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 […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   8:30ET CPI*, Weekly Jobless Claims; 11:40ET Fed’s Mester speaks on BTV; 12:40ET Fed’s Barkin speaks; 1:00ET 30 Year Auction   TODAY’S HIGHLIGHTS and News:   Chinese migrants lured to Oklahoma are victims of labor, sex trafficking, official says SCMP At $34 trillion, we are […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   10:00ET Wholesale Inventories, Wholesale Trade Sales; 3:15ET Fed’s Williams speaks on economic outlook     TODAY’S HIGHLIGHTS and News:   In 2023, outstanding credit card balances in the US surpassed $1 trillion for the first time – FRED US and Chinese defense officials held […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES:   8:30ET Trade Balance; 10:00ET World Bank annual report on global economy; 12:00ET Fed’s Barr speaks; 1:00ET 3 Year Note Auction TODAY’S HIGHLIGHTS and News:   House GOP begins Mayorkas impeachment proceedings Rare, dual cicada emergence expected in 2024; Broods XIX and XIII; occurs every […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES   9:45ET MNI Chicago PMI; 2:00ET Cash Bond Market Close Wishing Everyone a Happy New Year! TODAY’S HIGHLIGHTS and News:   Global merger and acquisition activity in 2023 fell 17% There is $1.9 Trillion of net treasury coupon supply in 2024 vs ~$1 Trillion in […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES   8:30ET PPI; 2;00ET FOMC Rate Decision ECB, BOE, SNB policy meetings Thursday – PPI 0.0% MoM, Exp. 0.0%; PPI Core 0.0% MoM, Exp. 0.2% TODAY’S HIGHLIGHTS:   ~90 Percent of Moscow’s Pre-War Army Lost to Death or Injury, US Intelligence Estimate Says The United […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES   8:30ET CPI*; 1:00ET 30 Year Bond Auction TODAY’S HIGHLIGHTS:   Harvard President Claudine Gay will stay in office after receiving backing from the university’s governing board Small business optimism index ticked lower again Japan’s oldest person dies at 116   Global stocks rose ahead […]
  TODAY’S GAME PLAN:  from the trading desk, this is not research DATA/HEADLINES   8:30ET Weekly Jobless Claims; 10:00ET Wholesale Inventories; 12:00ET 3Q Household change in net worth; 3:00ET Consumer Credit Challenger Gray: US Job Market Loosening; Employers Not As Quick to Hire TODAY’S HIGHLIGHTS:   CBP sources, there were more than 12,000 migrant encounters at the southern […]