Sunday, January 30, 2022

Monday Watch

Today's Headlines

Bloomberg:   
Wall Street Journal:
Fox News:    
CNBC:
Zero Hedge: 
NewsMax:
TheGatewayPundit.com:
Twitter:
GETTR: 
OpenVAERS:
SKirsch.com:
Covid-19(Data, Maps, Graphs):
Night Trading
  • Asian indices are -.25% to +.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 91.5 +1.0 basis point.
  • China Sovereign CDS 50.5 +1.0 basis point.
  • Bloomberg Emerging Markets Currency Index 53.92 +.04%.
  • Bloomberg Global Risk-On/Risk Off Index 2,792.0 +18.0 points.
  • Volatility Index(VIX) futures 27.3 +1.6%. 
  • Euro Stoxx 50 futures n/a.
  • S&P 500 futures -.28%.
  • NASDAQ 100 futures -.29%.

Earnings of Note
Company/Estimate

Before the Open:
  • (OTIS)/.70
  • (TT)/1.31
After the Close:
  • (CRUS)/2.14
  • (FN)/1.46
  • (HP)/-.47
  • (NXPI)/3.01
Economic Releases
9:45 am EST
  • The MNI Chicago PMI for Jan. is estimated to fall to 61.8 versus 63.1 in Dec.
10:30 am EST
  • Dallas Fed Manufacturing Activity for Jan. is estimated to rise to 9.0 versus 8.1 in Dec.
Upcoming Splits
  • None of note
Other Potential Market Movers
  • The Eurozone GDP report, China Non-Manufacturing PMI report and the International Mining/Resources Conference 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 technology and consumer shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 75% net long heading into the week.

Saturday, January 29, 2022

Today's Headlines

Bloomberg:          
Wall Street Journal:
Barron's:
  • Had bullish commentary on (PXD), (VLO), (HUBS), (CRM), (ABT), (JNJ), (MMM), (CAT), (ADP), (MCD), (WCC) and (BAP).

Fox News:    

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

Friday, January 28, 2022

Evening Headlines

Bloomberg:
Wall Street Journal:

Fox News:    

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