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D&D Note (6.2.2022) ~ Markets Rally Despite Microsoft & FED Fears ~ Markets began the day down on news from Microsoft cutting Q4 guidance on unfavorable FOREX rates. The company cut its Q4 sales about 1% to $51.94B to $52.74B. Earnings range also cut by 4c or about 1.7%. And expects additional $460 impact from … Continue reading
D&D Note (5.27.2022) ~ Stocks Continue to Rise with Inflation Showing Deceleration ~ The markets biggest worry right now is inflation, so when we got a positive read in todays report stocks took off to rally. But is this just an oversold bounce with month end rebalancing? The Core Personal Consumption Expenditures Price Index rose … Continue reading
D&D Note (5.5.2020) ~ Risk On Today With Rally ~ There has been a line drawn in the sand by the FED. The market sees that line roughly as 2800 on the S&P 500 as that is when the FED had stepped in to support the markets. While the FED hasn’t had to actually backstop … Continue reading
D&D Note (5.30.2018) ~ Italy Contagion Fears Subside Pushing Markets Higher ~ Markets bounced back today after yesterdays one day algo driven selloff. Calmer heads prevailed and investors have realized that Italy is not Greece and most likely not going to be another Brexit. The Financial sector saw good gains but did not gain back … Continue reading
D&D Note (4.23.2018) ~ 10YR Yield Hits 2.975% Markets Pause ~ Monday saw Treasury Yields spike again with the 10YR yield hitting 2.975%. We are undoubtedly moving into a new trading range were 3% will be come the new floor. The new “shock” level to spark equity declines could be around 3.3% to 3.4% with … Continue reading
D&D Note (4.20.2018) ~ Apple + Yields + Friday = Selloff ~ Once again for 4th time markets have not been able to avoid a Friday selloff with investors unwilling to go long into the weekend. The main themes of the day were Apple falling with iPhone concerns dragging down the DOW, and yields from … Continue reading
D&D Note (4.17.2018) ~ Markets Rally on Earnings ~ Today we saw a broad based rally on the back of positive earnings reports. While a lot of the impact of this earnings season is already baked into asset prices the market is showing there is still upshot potential in companies stock prices. Tax Day in … Continue reading
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