The Trading Desk Trading Desk Notes for July 8, 2023 Real and nominal interest rates surged higher this week Interest rates across Europe, Canada and the US rose this week, with yields on the long…Victor Adair9 July 2023
The Trading Desk Trading Desk Notes for July 1, 2023 An Apple a day keeps the bear away AAPL surged to new All-Time Highs on Friday, up ~56% from its January lows. The market cap…Victor Adair2 July 2023
The Trading Desk Trading Desk Notes for June 24, 2023 Soaring stocks "pause" AAPL closed at new All-Time Highs this week, but many other stocks and the leading indices took a "pause." Perhaps there was…Victor Adair24 June 2023
The Trading Desk Trading Desk Notes for June 17, 2023 Central banks are determined to get inflation down The Fed and the ECB reminded markets again this week that they are determined to slow inflation,…Victor Adair18 June 2023
The Trading Desk Trading Desk Notes for June 10, 2023 The S&P and the Vanguard Total Stock Market ETF (the VTI) made new highs for the year this week The S&P is up >22% from…Victor Adair10 June 2023
The Trading Desk Trading Desk Notes for June 3, 2023 Up, up and away? The Nasdaq 100 futures had their highest weekly close this week since March 2022, up ~32% YTD; the S&P 500 index…Victor Adair4 June 2023
The Trading Desk Trading Desk Notes for May 27, 2023 Nvidia Following a quarterly report described by one analyst as "The greatest beat of all time," Nvidia's market cap soared by >$200 Billion on Thursday,…Victor Adair28 May 2023
The Trading Desk Trading Desk Notes for May 20, 2023 The US Dollar rallied against virtually all currencies over the past two weeks The US Dollar Index hit a 20-year high last September but then…Victor Adair21 May 2023