Sunday, January 22, 2023

Monday Watch

Today's Headlines

Bloomberg:                                       
Wall Street Journal:
Fox News:
CNBC:
Zero Hedge:      
MarketWatch.com:         
TheGatewayPundit.com:  
The Epoch Times:  
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 105.75 unch.
  • China Sovereign CDS 52.25 -.25 basis point.
  • China Iron Ore Spot 124.9 USD/Metric Tonne -1.0%
  • Bloomberg Emerging Markets Currency Index 48.6 +.13%.
  • Bloomberg Global Risk-On/Risk Off Index 55.8 +.7%.
  • Bloomberg US Financial Conditions Index .13 -9.0 basis points. 
  • Volatility Index(VIX) futures 21.0 -.41%. 
  • Euro Stoxx 50 futures +.44%.
  • S&P 500 futures -.09%.
  • NASDAQ 100 futures -.12%.

Earnings of Note
Company/Estimate

Before the Open:
  • (BKR)/.40
  • (BOH)/1.42
After the Close:
  • (BRO)/.46
  • (CR)/1.90
  • (LOGI)/1.03 
  • (ZION)/1.66
Economic Releases
10:00 am EST
  • The Leading Index for Dec. is estimated to fall -.7% versus a -1.0% decline in Nov.
Upcoming Splits
  • None of note
Other Potential Market Movers
  • The Eurozone Consumer Confidence report and the Jefferies Restaurant/Foodservice/Gaming/Lodging/Leisure Summit 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 industrial and consumer shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 50% net long heading into the week.

Saturday, January 21, 2023

Today's Headlines

Bloomberg:                  

Wall Street Journal:
Barron's:
  • Had bullish commentary on (JBL), (CB), (CZR), (RTX) and (BATRA).

Fox News:

CNBC:
Zero Hedge:

MarketWatch.com:      

TheGatewayPundit.com:  
The Epoch Times:
Twitter:
OpenVAERS:
SKirsch.com:

Friday, January 20, 2023

Evening Headlines

Bloomberg:

Wall Street Journal:

Fox News:

CNBC:
Zero Hedge:

MarketWatch.com:       

NewsMax: 
TheGatewayPundit.com:
The Epoch Times:
Twitter:
  • @RWMaloneMD - Psyops. You and your mind are the battleground. GHOSTS IN THE MACHINE. (video)
  • @DailyClout - Pfizer Report #53: Cardiovascular Events In the first 90 days after vax rollout: • 1403 patients suffered cardiovascular symptoms (myopericarditis not included) • 50% occurred within the first 24 hours • 66% of AEs were severe • 136 CV deaths.
OpenVAERS:
SKirsch.com:
Covid-19(Data, Maps, Graphs):