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Archive for the ‘Morning Briefing’ Category

Squawk Morning Briefing: Seek And Ye Shall Seek

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We have made some adjustments to how we encode the Squawk videos.  So now if you want to slide the progress bar to seek forward or backward in the videos you can do it.  Hopefully this will make things easier for everyone.   This affects all videos going forward, but we’ll also try and go back […]

Squawk Morning Briefing: A Day of Rest?

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Today might end up being a good day to take a break.   Don’t get us wrong, we won’t, but it might not be a bad choice.   Some people avoid expiration Friday by policy and we often avoid daytrading on such days.   To establish longer-term positions we want to have some confidence in the broader picture […]

Squawk DJIA Briefing for 09/16/2011

Below is our evening update for the DJIA. Tomorrow morning we will update the outlook for the other markets we cover.


Squawk Morning Briefing: News During Expiration

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Expiration week has a way of exaggerating moves.   If positions which looked like they might expire worthless suddenly have value then it can drive prices either up or down depending on which side is closing positions.
The last month has been mostly sideways in a wide range.   Options speculators who may have been looking for a […]

Squawk Morning Briefing: Expiration Bias

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With all the news about European sovereign debt it is easy to lose track of the fact that this is options expiration week in the U. S. as well as quarterly index futures expiration.  It is also worth noting that September tends to be seasonally weak, with expiration week typically standing out with a somewhat […]

Squawk Morning Briefing: Internet Troubles

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As we mentioned in our email, today’s briefing was slightly delayed due to Internet connectivity issues.   So we’ll get straight to the videos today…


Squawk Morning Briefing: When You Lie Down with PIGS

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The old saw goes, “when you lie down with dogs you wake up with fleas.”   It seems that when one lies down with PIGS, one wakes up looking for one’s wallet.   News reports are crediting fears of a Greek default with causing a European sell-off overnight.  At some point “fear” will be replaced with “certainty” […]

Squawk Morning Briefing: Silence and Rememberance

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Today the CME Group is observing four voluntary, one-minute  moments of silence throughout the day.   The first was already held at 8:46 EDT.   The remaining three are scheduled for

9:03 EDT
9:59 EDT
10:39 EDT

If you wish to participate, simply don’t trade for a minute as an opportunity to reflect on the events of September 11, 2001 and […]

Squawk Morning Briefing: Two Hits to Futures

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Equity futures were hit twice this morning: once when the ECB announced rates would remain unchanged and again when U. S. unemployment claims came in weaker than expected.   As we publish, equity futures remain weak.   This weakness will need to continue into the day session to keep the immediate view toward the downside.
As we lay […]

Squawk Morning Briefing: Which Path to Choose?

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Even after a bounce Tuesday afternoon and strength in the overnight futures, our focus on U. S. equities remains down — at least for one more low.  However, there remain many possible paths to get there.  We outline the most likely routes and how we’ll watch them in today’s videos.  Currencies and bonds are also […]

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