Just Markets : Investment News & Analysis

After a great run this year, Investors are learning to deal with economic weakness and hence the markets are repricing earnings growth. We have a lot of economic data and technical data that's shows weakness in the fundamentals and sentiment. Enjoy!

Most economic indicators are showing additional weakness. Housing and Energy are the only areas of some strength. The outlook doesn't  look great for the overall stock market. 

In today's podcast, we discussed the possible direction of this market given the possible headwinds and tailwinds. 

Today we discuss why the latest reaction by investors is misguided. We also discussed Q1 earnings scorecard. 

Trade war, negotiations, Uber IPO, Facebook Article and Technical Analysis.  

We finally have the overdue pullback. In todays episode we discuss the tariffs, pullbacks, support levels and real cause. 

In this episode we discussed the current employment situation, ISM non-manufacturing index and productivity growth. Productivity is the most important indicator that's helps us determine the long-term health of the US economy.

Questions? 

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In today's podcast we discussed the May 1st, 2019 Fed decision not to change the Fed funds rate and the market reaction. We also did a deep dive of the Fed statement. We also discussed today as being the possible catalyst for a technical correction. 

Topics: Economic Indicators, $2 Trillion infrastructure package & Federal Reserve Independence.  

Dissecting 3.2% Q1 2019 GDP, talked about its components and S&P 500 earnings update

Topics: Big move in the yield curve, Straits of Hormuz, Oil price and are these price levels sustainable. 

Topics: US Housing Data, China: Politburo's approach and risks. 

In todays episode we talked about Oil prices, Iran sanctions, Disappointing Auto  Sales and a coming market pullback. 

Topics

-S&P 500 Earnings report with 15% reporting and the index isn't going anywhere. 

-Can we trust Chinese Growth?

-Economic Indicators are coming in mixed. 

Midday market recap, Bank of America earnings, LYFT or UBER? Comparing the IPOs. 

Market Update, S&P 500 primed for a technical correction, producer price index and weekly jobless claims. 

Discussion on the list of proposed tariffs on imports. 

Discussed BREXIT options, Reserve Bank of India's rate cut motivations and Technical Analysis. 

Discussed: Market performance today, Unemployment report, Payroll report, Wage gain etc.  

Discussed market data, weekly jobless claims, Fed funds rate, the economy, Boeing 737-max issues, and the LYFT IPO. 

Topics Discussed: ISM non manufacturing, Motor Vehicle Sales, ADP employment Data and Q1 2019 earnings preview. 

Today we talked about the global markets, Walgreens (WBA) earnings, Delta guidance, new bank regulation TLAC and durable good orders.

In this episode we do a global market recap, discuss the border shutdown and discuss economic indicators.