Monday, January 17, 2022

Tuesday Watch

Today's Headlines

Bloomberg:    
Wall Street Journal:
Fox News:    
CNBC:
Zero Hedge: 
MarketWatch.com:          
TheGatewayPundit.com:
Twitter:
OpenVAERS:
SKirsch.com:
Covid-19(Data, Maps, Graphs):
Night Trading
  • Asian indices are -.25% to +.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 89.75 +6.5 basis points.
  • China Sovereign CDS 50.0 +4.5 basis points.
  • Bloomberg Emerging Markets Currency Index 54.33 +.03%.
  • Bloomberg Global Risk-On/Risk Off Index 3,534.0 -79.0 points.
  • Volatility Index(VIX) futures 21.8 +.25%. 
  • Euro Stoxx 50 futures n/a.
  • S&P 500 futures +.06%.
  • NASDAQ 100 futures -.05%.

Earnings of Note
Company/Estimate

Before the Open:
  • (BK)/1.01
  • (SCHW)/.87
  • (GS)/11.92
  • (ONB)/.28
  • (PACW)/1.01
  • (PNC)/3.62
  • (TFC)/1.25
After the Close:
  • (IBKR)/.81
  • (JBHT)/2.02
  • (PRGS)/.74
Economic Releases
8:30 am EST
  • Empire Manufacturing for Jan. is estimated to fall to 25.5 versus 31.9 in Dec.
10:00 am EST
  • The NAHB Housing Market Index for Jan. is estimated at 84.0 versus 84.0 in Dec.
4:00 pm EST
  • Net Long-Term TIC Flows for Nov.
Upcoming Splits
  • None of note
Other Potential Market Movers
  • The China Home Price report and the China GDP report could also impact trading today.
US Equity Market Hours
  • 9:30 am - 4:00 pm EST
BOTTOM LINE: Asian indices are mostly higher, boosted by commodity and industrial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed.  The Portfolio is 75% net long heading into the week.

Sunday, January 16, 2022

Today's Headlines

Bloomberg:              
Wall Street Journal:

Fox News:

CNBC:
Zero Hedge:
MarketWatch.com:        
TheGatewayPundit.com: 
Twitter:
GETTR:
OpenVAERS:
SKirsch.com:
Covid-19(Data, Maps, Graphs):

Saturday, January 15, 2022

Today's Headlines

Bloomberg:
Wall Street Journal:
Barron's:
  • Had bullish commentary on (ADBE), (ANGI), (PXD), (COP), (DVN) and (FCX).

Fox News: 

CNBC:
Zero Hedge:
MarketWatch.com:          
TheGatewayPundit.com: 
Twitter:
GETTR:
OpenVAERS:
SKirsch.com: