Monsoon Season
Morning Summary: Since my friends at Barchart brought their Summer Road Show to Omaha on Tuesday, August 4, this little part of the world has seen a veritable monsoon season [...]
Morning Summary: Since my friends at Barchart brought their Summer Road Show to Omaha on Tuesday, August 4, this little part of the world has seen a veritable monsoon season [...]
Morning Summary: I have a music playlist that I run most days while writing Morning Commentary. When I hit “Play” Thursday, the first song that came up was Bob Seger’s [...]
Morning Summary: Wednesday session is brought to you by a couple of Carls. First, as I mentioned earlier this week, today’s docket is filled with government numbers, “data” that is [...]
Morning Summary: I reversed the order of my usual morning routine Tuesday, this time looking at the headlines (slide 2) before running the traps of the various sectors of the [...]
Morning Summary: Welcome to a new week with a look at the quote screen showing us the commodity complex is basically more of the same. For those addicted to government [...]
I was unable to post Morning Commentary Wednesday morning due to a power outage over parts of west Omaha. We will see if power stays on long enough to do [...]
*I will be attending the Barchart Summer Road Show meeting in Omaha Tuesday afternoon, so there won’t be Afternoon Commentary later today. Morning Summary: It’s another Tuesday morning, meaning the [...]
Morning Summary: I sat at my desk for quite a while pre-dawn Monday before opening my quote screen. Once I click that button, even though I looked at Sunday night’s [...]
Morning Summary: What will today bring? Will it be a typical Frantic Friday as algorithms make sense of the latest headlines and technical statistics, all while trying to project how [...]
Morning Summary: As I ran the traps of the commodity complex early Thursday morning, two things jumped out at me. First, the Financials sector (US Treasury futures) was deep in [...]
Morning Summary: As wild as this week has been, it has followed the typical weekly script. The commodity complex got rolling with a Manic Monday as Energies, Grains, and Livestock [...]
Morning Summary: What a week it has been. And it is only pre-dawn Tuesday, meaning the next thing on the agenda is the two-day US Federal Open Market Committee meeting. [...]
Morning Summary: I was going to refer to The Bangles song “Manic Monday[i]” for today’s Morning Commentary but realized I do that nearly every week. So, I changed it up [...]
Morning Summary: As I ran the traps of the commodity complex pre-dawn Friday, I was confident my statement in Thursday’s Afternoon Commentary was correct. Recall I said, given the sharp [...]
Morning Summary: Let’s go through the pre-dawn commodity complex checklist. Energies sector higher? Check. The headlines are more of the same starting with, “U.S. oil tops $90, Brent above $98 [...]
Morning Summary: The US president’s friends and political allies in the petroleum industry, including Vlad the Invader, had a good night last night. Thanks to Secretary of State Rubio’s well-timed [...]
Morning Summary: It wasn’t all that long ago when overnight markets were easy to figure out. For example, if a look at the pre-dawn quote screen showed the Energies sector [...]
Morning Summary: What a Way to start the Week. As I ran the traps of the various sectors of the commodity complex pre-dawn Monday, the first thing that jumped out [...]
Morning Summary: If you haven’t already, help yourself to a second cup of coffee this morning. A look at the quote screen pre-dawn Friday tells us all things are possible, [...]
Morning Summary: After an initial running of the traps of the various sectors of the commodity complex early Thursday morning, I found two constants: Financials (US Treasury futures) were in [...]
Morning Summary: There is a definite pattern that has developed over the past decade as dictators from around the world use the same playbook. A check of the quote screen [...]
Morning Summary: Just when I think I may have figured out how the game is played these days, it changes, forcing me to think again. The pattern has been, during [...]
Morning Summary: At Sunday night’s open, it looked like US markets were in for just another Manic Monday. As expected, weekend headlines were filled with talk of escalating fighting over [...]
Morning Summary: Bears seemed to be on the prowl in the commodity complex Thursday night through early Friday morning, though one has to wonder if they will retreat to their [...]
Morning Summary: For those old enough to remember network television – the days when all we had was ABC, CBS, and NBC – by the time summer rolled around all [...]