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Michael Kramer

  • Analysis & Opinion

Michael Kramer's Comment & Analysis
A complete archive of Michael Kramer's articles, including current analysis & opinion.

Stocks were flat again yesterday as the events the rest of the week get a bit more interesting, with GDP revisions today, PCE on Thursday, and ISM on Friday. It seems clear that bond rates are waiting...
Stocks finished the day lower, with the S&P 500 dropping about 40 bps and the Nasdaq 100 finishing flat. Not much changed materially. The Nasdaq has become my focal point in the last few days...
Stocks finished the week higher following the Nvidia-led rally on Thursday. However, the Nasdaq 100 failed to advance and clear key technical resistance. This could be important this week, especially...
So, I guess NVIDIA's (NASDAQ:NVDA) results were good enough to send the stock higher and clear the resistance at $750, with shares rising to $785. I’m not sure whether the stock deserved to move...
The S&P 500 was lower most of the day but caught a miracle bid into the close as implied volatility melted, perhaps as investors got cold feet heading into Nvidia's (NASDAQ:NVDA) results. In the...
US markets are closed for President’s Day on Monday and will reopen on Tuesday. There will be plenty of market news, mostly on Wednesday, with the 20-year Treasury Auction at 1 PM ET, The Fed...
Stocks finished higher yesterday, with a rally starting at 1 PM, as the market appeared to get a lift from the $8 billion notional delta value cover of that NDX for the QLYD ETF. It looks like the...
Rates and the dollar fell yesterday, giving stocks a chance to rally back. The S&P 500 caught this mechanical bid late in the day, of course right after I posted my YouTube video. The rise in the...
Inflation swaps won again, with yesterday’s CPI report coming in at 3.1% y/y versus the median analysts’ estimates for 2.9%, while inflation swaps were looking at 3%. The bigger shock was...
It was a mixed day of trading as rising implied volatility appeared to finally reach a level that was determinantal for stocks to continue to push higher. You won’t see it on the VIX index, but...