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 …
Category: Monster Market Commentary
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.
Stocks, Rates, and The Dollar Rise On May 6, 2024
Stock rally, rates and the dollar rise.
Stocks Hit Major Resistance As Rates And The Dollar Find Key Support- The Week of May 6, 2024
Stocks, bonds, and the dollar all hit some critical levels of support and resistance on Friday.
Stocks Rebound Ahead of The April Job Report
Stocks managed to rebound on May 2, ahead of the big April Jobs report.
Implied Volatility Crush Sends Stocks Higher As Usual During The Fed Announcement
Stocks got there usual Volatility crush sending them higher, until it ran out of steam.
The Bears Can Feel It In The Air
Stocks feel sharply on Tuesday April 30, 2024, and it is almost as if the bear can feel it in the air.
This Week Is So About To Get More Interesting For The Market
April 29 was a quiet day for markets, but don't expect it to last.
The Week of April 29, 2024 Will Be A Busy One For Markets
This will be a very big week for data, the Fed and the Treasury.
Rates Rise Following GDP Surprise
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