Unconfirmed Is Not Necessarily a Negative

May 31, 2022 Good morning, Overnight Futures began their Sunday night session in the green, perhaps a carryover from last week’s strong equity market rebound (S&P 500 was +6.58% on the week).  However, as Europe opened for trading, the world was reminded that inflation is not simply a U.S. issue.  Eurozone CPI surged to an […]

A Bottoming Process

May 27, 2022 Good morning, Fridays before a 3-day holiday weekend are often quiet affairs for markets.  The overnight trading session for U.S. Futures was true to form then – a very quiet affair (Futures +0 to 20bps before the open).  With trading desks lightly covered by only the lowest tenured and interns – today […]