PVG Market In A Minute - March 8, 2022
Russia/Ukraine: We are surprised by how difficult it is for Russia to take Ukraine, more so from the view of how ineffective the Russian military has been... Market in a Minute 2022-03-08
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Russia/Ukraine: We are surprised by how difficult it is for Russia to take Ukraine, more so from the view of how ineffective the Russian military has been... Market in a Minute 2022-03-08
Read BlogRussia/Ukraine: We think the Ukraine war, for now, is in the market. At the worst point last week, we estimate the decline related to Putin was about ... Market in a Minute 2022-03-01
Read BlogRussia/Ukraine: As we mentioned last week, the market reaction was likely somewhere in the -2% to -5% range based on a Russian military action ... Market in a Minute 2022-02-23
Read BlogThe markets have been extremely volatile with concerns about much hotter than expected inflation reports, a potentially more aggressive Federal Reserve ... Market in a Minute 2022-02-15
Read BlogCPI Report on Thursday: Obviously, one of the big issues for the market is inflation, and how the Federal Reserve will try to contain it. The CPI and Core are ... Market in a Minute 2022-02-08
Read BlogFederal Reserve Policy: The consensus is now looking for five .25% rate increases this year, which would put the Fed Funds rate at around 1.37% ... Market in a Minute 2022-02-01
Read BlogThe key events this week: Federal Reserve meeting and Microsoft and Apple earnings reports. Technicals: As we said last week the support for the ... Market in a Minute 2022-01-25
Read BlogMacroeconomics: The markets are weakening based on a shift in Federal Reserve policy. The consensus expectations are the Fed will be done tapering ... Market in a Minute 2022-01-19
Read BlogCovid: This is interesting, this comes out of Israel, if you are fully vaccinated you are 6-13 times more likely to catch the Delta variant than naturally ... Market in a Minute 2022-01-11
Read BlogWe start the new year: The markets are in an overbought condition, specifically the S&P 500. The valuation of 21x forward earnings is fully valued ... Market in a Minute 2022-01-04
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