PVG Market In A Minute - November 14, 2023
The inflation data cooling is key for the bond market, and therefore, the stock market. Our main concern has been centered around energy costs (also money printing), which has been moderating.
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The inflation data cooling is key for the bond market, and therefore, the stock market. Our main concern has been centered around energy costs (also money printing), which has been moderating.
Read BlogAs you may recall we announced we purchased TLT for our clients, two weeks ago. First, we made that bold call because the 10-Year Treasury was enormously shorted
Read BlogThe Federal reserve meets this week and will likely announce on Wednesday that they are going to leave rates unchanged, but two hours before is the even more important Treasury Refunding announcement..
Read BlogThe S&P 500 is off about -11% from the high of early 2022. So, the question, where are we in the market cycle, we are late cycle, prior to entering a recession. The timing is uncertain...
Read BlogSometimes the market just wants to go up, seasonally it is that time. On the technicals, the market is rebounding from an oversold condition where it declined 8% from a recent high and now is down 5%
Read BlogIran is obviously the mastermind and financier behind this. Iran exports about 2 million barrels of oil per day, while total global oil production is about 94 million barrels.
Read BlogThis is not THE Buying opportunity but a potential trade to year-end. October can be a “tricky” month, but seasonally the market typically has a strong move up in the 4th quarter.
Read BlogAs we discussed last week, we thought the expectations of the market were too dovish and the Fed was going to adjust their expectations through the dot plots, which is each Fed Governors expectations
Read BlogThe expectation is for the Federal Reserve to make no changes but could discuss their potential plans to cut rates in 2024 through their dot plot forecasting of the Federal Reserve Board members
Read BlogThis week the market is vulnerable to some bad news with CPI and a likely UAW labor strike. ORCL and ADBE report earnings this week, both companies have been hyping their exposure to A.I.
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