Fed Wildcard?

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Could the Fed FOMC meeting be a wildcard in today’s trading action, or will it be the dull expected $10 billion taper to $45 billion? The economic data this morning can also play a big factor, with both the ADP private payroll as well as the initial 1st quarter GDP release. Fed Wildcard? The expectation Read more…

Abeageddon

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As we push through the half-way point of Q1 earnings season, we are again about to hear from the Federal Reserve. This will certainly be an interesting meeting and will be the last one until mid-June. This, of course, will bring the spectre of the Taper to the front page again and can certainly inject Read more…

Earnings Half-Time Report

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We are half way through earnings season and it doesn’t look great, but at least it is not contracting. I guess you could say it is tepid or lackluster. Some are saying this was because of the winter storms, but I can’t help but wonder if this really was just a blip from the storms, Read more…

Apple Earnings – a value stock?

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A couple of solid earnings in some over-weight stocks have the pre-market futures up strongly, especially in the tech heavy NDX index. Amazingly, it only takes a couple of big names to drive the whole market. Was this strong earnings move on better bottom line, top-line revenue, and strong domestic or emerging market growth? All Read more…

P&G, Boeing, YUM earnings

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The market made a good solid move higher yesterday, but faded into the close. This morning the futures are under pressure slightly, did we see resistance and selling pressure kick in at the close yesterday? Perhaps. This earnings seasons seems to be telling the same story we have seen being played out over the last Read more…

McDonald’s, Netflix, United Tech Earnings

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It’s a big earnings week and we should look behind the headline numbers and into the details to see how both the domestic and global economies are doing. Yesterday I mentioned we have seen what looks to be the start of a rotation out of growth and into value or safety. This is exemplified through Read more…

Value Rotation?

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It’s the height of earnings season and so far we have gotten a mixed picture. The market continues to bounce between a support and resistance range, we are waiting to see how the Ukraine situation plays out and lastly, we are not certain how and when the Fed’s monetary policy will change. The pre-market futures look Read more…

GE, GOOGLE, IBM earnings

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The market is seeing a generally solid rebound; however it is the RUT that continues to be a lager. If the broader based index can’t get off the mat, I think this could be nothing more than a “dead cat” bounce. Some big names in earnings could set the short-term trend. GE, GOOGLE, IBM earnings Read more…

A little of everything

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The market bounced off these critical support levels giving everyone a sigh of relief. However, are we out of the woods and is this just a dead cat bounce? Part of that will be based on how the earnings reports sit with investors. Will they bring forth optimism or concern? So far it seems that Read more…

Lethargic Citigroup

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Earnings season is underway and the initial stories seem to be that of managing costs as top-line revenue and sales continue to see tepid growth. The big picture continues to be the division between emerging market growth and Western debt inflation. The good news is that the number of consumers and their incomes continue to Read more…

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