The Trading Desk Trading Desk Notes for December 2, 2023 Stocks, bonds and gold soar; the US Dollar falls as markets anticipate Central Bank cuts The DJIA has rallied ~4,000 points (~12.5%) in five weeks…Victor Adair3 December 2023
The Trading Desk Trading Desk Notes for November 25, 2023 A man hears what he wants to hear and disregards the rest. Paul Simon, The Boxer Over the last four weeks, the DJIA is up…Victor Adair25 November 2023
The Trading Desk Trading Desk Notes for November 18, 2023 Soft CPI = stocks and bonds up, USD down The Tuesday morning CPI report was marginally softer than expected; the market took that as "confirmation"…Victor Adair19 November 2023
The Trading Desk Trading Desk Notes for November 11, 2023 Surging Megacap Tech shares power the Nasdaq 100 to the highest weekly close since July Three weeks ago, the NAZ closed at a 6-month low…Victor Adair12 November 2023
Uncategorised Trading Desk Notes for November 4, 2023 Stocks and bonds soared this week, and the US Dollar fell as markets believe Central banks are "done" raising interest rates Bonds 30-year Treasury futures…Victor Adair5 November 2023
Uncategorised Trading Desk Notes for October 28, 2023 The Nasdaq had its best-ever first-half gain this year (~45%) but peaked in July and fell ~12% to this week's lows The Nasdaq's "defining moment"…Victor Adair29 October 2023
The Trading Desk Trading Desk Notes for October 21, 2023 Weekly change: Gold up, bond yields up, crude oil up, stocks down, USD down Gold Gold rallied ~$185 from 8-month lows on October 6 to…Victor Adair22 October 2023
The Trading Desk Trading Desk Notes for October 15, 2023 "This may be the most dangerous time the world has seen in decades." Jamie Dimon, CEO of JPMorgan Chase, in a statement accompanying the bank's…Victor Adair16 October 2023