Copper Soars While Indices Digest Recent Rallies

Copper is soaring again, gaining 2.1% even as overnight data from China was mixed. Industrial production beat expectations (6.7% vs street 5.5%), but retail sales disappointed (2.3% vs street 3.8%), and house price declines worsened (-3.1% vs previous -2.2%). Crude oil is up 0.1%. With commodity inflation pressures still building, Gold and Silver are up […]

Dow 40,000 and Wal-Mart Earnings

US indexes rallied 0.8%-1.4% yesterday sending the S&P 500 to a new all-time high. This morning, US index futures are consolidating their gains and Dow futures have climbed above 40,000. European action is mixed with the Dax down 0.3% and the FTSE up 0.1%. Asia Pacific trading was positive with Tokyo, Sydney, and Hong Kong […]

Traders Focus On Inflation Improvement Instead of a Weakening Economy

US index futures initially jumped up 0.3%-0.6% from flat this morning but have seen that whittled back to 0.2%-0.4% in the wake of today’s US economic reports. The US 10-year treasury note yield has dropped from near 4.45% toward 4.35%. Traders have primarily focused on slightly improved US consumer price data hoping that could be […]

Meme Stocks Party Like Its 2021

It’s not uncommon following a big bull run in the markets that has fully valued or over valued stocks, for some traders to set their sights on plays at the margins of the market. This year, it seems like traders have turned their sights back to the same plays they went for in 2021. Earlier […]

World Markets Pause Between Inflation Reports

The new trading week is off to a mixed start. US index futures are up 0.1% to 0.3%, while over in Europe, the FTSE and the Dax are both down about 0.2%. The Hang Seng rallied 0.8% overnight, while the rest of Asia Pacific trading was quiet. Over the weekend China released inflation data where […]

Canada Job Growth Accelerates

With US index futures up 0.2% to 0.4%, the Dax up 0.6%, the FTSE up 0.8%. it appears that US stocks are prepared to push forward and close out a positive week for equity markets on a bullish note. China-sensitive markets continue to climb on anticipation of a recovery in the Middle Kingdom’s economy. The […]

China Trade and Canada Earnings In The Spotlight

Following a mixed day of trading in US markets that saw the Dow rise 0.4% and the NASDAQ all 0.2%, US index futures are all down about 0.15% this morning. Over in Europe, the Dax is up 0.6%, and the FTSE is down 0.4%. China-sensitive markets responded favorably to better than expected Chinese exports (1.5% […]

Earnings and Guidance Spark Big Swings In Some Stocks

The post-Fed rally in US markets appears to be running out of gas as yesterday’s small gains have essentially been erased this morning with US index futures trading flat to down 0.3%. Europe is having a better day so far with the Dax and FTSE both up about 0.3%. Asia Pacific and China-sensitive markets are […]

Stocks Pause as Traders Digest Disney Earnings

Coming off of two days of strong gains for US markets, including rallies of 0.5%-1.2% for US indices on Monday, US index futures are holding steady this morning trading between -0.1% and +0.1%. Over in Europe, the party is still going with the Dax up 0.4% and the FTSE up 1.0%. Asia Pacific trading was […]

Commodity Rally Adds to Evidence of Stagflation

Building on Friday’s US index gains of 1.2% to 2.0%, US index futures are up 0.2%-0.3%. A catchup rally in Europe today has the Dax up 1.0% and the FTSE up 0.5%. The US 10-year treasury note yield has slipped back under 4.50%. It’s another big week for corporate earnings with the focus now turning […]