Sunday, October 16, 2022

Monday Watch

Today's Headlines

Fox News:
CNBC:
Zero Hedge:
MarketWatch.com:           
TheGatewayPundit.com:
OpenVAERS:
SKirsch.com:
Covid-19(Data, Maps, Graphs):
Night Trading
  • Asian indices are -1.5% to -.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 205.0 +2.0 basis points.
  • China Sovereign CDS 115.0 +2.75 basis points.
  • Bloomberg Emerging Markets Currency Index 46.3 +.02%.
  • Bloomberg Global Risk-On/Risk Off Index 49.4 +.3%.
  • Bloomberg US Financial Conditions Index -1.50 -26.0 basis points 
  • Volatility Index(VIX) futures 31.6 -.12%. 
  • Euro Stoxx 50 futures -.71%.
  • S&P 500 futures +.31%.
  • NASDAQ 100 futures +.27%.

Earnings of Note
Company/Estimate

Before the Open:
  • (BAC)/.78
  • (BK)/1.08
  • (SCHW)/1.05
After the Close:
  • (MRTN)/.33
Economic Releases
8:30 am EST
  • Empire Manufacturing for Oct. is estimated to fall to -4.0 versus -1.5 in Sept.
Upcoming Splits
  • None of note
Other Potential Market Movers
  • The Japan Capacity Utilization report 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 technology and financial shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 25% net long heading into the week.

Saturday, October 15, 2022

Today's Headlines

Bloomberg:

Wall Street Journal:
Barron's:
  • Had bullish commentary on (CVX), (EOG), (COP), (XOM), (PWR), (WCC), (DY), (GOOGL), (ODFL), (TMO), (SIVB), (BHP), (RIO), (ROST), (BURL), (TJX) and (DECK).

Fox News:

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

Friday, October 14, 2022

Evening Headlines

Bloomberg:

Wall Street Journal:

Fox News:

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