Archive for the ‘Morning Briefing’ Category
Squawk Briefing for April 4, 2014
Lots of things can change with the labor numbers expected in the morning. Tonight’s videos prepare us for the likely scenario. We expect to be back to a normal schedule next week.
Squawk Morning Briefing: Full News Docket
The news docket continues to be full both today and tomorrow. That should help keep equity markets on their toes as both large caps and broad market indices work near all-time highs. Overall, it looks like they have more to go.
Squawk Briefing for April 2, 2014
Thank you again for bearing with our modified publishing schedule this week. Below you’ll find our briefing for Wednesday. Our next briefing will Thursday morning. We’ll be back again on Thursday evening with our briefing for Friday to accommodate early appointments at the hospital on Friday.
Squawk Morning Briefing: Scheduling
Our schedule will continue to be flexible for the remainder of the week. Our briefing for Wednesday will come out this evening and we will play things by ear for the remainder of the week. Thank you for bearing with us. Kevin has produced a treasury briefing and the remainder of the […]
Squawk Morning Briefing: Abbreviated Update
Due to a confluence of circumstances we have an abbreviated update today with all markets covered in a single video. More details in today’s video.
Squawk Morning Briefing: The 28% Solution
Yesterday we talked about quarter-end mark ups. For funds that want to show shares on their books by the end of the quarter yesterday was the day that matters because stock transactions take three business days to settle. Perhaps that is the reason why SentimenTrader.com reports that the next-to-last trading day of March […]
Squawk Morning Briefing: Will We See Mark Ups?
It is common to see funds buying at the end of the quarter to mark up positions they have on their books. With just three trading days left in the first quarter this is mark up season. However, whether they will continue to buy this quarter as we consolidate just under all-time highs […]
Squawk Morning Briefing: Consolidating Near Highs
Patterns over the past several days continue to look only corrective in both direction. In general, that suggests consolidation which eventually resolves in a continuation of the dominant trend. Today’s videos update what this implies for markets now.
Squawk Morning Briefing: Exploring More Upside
Yesterday we commented that the pattern into last week’s high was unconvincing as a lasting top. While Monday saw some additional follow-through to the downside, so far, it is also unconvincing. That could change so our videos address what sort of action would suggest that the move down might have materially more selling […]
Squawk Morning Briefing: Pattern Unconvincing
With the S&P 500 making new all-time highs on Friday it is possible that we’ve seen a longer-term top. However, the pattern into that high is far from convincing meaning that we’d need to see much more confirmation to the downside before embracing that view. Today’s videos look at several other reasonable scenarios […]