Street! All signs point to a Santa Claus rally heading into the end of 2019.  The US and China reached a phase 1 trade deal last week and the UK voted in Boris Johnson for a full term, now opening the door for another potentially large trade deal, this […]

July 21st, 2019

The Weekend Note July 20 – 21 2019

Global Stock Markets are continuing to show strength amid rising global macro and geopolitical risks.  Investors focus is on Q2 earnings season which so far has shown promise, although it is still very early in the reporting season with many companies to still report.   An accommodative US Federal Reserve will likely cut interest rates […]

July 19th, 2019

July 19 2019 Game Plan

  Global stock markets are trading higher in European and Asian markets trade overnight on optimism that the US Federal Reserve will cut rates at its July policy meeting in 2 weeks.  Most Asian markets are higher by 1% with European indexes up by 0.25% on average.  Federal Funds Futures imply a 71% chance of […]

January 30th, 2019

January 30 2019 Game Plan

  $Global stock markets are trending higher this morning with the $DOW, $NASDAQ and $SPX futures up by near 1% each.  Corporate earnings continue to come in meeting expectations but the future outlooks in guidance are weak and we expect this to cap near term market strength. Stocks IN PLAY today are: Apple Inc. $AAPL […]