Key Takeaways New tariffs in focus as trade war shows no sign of truce Week ahead brings jobs report, Powell speech Bond yields remain under pressure and VIX back above 20 (Tuesday Market Open) A new set of tariffs and the market gives back last week’s advance. Some of the Chinese goods subject to fresh […]

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Key Takeaways Overseas tensions ease in U.K., Hong Kong Stocks rise across the board in Europe, Asia Data today include Fed’s Beige Book, auto sales (Wednesday Market Open) The yo-yo game continues. Today, things are looking up after yesterday’s swift drop, helped by strength overseas as geopolitical risk stepped back a bit. Stocks in Europe […]

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Key Takeaways Yield curve between 2-year, 10-year normalizes 30-year yield moves above 2% Chipmakers have good day Wednesday on positive analyst notes (Thursday Market Open) Investors appear to be in an optimistic mood this morning on news that the United States and China have agreed to high-level trade talks next month. The world’s two largest […]

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Key Takeaways U.S. economy added 130,000 nonfarm jobs in August Futures market probability of rate cut doesn’t change much after jobs data Fed’s Powell set to speak later today (Friday Market Open) To cap a week where economic data has painted a mixed picture of the U.S. economy, a widely anticipated report on the jobs […]

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Key Takeaways Bond yields are likely to be under scrutiny next month Investors appear to be keeping tabs on Fed moves U.S.-China tariff issues return to the front seat with swelling tensions Investors hoping for some relief from August’s whipsaw trading may not find it in September. Next month, several major issues seem to be […]

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Key Takeaways Trading in stocks, much like used shoes, requires a platform for trade execution, clearing, and settlement of funds Market participants include speculators, investors, and sometimes hedgers The price discovery process is the constant search for equilibrium amid changing supply, demand, and liquidity Ultra-complex socio-technical system. That’s a complicated phrase to describe things that […]

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Key Takeaways Once a quarter, Fed policy makers provide a “dot plot” showing their rate projections Learn how to find and interpret this tool to help glean Fed thinking Understand how changes to the “dot plot” over time can be a key part of this analysis How does the Federal Reserve make a point? By […]

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Key Takeaways Apple to report fiscal Q3 results after the close Tuesday with EPS seen lower Some analysts are concerned that services growth could be slowing Apple could give more insight into trade situation with China and its impact Can a stock with almost $1 trillion in market cap ever have a quiet 30% rally? […]

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Key Takeaways The semiconductor sector had a huge rebound in the latter half of Q2 Renewed trade talks with China appeared to give the sector more hope Demand might still be an issue, and the Huawei controversy continues to hover  If you’re looking for a sector that arguably serves as the number-one barometer of U.S./China […]

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Key Takeaways Uber reports earnings Thursday after the close The company is expected to report sharp quarterly losses Analysts see revenue seen up sequentially, but micro issues remain Many parents of Millennials gave their kids a lesson about the stock market: “Buy the things you know.” Transportation company Uber (UBER) is one a lot of […]

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