Key Takeaways Q1 earnings season puts spotlight on banks in mid-April following recent turmoil. Is an ‘earnings recession’ underway? Analysts expect overall weakness in company reporting. Market likely to remain focused on Fed as possibility of rate pause builds. Alex Coffey, Senior Trading Strategist, TD Ameritrade With the latest rate hike out of the way and […]

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Key Takeaways Big opener: May begins with Fed rate decision, April’s job report, and a big tech update from Apple  ‘Sell in May’ hasn’t been a good strategy in recent years Retail, semiconductor earnings loom large in May as critical sectors come under a microscope Alex Coffey, Senior Trading Strategist, TD Ameritrade One phrase you’re likely […]

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Key Takeaways Good inflation news may keep customers’ wallets open, but will they reach beyond the bargain brand? Q1 spending strong, but March’s banking headwinds reset some shopping lists.  Retail bankruptcies are already at year-end 2022 levels.  Alex Coffey, Senior Trading Strategist, TD Ameritrade If inflation really is slowing, as some data suggest, it couldn’t come […]

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Key Takeaways June’s course likely depends on the outcome of the debt ceiling debate Market participants building in higher chances of a June interest rate increase as pause hopes fade Apple’s developers conference, Oracle and Nike earnings fuel corporate news to watch in June Alex Coffey, Senior Trading Strategist, TD Ameritrade Despite Washington, D.C. dabbling with […]

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Key Takeaways Major indexes relatively flat as market consolidates following last week’s sharp rally Futures point to growing chances of a rate pause in June and a hike in July Will other sectors put rally hats on along with info tech? Breadth of rally remains narrow (Wednesday market open) Stocks continue treading water near recent nine-month […]

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It hasn’t been an easy start to the year for bond investors. The Federal Reserve continued its aggressive pace of rate hikes; instability flared in the banking industry, requiring government intervention; and a tense battle over raising the debt ceiling led to heightened fears that the U.S. government might default. Not surprisingly, volatility in the […]

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Key Takeaways Surprise rate hike from Bank of Canada doesn’t change market’s anticipation of Fed pause Volatility remains near recent three-year lows, but Treasury yields on the rise Mega-cap tech stocks pulling back this week, keeping rally on simmer (Thursday market open) Smoke isn’t the only thing blowing in from Canada this week. A rate hike […]

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Key Takeaways Broader market on pace for fourth-straight positive week for first time since last August Major data week ahead includes May consumer and producer prices, retail sales Market still prices in a likely Fed rate pause next week followed by a hike in July (Friday market open) After a dry-as-dust data calendar the last few […]

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Key Takeaways Volatility jumps as market participants gear up for tomorrow’s CPI data Fed set to gather tomorrow with market pricing in 75% odds of a rate pause Oracle earnings expected later today, putting cloud demand in spotlight (Monday market open) After a rare quiet week of subdued and range-bound trading on Wall Street, the flood […]

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Key Takeaways Stocks briefly wobble, then rally after Fed raises rates 25 basis points, keeps language hawkish Fed acknowledges inflation fight progress but still calls prices ‘elevated’ 8th Fed rate hike in a row, but no sign of a pause ahead in March Shawn Cruz, Head Trading Strategist, TD Ameritrade (Wednesday Post-Fed) The Federal Reserve is taking […]

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