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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 finished yesterday lower, with the S&P 500 dropping around 1% to a new cycle low, closing at 3,655, which was lower than the June low of 3,666. The move lower followed higher rates, a...
It will be a busy week, that’s for sure. There will be plenty of data, including new home sales, pending sales, PCE, and the University of Michigan. On top of that, there will be a slew of Fed...
2-year Treasury surged above 4% following the FOMC meeting The 2-year may now be heading to around 4.5% This should result in great stock market volatility The 2-year Treasury rate moved above 4%...
Stocks were up yesterday to start the day, rising by around 70 bps, then after the Fed announcement came, they dropped sharply. Then on schedule, around 2:30, the implied volatility melt started...
What is happening with rates and the dollar is pretty impressive, and the equity market, while down yesterday, has failed to keep up. The Fed meeting today, I think, will not be a surprise on the rate...
It was a reasonably dull day for the market yesterday, with the S&P 500 flirting around the flat line all day. We did catch a late-day rally, with the index rising around 70 bps. Most of the rally...
The S&P 500 and Nasdaq finished the week lower by around 5 and 6%, respectively. It is tough to find many bright spots in this market, especially with what is taking place in real rates. Options...
The September FOMC meeting is critical as it includes projections This could set the path of monetary policy for the next few months The Sept. 21 FOMC meeting will be a big one, not because of the...
September 14 was dull, with the S&P 500 trading between 3,910 and 3950. However, it has given the index an appearance of a consolidation day, and while it doesn’t have to, the day after the...
So much for that. It took one day to erase nearly a week’s worth of gains. An almost 6% rally in the S&P 500 was gone in less than 7 hours. This market moves with incredible speed, and we...