Thanks to Reuters for including me in their article on markets, the carry trade, and Mag 7. You can find it here:
Where is money flowing today?
Indicator of the Day (video): S&P 500 Bullish Percent
Quote of the Day…
Be in the know. 15 key reads for Thursday…
- Intel Names Lip-Bu Tan as Chief Executive Officer (wsj)
- Intel CEO Signals That He’ll Stick With Contentious Foundry Plan (bloomberg)
- Five Things to Know About Lip-Bu Tan, Intel’s Next CEO (wsj)
- Alibaba revamps Quark search engine into AI super assistant as China’s tech race picks up (scmp)
- Boeing Stock Is Too Cheap For Citi. How Trump and a Trade War Have Left Their Mark. (barrons)
- Dollar General Rises With Sales Guidance Higher Than Estimates (bloomberg)
- AI Data Center Build-Out Raises Concerns About America’s Future Power Needs (zerohedge)
- Is the US housing market becoming a buyer-friendly market? (foxbusiness)
- Is There an Extremely Simple Fix for Affordable Housing? (bloomberg)
- ECB Will Be Back to 2% Target at End of Year, Nagel Tells BBC (bloomberg)
- Winners and losers from the Wall Street sell-off (ft)
- Lilo & Stitch Looks Like The Best Disney Live-Action Remake Ever (screenrant)
- Estée Lauder continues generative AI push with Adobe integration (marketingdive)
- Wholesale inflation flattens out in February in another sign of easing inflation (marketwatch)
- US Jobless Claims Edge Down, Remaining Near Pre-Covid Levels (bloomberg)
“Same Playbook, Different Day” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Monday, I joined Madison Mills and Brad Smith on Yahoo! Finance to discuss Mag 7, Carry Trade, Rates, JGB, International Stocks, and a lot more. Thanks to Madison, Brad, Justin Oliver, John Hyland, and Taylor Clothier for having me on:
Continue reading ““Same Playbook, Different Day” Stock Market (and Sentiment Results)…”
