Michael Kramer's Comment & Analysis
A complete archive of Michael Kramer's articles, including current analysis & opinion - Page 10
The Tariff Man is back, and I guess at this point, those on social media who thought that tariffs were negotiating tactics and thought Trump was bluffing weren’t around during Trump 1.0.
This version...
Stocks finished the day lower after the Fed held rates steady and signaled a more patient approach. If you listen to Powell’s talk, the takeaway is that the Fed is in a good place, and it sounds like...
Stocks finished the day higher, with the Fed meeting scheduled for today. The S&P 500 gained around 90%. Technology names bounced back yesterday, while the S&P 500 Equal Weight ETF (RSP)...
This week, we have the Federal Reserve meeting on Wednesday, followed by the European Central Bank (ECB) meeting on Thursday. Meanwhile, the Bank of Japan (BOJ) made waves last Friday by raising its...
It was another light day of trading volumes. When we look at the S&P 500 futures, there was less volume yesterday than yesterday, with just under 1.1 million contracts traded. This marks roughly...
Stocks were up pretty big yesterday, at least on the surface, with the S&P 500 rising by 63 basis points. However, when we look at the market overall, the volume of S&P 500 futures was very...
Yesterday, oil continued to move lower, and the dollar was noticeably weaker. Treasury yields declined across the board—not just in the U.S. but globally, with rates in the UK, Europe, and Japan...
Stocks finished lower on the day, with the S&P 500 dropping by 21 bps and the NASDAQ 100 falling by about 70 bps.
Still, the markets were more settled now that the S&P 500 moved back into...
Stocks moved higher yesterday. Last time, I noted that the S&P 500 was likely to rise no matter what the CPI report was because implied volatility was so high, which is pretty much what happened....
It was a very rocky trading session, with markets fluctuating significantly. As we head into the CPI report, one noticeable aspect was the VIX 1-day, which rose substantially yesterday. It closed up...