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Archives by Year:
PLTR And DIS Earnings Reactions Suggest The Market Is Overvalued
On Monday, the S&P broke through its 50 DMA and it is marginally up again Tuesday morning. It is now towards the top of the range that it has been trading in since the March 28 high around 5250. But beneath the surface, reaction to Palantir (PLTR) and Disney (DIS) earnings suggest the market is […]
Q1 Credit Conditions Showed No Significant Change
The Senior Loan Officer Survey is a long leading indicator, telling us about credit conditions that typically turn worse a year or more before the economy turns down, and improve just at the economy is ready to turn up.The big drawback of this series is that the information is only reported Quarterly, and with a […]
Standard Chartered predicts Bitcoin boost from Trump re-election
The prospect of Donald Trump returning to office after the US presidential election in November could be a positive catalyst for Bitcoin’s value, said Standard Chartered in a report on Tuesday. The bank suggests a Trump election victory could lead to a more crypto-friendly regulatory landscape. “We think that a second Trump administration would be […]
Cloud Stocks: Analysis Of IBM’s AI Platform Strategy
Photo Credit: Mikita Yo on Unsplash IBM (NYSE: IBM) recently announced results for its first quarter and its plans to acquire cloud software maker Hashicorp for $6.4 billion. IBM’s Financials Revenues for the first quarter grew 1% to $14.5 billion, missing the Street’s estimates of $14.55 billion. Adjusted earnings of $1.68 per share were ahead of the analyst estimates of […]
The S&P 500 Comes To The Critical 5,200 Level
Image Source: Unsplash The S&P 500 is close to filling the gap and hitting multiple resistance levels at 5,200. This is happening as spreads between Italian and German rates widened again.Video Length: 00:08:58More By This Author:Stocks, Rates, And The Dollar Rise On May 6, 2024 Stocks Hit Major Resistance As Rates And The Dollar Find Key […]
S&P 500 Earnings Dashboard 24Q1 – Tuesday, May 7
Image Source: Pexels S&P 500 Aggregate Estimates and Revisions The 24Q1 Y/Y adjusted blended earnings growth estimate is 10.9%. If the energy sector is excluded, the growth rate for the index is 10.9%. Please note that the 24Q1 year-over-year growth rate for Bristol Myers Squibb reflects an approximate $12 billion one-time charge related to its acquisition of Karuna Therapeutics. […]
The Fed Has Made A Crucial Mistake… What Does That Mean For Stocks?
↵Image source: Pixabay As I outlined yesterday, the Fed is in a panic.By quick way of review: The Fed stopped raising rates in June 2023. Since that time, the Fed has shifted to talking about easing monetary conditions. This has ignited a second wave of inflation. On an annualized basis, the 1-month change in inflation is […]
The Export-Driven Growth Model Is Back In Germany
Image Source: Pexels March exports increased by 0.9% month-on-month, from -2% MoM in February. At the same time, imports increased by 0.3% MoM, from 3.2% MoM in February, widening the trade balance to €22.2bn from €21.4bn in February. Don’t forget that this is in nominal terms and not corrected for high inflation. While March trade data provided a […]
Stronger For (How Much) Longer?
CaptionImage by Arek Socha from Pixabay By now, everybody on the planet knows that “higher for longer” remains the Fed’s primary battle cry. We also know that Jay Powell’s merry band of central bankers will be “data dependent” when it comes to charting their next move. “Stay the course,” they say. And “we are committed to getting inflation […]
Stocks Continue Rally As Treasury Yields Drop
Stocks are on the rise today, with the Dow Jones Industrial Average (DJI) on track for its fifth-straight daily win, while the S&P 500 (SPX) and Nasdaq Composite (IXIC) eye their fourth consecutive daily gains. The Dow is up 94 points midday, despite Walt Disney (DIS) stock’s dramatic post-earnings drop, as falling bond yields give the market […]
