Markets Unlocked 10/31/22: Fed Watch
Happy Halloween, everyone! As we head into the end of the first month of the last quarter of the year, the major news behind us is a GDP report. Politicians…
Markets Unlocked 10/24/22: Sectors, yen, and what’s real?
A few thoughts here, as we head into the end of October. Don’t be misled by daily moves There’s a lot of noise in markets. Commentators (of all sorts) report…
Markets Unlocked 10/17/22: what about this week’s reversal?
Thursday was one for the record books—stocks (and other risk assets) initially cratered under the CPI number, but quickly picked up momentum to the upside and finished the day in…
Markets Unlocked 10/3/22: a trade idea and timeframe expectations
Well that was an interesting month and quarter. I’m writing the second in what I expect will be a long series of weekend emails after one of the weakest months…