The week of December 10 will have inflation data with may help to be key a significant catalyst to drive the stock market higher or sink it.
It has been evident why stocks are dropping, and it is a revolt against the Fed and its tightening policy of raising rates to “neutral.”
The week of October 15 will be important as the stock market tries to bounce back and as investors hope for falling yields.
Bank stocks may have further to fall as CPI and PPI showed that inflation rates are slowing and that means yields on the long-end of the curve may be due to drop.
With inflation data expected at 8:30 AM, tomorrow just became a critical day for both stocks and interest rates.
Some investors are living in fantasy land when it comes to inflation fears.
News has been hard to find the middle of August, but today attention shifted away from Tesla for a time to focus on Turkey and the lira.
Amazon and the Masters of the Universe! Can anyone stop Amazon in its quest for galactic dominance?
The bullish narrative in stocks is simply to hard to ignore, while fears of rampant inflation and soaring rates are that of fantasy and not reality.
The S&P 500’s Rise to 3,000 Is On as Stock Ready For Second Half 2018 Melt-up The week of July 16 may prove to be pivotal in a couple of different ways, as earnings move into high gear, and with the S&P 500 breaking out late last week, we will need momentum to continue. A … Read more
The Stock Markets Rise May First Be Starting – Daily Run Down June 5 Well, the Nasdaq closed at another record high and took out its old intraday high from back in the middle of March. It is surely feeling different these days, isn’t it? It is like all the doom and gloom just melted … Read more
10 Indicators To Watch In The Stock Market For The Week of May 28 MICHAEL KRAMER AND THE CLIENTS OF MOTT CAPITAL OWN SHARES OF NFLX & AAPL The coming week will be a big week when it comes to data, with inflation and jobs data starting on Wednesday. First, we get ADP private jobs … Read more
Oil and Yields Crushed and There Is Still More Pain To Come MICHAEL KRAMER AND THE CLIENTS OF MOTT CAPITAL OWN SHARES OF mO © 2018 Mott Capital Management, LLC. Use, publication or reproduction in any media prohibited without the permission of the copyright holder. Looks can sometimes be deceiving, the S&P 500 was down … Read more
Inflation Runs Rampant Only In The Imagination of Investors The S&P 500 finished the day lower by about 70 bps, off the lows, when it was down about 1%. Nothing earth shaking but enough to get everyone talking about how rising rates are going to kill the market, and inflation once again is rearing its … Read more
Oil and Yield’s Rise May Soon Fade, Sparking The S&P 500 Rise To 3,000 Stocks finished mostly flat, ending the day on the S&P 500 up by roughly ten bps. The morning rally faded by mid-afternoon wiping out the gap higher that started the day. Not an unusual occurrence since we see this type of price … Read more
Tariffs? What Tariffs? Take ’em Up Friday! Well so much for steel and aluminum tariffs taking down the market. Was the fear even a full 24-hours? The S&P surged into the close, up by nearly 50 bps, after starting the day lower around 2,643, now with at the end of the day it sits at 2,690, … Read more
The Excuse For Today’s Sell-Off Trade Wars! Fuhgedaboudit! Happy days are here again! First, it was rising inflation and rising yield fears; now it is the looming trade wars. The whole things with the tariffs aren’t new news; in fact, it is old news. So why is now the time for the market to go into … Read more
Why Inflation Rates Will Not Run Wild And Yields May Head Lower Rising inflation rates may not be as terrifying as some would make you think. In fact, the inflation rate has steadily been declining for over 30 years, and signs are suggesting that it is not likely to change anytime soon. Let Michael help you! Have … Read more
7 Stocks Leading The Bull Run While The Inflation Narrative Fizzles Out The stock market continues to rally, and the S&P 500 just continues to take levels out on its march higher. Can we say at this point the narrative last week that the market was crashing because of inflation worries and rising rates was wrong? … Read more
What The Currency Markets Know About Rising Rates, Stocks Are Missing The stock market has now rallied for four straight days, and it seems to be wasting no time getting itself back in gear. Further, the dreaded inflation reading, cpi, came out today, and it was “hotter” than expected, but fear not, equities did not … Read more