Stocks finished higher on the back of another day higher for Nvidia.
Author: Michael Kramer
Stocks Finish Mostly Lower Following Weaker Than Expected JOLTS Report
The number of stocks trading lower today, outpaced the number of stocks rising.
Stocks Finish Mostly Lower On June 3, 2024, As Risk-off Sentiment Builds
The number of stocks that were down on the far outpaced the winners
Implied Volatility May Rise, Credit Spread May Widen Amid High Stakes Data
The next 7 to 10 day trading will be filled with market moving data and news.
Stocks Slip on May 30, 2024, As The Market Rotates From Growth To Value, For Now
Stocks were down on the S&P 500, but there was a clear rotation taking place beneath the surface.
The Winds Of Market Change Are Blowing
The market has a noticeably different feel to it the last couple of days.
Is Nvidia Worth 35x Times Sales, History Says No
5/28/24 #Stocks: $NVDA #Macro: $SPX, $DOW, #Rates, $USDMXN, VIX Mike’s Reading The Markets Macro Subscription Service on Seeking Alpha RTM: Looks Can Be Deceiving RTM: 3-Day Weekend Price Action RTM: Stocks Fall Flat, Despite Nvidia Stock Split Surge RTM- Nvidia’s Option Positioning Heading Into Results RTM: Markets Stall Ahead Of Nvidia Earnings RTM: Nvidia Positioning …
Stocks Face Another Tough Week Of Important Inflation Data
The April PCE report will be important for the path of monetary policy, while housing data will be equally as important.
Stocks See Big Swings Now That Rate Hikes Have A Pulse Again
5/23/24 #Stocks: #Macro: $SPX, #RATES, #DOLLAR Mike’s Reading The Markets Macro Subscription Service on Seeking Alpha RTM: Stocks Fall Flat, Despite Nvidia Stock Split Surge RTM- Nvidia’s Option Positioning Heading Into Results RTM: Markets Stall Ahead Of Nvidia Earnings RTM: Nvidia Positioning Update RTM: Trends Remain In Place RTM: Nvidia Is Very Important To The …
Nvidia Reports Strong Results, But Will The Be Good Enough?
Nvidia reported better than expected results, but the market expected that. Tomorrow we find out if they were good enough.
The Market Is Positioned For A Massive Move Later This Week
The stock market has stalled since last weeks CPI report, it would appears that is about ready to change.
Stocks Finish Flat As Rates Recover Post-CPI Declines
Stocks finished the day flat, as implied volatility and rates rose, on hawkish Fed commentary.
Surging Copper Prices Will Be A Big Problem For The Disinflation Crowd
Copper prices have surged 40% since Mid February.
Stocks End Higher As Implied Volatility Drops Following CPI Report
implied volatility fell and stocks rallied following the CPI report, pretty much as expected.
Stocks Rally Ahead Of The April CPI
It is CPI report time again.
The Stocks Market’s Advance Stopped Ahead Of Massive Week of Data
Implied volatility is likely to continue to rise heading into the April CPI report.
Expect Market Volatility To Expand Meaningfully The Week Of May 13, 2024
This week should see implied volatility expand in a meaningful way at least until the release of the CPI report.
Has The Liquidity Drain Hit The Market Yet Or Not?
The latest data from the Fed showed that reserve balances have not bounced back.
Indicators Are Suggesting A Stock Market Reversal May Be Coming
Stocks finished flat today, but wider spreads and rising implied volatility suggested a reversal may be coming.
First-Quarter 2024 Thematic Growth Update
The first quarter of 2024 was a strong one for the broader S&P 500, but risk remain below the surface.