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Michael Kramer
Stocks Drop As Rates Launch Higher By Michael Kramer - Oct 20, 2022 3

The S&P 500 finished the day lower yesterday by around 70 bps, despite being up more than 1% in the overnight trading session. The gains evaporated as the dollar surged and rates rose sharply. The...

Chris Becker
20.10.22 Macro Afternoon By Chris Becker - Oct 20, 2022 1

Inflation concerns, a stubbornly hawkish Fed, a slowing China – pick your poison as Asian stock markets fell back again today even further than the weak showing on Wall Street overnight. The USD...

Greg Peel
The Overnight Report: Weak Demand By Greg Peel - Oct 20, 2022 2

Blame the Little GirlYou may have noticed it’s been a bit wet about the place lately. Yesterday we learned the weather has impacted production from all of BHP Group Ltd (ASX:BHP), Beach Energy...

Pinchas Cohen
Chart Of The Day: AMD's Decline Could Be Far From Over By Pinchas Cohen - Oct 19, 2022

Two and a half months ago, I wrote why AMD may be about to crash. I made the argument that weak guidance will overshadow strong fundamentals.Sure enough, the company's valuation has plunged since....

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