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Home Page – About Me News Today(11/26): ANF(Abercrombie & Fitch), BBY(Best Buy), KSS(Kohl), DKS(Dick’s Sporting Goods), BURL(Burlington) before Market Open, DELL & HP after Market Close.BOE chief economist Pill’s speech at 10:00 AM, New Home Sales at 10:00 AM and FOMC minutes at 2:00 PM News: The relief of Scott Bessent’s appointment as the U.S.…
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Home Page – About Me News Today(11/25): ECB chief economist Lane’s speech at 11:30 AM and BOE chief economist Pill’s speech at 1:00 PM Highlights: Scott Bessent’s appointment as U.S. Treasury Secretary eased inflation concerns tied to Trump’s tax cuts and tariffs. Bessent emphasized tax and spending cuts as priorities on Sunday after his appointment…
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Home Page – About Me News Today(11/22): Germany GDP at 2:00 AM, UK Retail Sales at 2:00 AM, France PMI at 3:15 AM, Germany PMI at 3:30 AM, ECB President Lagarde Speech at 3:30 AM, Eurozone PMI at 4:00 AM, UK PMI at 4:30 AM and US PMI at 9:45 AM Highlights: Heavily packed macro…
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Home Page – About Me News Today(11/21): BOJ Governor Speech at 12:10 AM and US Jobless Claims at 8:30 AM Highlights: All the G10 currency pairs saw some bounce back after US Jobless Claims which were less than expected(213K vs 220K), which brings up the odds of 25bp cut in December to 60%. USD/JPY had…
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Home Page – About Me News Today(11/19): WMT(Walmart) – 0.73% of S&P and LOW(Lowe’s) – 0.31% of S&P before Market Open,EU HICP at 5:00 AM, Canada CPI at 8:30 AM and US Building Permits at 8:30 AM Highlights: The Eurozone HICP came in as expected, resulting in little to no movement in the markets. The…
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Home Page – About Me News Today(11/18): BOJ Governor Ueda’s Speech at 9:05 PM and 12:45 AM and ECB President Lagarde’s speech at 2:30 PM Highlights: The BOJ Governor, in his speech last night, didn’t give a clear answer about a rate hike in December but did say gradual rate hikes are on the way.…
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Home Page – About Me News Today(11/15): UK GDP at 2:00 AM, France CPI at 2:45 AM, Italy CPI at 4:00 AM, US Retail Sales + US Import & Export Price Index at 8:30 AM Highlights: UK GDP was in line, but monthly GDP was a small miss. There wasn’t much reaction overnight, but it showed…
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Home Page – About Me News Today(11/13): CSCO(Cisco Systems) – 0.46% of S&P after Market Close.BoE Monetary Policy Report Hearings around 8:00 AM, US CPI at 8:30 AM, Fed Speakers at 9:30 AM and 9:45 AM. Highlights: U.S. CPI print matched expectations leading to smaller realized volatility at the number with most G10 currencies seeing 20-30 pips…
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Home Page – About Me News Today(11/12): HD(Home Depot) – 0.79% of S&P before Market Open., SPOT(Spotify) after Market Close.Germany CPI at 2:00 AM, UK Clairmont Change(~Jobless Claims) + UK Unemployment Rate at 2:00 AM. Fed Speakers at 10:00 AM, 10:15 AM and 2:00 PM. Highlights: Since the US elections, most market movements have been driven…
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Home Page – About Me News Today(11/11): Veterans Day: Bond Market Closed Highlights: USD Rally Continues: The dollar strengthens further, with the euro bearing the brunt, breaking below the U.S. election low and closing under the 1.07 level. Meanwhile, GBP is showing the most resilience among major currencies, holding its ground better than the euro. CAD…
