Is The Contagion Contained?
Peter Tuchman, Broker at Trade Mas, shares his thoughts on the latest Fed rate hike in the wake of bank collapses, whether the bank failures could spread to other industries, and what he’s watching most closely right now.
FOMC and Banking Failures
Tim Anderson, Managing Director at TJM Investments, discusses why, even in the wake of the second and third largest lenders to collapse in US history, the S&P 500 is still positive YTD and how a 25bps rate hike could be the most market-stabilizing action FOMC can take.
Momentum Shift: A Closer Look at the US...
Hailey Orr, Director of Capital Markets Strategy for MUFG and co-author of the firms recently published research “Momentum Shift: A Closer Look at the US Consumer”, shares insights from the research, discusses mixed macroeconomic data, and expectations for a US recession.
Silicon Volatility, CPI Day, and Rate...
In the wake of the collapse of Silicon Valley Bank and Signature Bank, Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange, breaks down the sell off and rebound, expectations for the Federal Funds Rate, and the just-released February CPI data.
A Lot Of Volatility, Not Much Change
Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners, discusses the continued volatility and why there hasn't been much big picture change.
Q4 Earnings Season Recap and S&P 500...
Tim Anderson, Managing Director at TJM Investments discusses 2023’s worst week for markets so far, fourth quarter earnings, and a projected record-breaking year for stock buybacks.
FOMC Meeting & Market Price Action
Michael Reinking, CFA, for the New York Stock Exchange, discusses the market’s reaction to the release of the most recent FOMC meeting notes, the recent uptick in MoM inflation, and mortgage applications being at a low last seen in 1995.
A.I. And Are Markets Listening?
Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners shares his thoughts on A.I. and its impact on stocks, and whether the market is reacting appropriately to recent remarks made by U.S. Treasury Secretary Janet Yellan, Fed Chair Jerome Powell, and President Biden.
Fed And Tech Talk
Matthew Tuttle, CEO and CIO of Tuttle Capital Management discusses whether equity markets might be overly optimistic after the first FOMC meeting of 2023 and whether it’s time to consider taking on more risk.
Market Reacts To First Fed Day Of 2023
The fed announced a 25bps rate hike after its first FOMC meeting of 2023, bringing the new benchmark rate range to 4.50% and 4.75%, the highest level since October 2007. Peter Tuchman, aka “the Einstein of Wall Street” aka “the most photographed man on Wall Street”, shares his thoughts on how the news was received on the Floor.
Earnings, Outperforming Global Equities, and...
Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange**, discusses Q1 2023 earnings, U.S. equity performance compared to global equities, and what the latest in employment news will mean for the Fed.
Earnings Season: Week 1 of Q1 2023
Tim Anderson, Managing Director at TJM Investments, shares updates from week one of earnings season, thoughts on bullish European equity markets, and why the US debt ceiling doesn't matter to markets.
Where Will The Fed Go In 2023?
Jonathan Corpina, Senior Managing Partner, Meridian Equity Partners discusses where the Fed might take interest rates in 2023, the sliding value of the dollar, and earnings season as analysts contemplate earnings compression.
Outlook As Markets Open In 2023
Tim Anderson, Managing Director at TJM Investments, discusses how investors are feeling ahead of the first opening bell of 2023.
Market Reacts To Final Rate Hike Of 2022
Michael Reinking, CFA, Sr. Market Strategist for the New York Stock Exchange discusses the market’s reaction to the seventh and final rate hike of 2022, how things might look in 2023, and what might signs might signal a market bottom.
Fed’s Final Rate Hike In 2022
After the final Federal Open Markets Committee of 2022, the federal reserve announced its seventh and final rate hike of the year, raising rates by 50bps, — bringing its target rate range to 4.25% and 4.5% the highest level in 15 years. Markets had an unexpected reaction.
What’s behind the recent drop in 10-year...
Since trading at a 13-year high of 4.24%, U.S. 10-year Treasury yields have dropped to a low of 3.48%. Behind this decline appears to be a series of economic data points driving various sentiments. Insights by Jim Iuorio with TJM Institutional Services. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Lessons Learned In 2022 And Looking Forward...
Brian H. Vendig, President of MJP Wealth Advisors, shares lessons that can be taken from 2022, how investors have a changed their allocations, and what’s top of mind for clients heading into 2023.