Market Snapshot January 30th 2026
Chaos incoming, AI is in trouble Data: 1) Global Rates / Yields — Key Benchmarks United States: 2Y ~3.61% | 10Y ~4.24–4.26% | 30Y ~4.86–4.88%, Treasury yields stayed elevated as markets digested Fed’s steady-policy message and ongoing supply concerns. United Kingdom: 10Y Gilt ~4.50–4.53%, supported by sticky inflation expectations and a cautious BoE outlook. Germany: […]
Market in Review 3/18/2024
MARKET REPORT Review: – BoJ to end NIRP – NASDAQ leads stocks higher – Strong China activity data – Crude Highest since Oct – Eurozone Trade Surplus 11B vs -32B Jan 23 – Steel rebounds from Mar 15th 4yr Low – US Home builder sentiment rises more than expected – Supreme court to hear arguments […]
Market in Review 2/28/2024
MARKET REPORT Review: – BTC Surge to $64k record ETF volumes, then Flash-crash/Coinbase exchange users show 0$ Bal – Mitch Mconnell will step down as Senate Rep leader in Nov – PCE deflator, sales, PCE and core PCE revised up – US Q4 GDP revised lower – Soft Aussie CPI – Dovish RBNZ hold – […]
Market Report 2/27/2024
MARKET REPORT Review: – BTC up 4% – Soft Durable Goods led by Boeing – Consumer Confidence stalls – Richmond Fed improves – Hot Japanese CPI – Fed’s Bowman tows usual line – BoE’s Ramsden says MPC could unwind APF fully – AAPL cancels electric car effort – HES-CVX merger under threat – OPEC reportedly […]
Market in Review 2/9/2024
MARKET REPORT Review: – US CPI revisions do little to change the narrative – Fed’s Bostic and Logan want more evidence on inflation – Netanyahu planning Rafah op to destroy Hamas – NYCB relief rally – Tech stocks continue surge, ES close above 5000 – Dollar flat, GC down small – Crypto continues surge – […]
