The Trading Desk Trading Desk Notes for August 20, 2022 Will markets get "back to business" with a BANG after Labor Day, Sept 5th? We are in the "silly summer season," and the "adults" are…Victor Adair20 August 2022
The Trading Desk Trading Desk Notes for August 13, 2022 Global stock markets continue the rally from the June lows, S+P up ~18%, NAZ up 23%, AAPL up 33% The S+P, DJI and VTI (Vanguard…Victor Adair13 August 2022
The Trading Desk Trading Desk Notes for August 6, 2022 Markets that don't fall on "bad" news probably go higher My macro bias over the past few weeks has been that inflation would stay higher…Victor Adair6 August 2022
The Trading Desk Trading Desk Notes for July 30, 2022 Markets assume "Peak Fed Tightening" has come and gone - stocks, bonds, commodities and gold rally, the US Dollar weakens The Fed raised s/t rates…Victor Adair30 July 2022
The Trading Desk Trading Desk Notes for July 23, 2022 Is anything going right in Europe? Germany reported a monthly trade deficit in May for the first time since 1991 (following the reunification of East…Victor Adair24 July 2022
The Trading Desk Trading Desk Notes for July 16, 2022 "Don't fight the Fed," they say, but what will the Fed do? The markets understand that the Fed is determined to cool inflation by raising…Victor Adair16 July 2022
The Trading Desk Trading Desk Notes for July 9, 2022 Fossil fuels - the Last Man Standing takes a tumble - but bounces back - a bit Front-month NYMEX WTI futures dropped as much as…Victor Adair10 July 2022
The Trading Desk Trading Desk Notes for July 2, 2022 Market worries switch from "relentlessly rising inflation" to "looming recession" The Fed raised s/t rates by 75bps two weeks ago and warned that they will…Victor Adair2 July 2022