investing
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News: LLY(Eli Lilly Co.), CAT(Caterpillar) and ADP before Market Open. MSFT, META, SNAP, SBUX(Starbucks), MET(Metlife), BKNG(Booking.com) after Market Close.Eurozone GDP at 6:00 AM, US ADP Employment at 8:15 AM, US GDP and Core PCE at 8:30 AM, EU Member states CPI at 9:00 AM. Pending Home Sales at 10:00 AM. BOJ interest rate decision around 10:00…
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News: PYPL(PayPal), MCD, PFE(Pfizer), BP and HSBC before Market Open. AMD(Advanced Micro Devices), GOOGL + GOOG, SNAP, CMG(Chipotle) and V(Visa) after Market Close.US JOLTS at 10:00 AM. FX Markets: US Equity Markets Macro View: There was a small reaction of JOLTS on yields which quickly vanished after the number but the 7-Year Note auction later pulled the…
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News: UPS, AAL(American Airlines), LUV(Southwest Airlines), HON(Honeywell International INC) and UNP(United Pacific Group) before Market Open and COF(Capital One Financial) after Market Close.Euro PMI at 4 AM, UK PMI at 4:30 AM, US Initial Jobless Claims at 8:30 AM, US PMI at 9:45 AM, US New Homes Sales at 10:00 AM, Tokyo CPI at 7:30 PM…
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News: BA(Boeing), KO(Coca-Cola) and T(AT&T) before Market Open and TSLA(Tesla), IBM and TMUS(T-Mobile) after Market Close.EUR Consumer Confidence, US Existing Home Sales and ECB President Lagarde speech about the Eurozone’s economic outlook at 10:00 AM. Beige Book at 2:00 PM. BOE Governor Andrew Bailey speech at the Institute of International Finance at 2:45 PM. FX Markets:…
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FX Markets: US Equity Markets: Macro View: Still hold the bearish view on Equity Markets and the rise in yields today support my argument on Friday which was, that there is more than 7%(Odds for 25bp were 93% on Friday Close) chance of no rate cut. I still think the odds of no rate cut…
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FX Markets: US Equity Markets: Macro View: PG was down 1.5% after the market open but recovered half of it till market close. Overall that also brought down CL(Colgate) but I still like my position. The main reason driving down PG was its China business and that too their premium brands. China accounts for 14%…
Simple Macro 