Sunday, August 28, 2022

Monday Watch

Today's Headlines

Bloomberg:         
Wall Street Journal: 
Fox News:
CNBC:
Zero Hedge:
TheGatewayPundit.com:
Twitter:
OpenVAERS:
SKirsch.com:
Covid-19(Data, Maps, Graphs):
Night Trading
  • Asian indices are -2.0% to -1.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 131.0 +2.5 basis points.
  • China Sovereign CDS 70.25 +4.25 basis points.
  • Bloomberg Emerging Markets Currency Index 48.75 -.14%.
  • Bloomberg Global Risk-On/Risk Off Index 42.0 +1.6%.
  • Bloomberg US Financial Conditions Index -.44 -14.0 basis points 
  • Volatility Index(VIX) futures 27.0 +3.1%. 
  • Euro Stoxx 50 futures n/a.
  • S&P 500 futures -1.2%.
  • NASDAQ 100 futures -1.6%.

Earnings of Note
Company/Estimate

Before the Open:
  • None of note
After the Close:
  • (HEI)/.66
Economic Releases
10:30 am EST
  • Dallas Fed Manufacturing Activity for August is estimated to rise to -12.2 versus -22.6 in July.
Upcoming Splits
  • None of note
Other Potential Market Movers
  • The Fed's Brainard speaking, Australia Retail Sales report, Jefferies Semi/IT Hardware/Communications Infra Summit could also impact trading today.
US Equity Market Hours
  • 9:30 am - 4:00 pm EST
BOTTOM LINE: Asian indices are lower, weighed down by industrial and technology shares in the region. I expect US stocks to open modestly lower and to maintain losses into the afternoon.  The Portfolio is 25% net long heading into the week.

Saturday, August 27, 2022

Today's Headlines

Bloomberg:
Wall Street Journal:

Fox News: 

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

Friday, August 26, 2022

Evening Headlines

Bloomberg:

Fox News: 

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