MARKET TALK
Traders Market Weekly: Summer, Manufacturing, Jobs and Debt Ceiling
Traders Market Weekly: NVidia, AI and The Debt Ceiling
Traders Market Weekly: Debt Ceilings and The Consumer
Traders Market Weekly: Inflation and Bank Run Charades
Traders Market Weekly: Bank Runs, Apple, Fed and Jobs
CENTRAL BANKS
Central Bank Watch – Resilient Demand and Inflation Data Confusing Bankers and Analysts
Bond Traders Weekly Outlook: Two Year Rates Jump in U.S., U.K and E.U on Inflation Fears
South Africa Raises Interest Rates 50bps, Rand Falls to All Time Low
Ahead of Election Runoff Turkey Central Bank Leaves Rates at 8.5% as Lira Hits New Lows
Reserve Bank of New Zealand Raise Rates by 25bp to 5.50%, Kiwi Sells Off on Peak Rate
COMMODITIES
Commodity Traders Weekly Outlook: OJ Soar on Production While Lean Hogs Fall on Demand
Orange Juice Futures Explode 13% Higher for The Week with Florida Crop Smallest in 86 Years
Sea Freight Indices Slide Continues; Capesize Sank 20%, BDI Off 15%, Supramax Down 12.3% Panamax Falls 8.4% – TC Shipping Monitor
Commodity Traders Weekly Outlook: Natural Gas on Fire, Grains Sell Off
Dry Bulk Shipping Falls Across All Major Segments – TC Shipping Monitor
EARNINGS REPORTS
Nvidia Crushes Earnings and Guidance Acceleration with AI and Data Center Growth
Chinese Electric Car Maker Xpeng Reports Bigger Loss, Puts Hopes on G6
Toll Brothers Earnings and Outlook Higher as Luxury Housing Demand Improves
Chevron Acquires PDC Energy in $6.3 Billion Deal Increasing Shale Commitment
Apple Earnings and Revenue Higher Than Consensus, All Time High Services Income
ECONOMY
US Job Openings Unexpectantly Rise First Time in Four Months
Texas Manufacturing Mood Worsens with Declining Orders and Outlook – Dallas Fed
US Home Prices Rise 0.5% in March, Western States Fall First Time in Ten Years – FHFA
Home Prices Rise with Shortage of Homes for Sale in March – S&P CoreLogic Case-Shiller
Central Bank Watch – Resilient Demand and Inflation Data Confusing Bankers and Analysts
ENERGY
Around The Barrel – Crude Oil and Gasoline Traders Outlook Over Memorial Day Weekend
Texas Manufacturing Mood Worsens with Declining Orders and Outlook – Dallas Fed
Commodity Traders Weekly Outlook: OJ Soar on Production While Lean Hogs Fall on Demand
Into the Maelstrom – LNG and European Natural Gas Outlook for the Week Ahead
Into the Vortex – Natural Gas Traders Outlook for The Week Ahead
FOREX
Forex Traders Weekly Outlook – Repricing of Fed Hikes Higher for Longer Pumps U.S. Dollar
South Africa Raises Interest Rates 50bps, Rand Falls to All Time Low
Ahead of Election Runoff Turkey Central Bank Leaves Rates at 8.5% as Lira Hits New Lows
Forex Traders Weekly Outlook – U.S. Dollar Strengthens against BRICs and Yen, Commodity Currencies Rise
Fitch Ratings Affirmed Australia’s ‘AAA’ With a Stable Outlook
STOCKS
US Weekly IPO and SPAC Monitor: Active June Ahead with Energy plays MN8 Energy (MNX) and Kodiak Gas Services (KGS)
Nvidia Crushes Earnings and Guidance Acceleration with AI and Data Center Growth
Citigroup to IPO Banamex Mexico Retail, Resume Buybacks
Chinese Electric Car Maker Xpeng Reports Bigger Loss, Puts Hopes on G6
Toll Brothers Earnings and Outlook Higher as Luxury Housing Demand Improves
TECHNOLOGY
Nvidia Crushes Earnings and Guidance Acceleration with AI and Data Center Growth
Chinese Electric Car Maker Xpeng Reports Bigger Loss, Puts Hopes on G6
Amazon Advertising and AWS Cloud Computing Drive Earnings Higher than Expectations
Nvidia Earnings Beat with Rebound in Gaming, Sees Acceleration of AI and Data Center Growth
