TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:  11:00ET Fed’s Harker speaks   TODAY’S HIGHLIGHTS and News:   US funding bill blocks China from buying oil from Strategic Petroleum Reserve Congressional leaders unveiled a $436B package to keep the government operating through Sept. 30 Russia Accuses Germany Of Planning To Attack Its […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:    8:30ET Empire Manufacturing, Retail Sales, Philly Fed, Import Price Index, Export Price Index, Initial Jobless Claims; 1:15ET Fed’s Waller speaks; 7:00ET Fed’s Bostic speaks Dave Wienke and Dan Forsythe are traveling the rest of the week. TODAY’S HIGHLIGHTS and News:   NATO says […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:    PPI Revisions – 9:30ET Fed’s Goolsbee speaks; 4:00ET Fed’s Barr speaks TODAY’S HIGHLIGHTS and News:   Democrats pick up seat in US House as Suozzi wins in New York Jeff Bezos offloaded more than $4 billion in Amazon stock over four trading days […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   8:30ET CPI* *US JAN. CORE CONSUMER PRICES RISE 0.4% M/M; EST. 0.3% / *US JAN. CONSUMER PRICES RISE 3.1% Y/Y; EST. 2.9% TODAY’S HIGHLIGHTS and News:   US consumers expect to travel more this year; 91% expect to travel domestically, ~50% internationally Russia warns […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   8:30ET CPI Revisions; 1:30ET Fed’s Logan speaks TODAY’S HIGHLIGHTS and News:   USDA forecasts net farm income to plunge 25.5% in 2024 Tucker Carlson’s interview revealed Putin invaded Ukraine out of the apparently sincere belief that he’s retaking lands that rightfully belong to Russia […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   10:00ET Yellen testifies at House committee; 12:00ET Fed’s Mester speaks; 1:00ET 3-Year Note Auction, Fed’s Kashkari speaks; 2:00ET Fed’s Collins speaks  TODAY’S HIGHLIGHTS and News:   Citi Says US Tech Stocks Face Risk Of Big Selloff On Positioning ICE & HSI arrested several of […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   8:30ET Chicago Fed Nat Activity Index, GDP, Personal Consumption, Core PCE Price Index QoQ, Advance Goods Trade Balance, Retail Inventories MoM, Wholesale Inventories MoM, Durable Goods Orders, Cap Goods, Initial Jobless Claims; 10:00ET New Home Sales MoM; 11:00ET Kansas City Fed Manf. Activity; […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   9:45ET S&P Global US Manufacturing/Services PMIs, BOC Rate Decision; 1:00ET 5 year note auction US manufacturing PMI probably dipped to 47.6 in January from 47.9 last month TODAY’S HIGHLIGHTS and News:   Tesla plans a new mass-market EV with production starting in mid-2025 Russian […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   8:30ET Philadelphia Fed Non-Manufacturing Activity; 10:00ET Richmond Fed Manufact. Index, Richmond Fed Business Conditions; 1:00ET 2 year note auction TODAY’S HIGHLIGHTS and News:   China is considering a $278B package to stabilize plummeting stocks Israel saw its worst single-day death toll since the Gaza […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   8:30ET PPI; 10:00ET Fed’s Kashkari speaks TODAY’S HIGHLIGHTS and News:   The Fed balance sheet expanded last week by $5.7BN – the most since March’s SVB crisis US, UK Launch Airstrikes on Houthi Rebels After Red Sea Attacks HOUTHIS: RESPONSE OF YEMEN IS IMMINENT […]