Wednesday Afternoon Overview
Energy ($XLE) vs Financials ($XLF) ; Tech ($XLK) vs Consumer Discretionary ($XLY) as of 2:45 p.m.:
Sometimes Bad Is Good, and Sometimes Bad Is Bad
Let’s sort through what those Friday jobs numbers mean for rate-hike chatter, what’s happening (or not happening) on the Strait, and why Trump is in a tough spot.
Party on Wall St.! Palantir, Micron, SK Hynix Invited! (SpaceX, AMD Not…)
Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way….
Who Wants to Believe in Iran Talks? (The Markets Do); Big Earnings; Yen Plan
Let’s look at how Trump holds off big attack on Iran and the markets look optimistic, a joint plan for the yen, and earnings on tap for this week.
Microsoft Sparks a Rally, Trump Promises Peace, Truth About Traders
Let’s find out if the relief rally can last, whether we can believe fighting will stop in Gaza … and … what I know about that footage of traders on the news.
Rinse, Warsh and Repeat; More War; Wall Street Ugliness
Let’s see what just happened at the FOMC, ask whether the Fed is really ‘fractured,’ assess the market damage and look at the latest in the war.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Runaway Robots, Rising Oil, Soaring Semis, SpaceX Headaches
Let’s check the latest on how AI escaped the ‘sandbox,’ oil prices amid Iran unrest, the tech trade and … what’s happening with SpaceX.
Oil Climbs; AMD Takes Stage; Google, Other Big Earnings on Tap
Iran fighting rages on; Advanced Micro Devices showcases at AI event; GM, Alphabet, IBM, Tesla, Lockheed Martin and American Express among names reporting.
Whispers of Black Monday as S. Korean Stocks Sink, Iran Fighting Resumes
I don’t think it’s ugly enough for a 1987 repeat, but just the idea can put a trader on edge. Let’s check the latest of the markets, Iran conflict, the Fed.