Taking a Knee

Futures are up moderately as we approach the open, gaining back much of the losses suffered yesterday in the wake of a dismal pending home sales print (-4.0% versus -0.8% expected, the worst since inception in 2001.) Prices fell MoM for the fourth month in a row. At this point, it appears the bulls are … continue reading →

BoJ Rolls the Dice

The Bank of Japan has kept interest rates at or below zero for years. Their bet was that the suppression of interest rates (by purchasing Japan’s net issuance, the BoJ now owns over 50%) would offer sufficient protection against both inflation and the 263% debt:GDP – exacerbated by the rapid depreciation of the yen. Investors, … continue reading →

Mixed Messages

The confusion isn’t over whether the market will continue selling off. It will. The question is how far it can sell off before it’s “rescued.”  Different indices indicate anywhere from 2.2% to 20%. And, it totally depends on which index gets to call the shots. If the Dow has its way, the market is in … continue reading →

Bulls: Throwing in the Towel?

As expected, Powell and Co. were not amused by the market’s recent exuberance and decided to take things down a notch. The algos haven’t yet given up, though, with VIX still under pressure and DXY remaining oversold.The reversal is working just fine so far. But, with OPEX tomorrow and two weeks left in the year, … continue reading →