Author Archives: lazbird37

Who Starts a Trade War With a Country They Owe $1.17 Trillion to?

Investors will continue to listen to the war of words between Trump and China on a potential trade war. On the economic front, we have CPI, University of Michigan Investor Sentiment and PPI. Earnings: Earnings start to rev up towards the end of the week with JP Morgan and Wells Fargo scheduled to announce earnings before […]

How Far Away Are We from GAME OVER

Investors have a relatively quiet week for the first week of the 2nd Quarter. On the economic front, we have Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Non-Farm Payrolls & Unemployment Rate:  Non-Farm Payrolls, the Unemployment Rate and Average Hourly Earnings for March are scheduled to be released this Friday (4/6). […]

Trade Wars Are Bullish

Yes, I said it. Trade wars are bullish for the stock market and here is the rationale behind it. Since obviously, President Trump only cares about the stock market going up so he becomes richer (and maybe his base), the trade war he is starting will make the one body that can actively do something, […]

Another Punch Bowl Being Taken Away

Geo politics can always come into the forefront, but this week has a mix of central bankers and economic data. On the economic front, we have Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings Super Mario Draghi Speaks: ECB President Mario Draghi is scheduled to speak at the ECB conference on Wednesday […]

1, 2, 3, 4, I Declare a Trade War

Investors will be watching the latest rhetoric out of the White House as President Trump is scheduled to sign tariffs on steel and aluminum this week. We also have a statement from the Bank of Japan where they may announce that they are taking away the punch bowl (a significant change to monetary policy.) On […]

Did President Trump See his Shadow Like Punxsutawney Phil?

And we’re back. In America, Happy National Hangover Day. Investors will look to see if rates continue to rise. On the economic front, we have a quiet week with Crude Oil inventories. Interest Rate arising: Last week saw the benchmark 10 Year yield rise to 2.85%, the highest level in 4 years. With the sell-off […]

Expect More of the Same

Happy New Year! Investors will be trickling back from their vacations this week and will have a slew of data to go through along with factors to watch in the coming weeks. On the economic front, we have ISM Non-Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. 2017 Review: That will be […]

Can We Update Our Bank Holiday Rules

Another ridiculous law of a bygone era. A bank should be able to be closed for more than 72 hours so we have more 4 day weekends and no show up to work the day after Thanksgiving for a pointless half day. Investors have a quiet week for the last trading week of the year. […]

Kickin the Can, Kickin the Can

Investors have a light economic data week ahead as all eyes point to the Fed and central banks around the world. Additional eyes will also be on Bitcoin futures which start to trade this week.  On the economic front, we have PPI, CPI and Empire State Manufacturing. Federal Reserve: On Wednesday (12/13), the Fed will release […]

I Was Elected to Lead, Not to Read

Investors will start to read the tax reform bill passed since nobody actually read it (where have we heard this before?) to see what industries may potentially benefit even more. On the economic front, we have ISM Non-Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Get Ready for a Stock Buyback and […]

How Many People Got Trampled on Black Friday??

After ordering the latest gadgets on Cyber Monday, investors have a busy week ahead highlighted by a potential floor vote on tax reform. We also have an OPEC meeting to discuss continued production cuts. On the economic front, we have Prelim GDP and ISM Manufacturing PMI. Tax Reform: It looks like the Senate is planning […]

Game of Thrones Saudi Style

Investors have a lot to digest this week from geo political to a potential change in fiscal policy. On the economic front, we have CPI, Retail Sales, PPI and Building Permits.   Tax Cuts and Jobs Act: Every single lobby group continues to be in lockdown, as the Senate and House versions of the tax bill […]

And Now the Tough Part Begins

After an extremely heavy economic week, investors have a break as they concentrate on earnings and the ongoing negotiations for passing the Tax Cuts and Jobs Act.   Tax Cuts and Jobs Act: Now with every single lobby group in DC in lockdown, headlines out of the negotiations can potentially affect certain sectors. So if […]

And the Fed Chair Goes to….

Who will Trump give the rose (ahem) Chair Position to, and who will he say “You’re Fired” to? Investors have a busy week ahead as Trump is supposed to announce his pick for the next Fed chair, the latest Fed statement, and another busy earnings week. On the economic front, we have Manufacturing PMI, the […]

Who will be the Most Powerful Person in the World?

Hint: It’s not the President, and not in a Dr. Evil kind of way. And we’re back, after a brief hiatus. Investors will be concentrating on 3Q earnings and the latest on the potential new Fed Chair, and the ECB has their interest rate statement. On the economic front, we have GDP First Release and […]

No Time to Back Down

Investors will watch to see the latest details out of President Trump’s proposed tax reform as we start the last quarter of the year. On the economic front, we have ISM Non-Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Non-Farm Payrolls & Unemployment Rate: Non-Farm Payrolls, the Unemployment Rate and Average Hourly Earnings […]

Rocketman vs Mentally Deranged Dotard

Investors will continue to pay attention to the saber rattling between the Rocketman (Kim Jong Un) and the Mentally Deranged Dotard (President Trump). On the economic front, we have Consumer Confidence, Durable Goods. Ze German Elections: On Sunday (9/24), Germans went to the pols to elect members to the German Federal Parliament. From this they […]

Please Move the UN General Assembly Out of NY

Nothing like giving terror sponsors, and some may be good sponsors, a platform to speak from.   New York will be turned into a parking lot for the United Nations General Assembly as investors concentrate on this week’s Fed statement. On the economic front, we have Building Permits and the Philly Fed. The North east […]

Another Hurricane? Buy the Dip

Investors will look at the damage from Hurricane Irma as insurance companies (and hedge funds) start to close their eyes and we start the cleanup process. On the economic calendar, we have CPI, Retail Sales and PPI. Hurricane Aftermath: After destroying islands in the Caribbean last week, Hurricane Irma made landfall this weekend along the west […]

Possible War? Buy the Dip!!!

As Labor Day weekend in the US is the official end of summer, we should start to see volumes pick up again in the stock markets over the next few months. On the economic front, we have a quiet week with ISM Non – Manufacturing PMI. Investors will also look to see if we have […]