Thursday, April 25, 2024

Don’s Notebook June 25, 2018

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New home sales have been housing's central strength and unexpected weakness in today's report would raise new questions over the sector's contribution to the...

Don’s Notebook June 22, 2018

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Don’s Notebook June 22, 2018 The Purchasing Manager's Index (PMI)  Composite Flash Index provides an early estimate of current private sector output by combining information...

Don’s Notebook June 15, 2018

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Economic data have been picking up strength but this was not anticipated in today's Federal Reserve Industrial Production report. A big drop in autos...

Don’s Notebook June 14, 2018

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Yesterday's FOMC statement said household spending has picked up indicating strength for today's retail sales report. Confirmation came this morning in the US Commerce...

Another cloud IPO screams higher

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Last week Zscaler (ZS) ripped to a new high on strong earnings. Today, it's Pivotal Software's (PVTL) turn. PVTL rose about 25 percent in morning...

Don’s Notebook June 13, 2018

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The Federal Open Market Committee is expected to announce a quarter-point increase in interest rates when it publishes its decision at 2:00 p.m. Eastern...

Here come the central banks

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Now that the North Korean summit is finished, attention turns to major central bank meetings on both sides of the Atlantic. Both are expected...

Don’s Notebook June 12, 2018

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Any new pressure in core consumer prices in the CPI would be an unknown today, but markets are certain to focus on the outcome...

Don’s Notebook June 11, 2018

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There is a good chance that today’s market focus will be more on the upshot of the weekend's G-7 meeting, and the Singapore summit...

Don’s Notebook June 8, 2018

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This morning’s Wholesale Trade report from the U.S. Department of Commerce will highlight inventories which have been building at a steady pace in line...
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