Take a look at the splash, there is positioning that is starting to take place in anticipation of what could be, maybe a fed Interest Rate increase. Hedging their bets tachlt a look at this one. The two year note yield for u. S. Treasuries, already over the korts of the past week, moving higher. It was near 80 basis points about a week ago. Now its up towards 90. Again, look in the grand scheme of the year to date period, eliminatively on a low basis here. One place where that battle, that hedging is starting to take place. That positioning. Also look at this. The dollar a big part of that story as well. Gold also playing into that. Again, 1275 a week ago her ounce. Now were around 1250. A 2 loss over the course of the past year. Gold has been a hot trade. Its still up. Up marketedly. So but some of the bets being paired back in anticipation of what could be a fed Interest Rate increase. Then one more place well look, one manufacture places well look, again, regional banks. Weve seen t
Rally. S p climbing 1. 54 . Nasdaq gaining. What happened to make everyone go from negative to positive practically overnight . Primary catalyst is the strength in oil. As long as oil hangs in there, roars higher there wont be big defaults in the oil patch, just small ones. We saw it today. The run on crude is incredible. Crude, crude everywhere and not a drop to be able to you cant find storage. You can always tell this kind of thing that oil is in control by looking at how the s p 500 futures trade before the stock market opens. The socalled overnights. Last night with oil up 75 cents the futures looked like they would take stocks up a half percent. As the oil futures traded up to double that, the s p futures suggested that the market would rally up a full percent. It is lock step. In the second positive factor, second factors crept into the market and well talk about it though its political. It is being over looked. Bernie sanders, looking like a paper tiger. With a small loss hes n
Immee trying to keemao rubio ive. I expect trump to go after mar rubio in a way he aryohe day announced forresident. Now you have a pro busines republan versus pro business democrat. Maybe ats why the market is rong now. Trump doesnt ha much good to say about the banks. s reserved special lash againshedge funds but as long as sande is a threat expect invective against the banks d Drug Companies from llarys camp they are huge targetfor the left clinton hataken millio in donatis over the years fm the ug companies. Wenow joson johnson, brislmyers, ea are amon hebiggest givers. You veo believe she can ea up on the antibusins rhetic. There aialogue. It will be a lot less heed if sanders is sidined. Call mskeptical since we are thstates in. It seems like what the market has been sayin hillerspenme with wall streeters of the hedge fund and this doesnt mean they own her candidacy but there is a dialogue which imore than nders or predent obama offered. Thmarket knows hlarys modete stance. Its w
It is lock step. In the second positive factor, second factors crept into the market and well talk about it though its political. It is being over looked. Bernie sanders, looking like a paper tiger. With a small loss hes now buried alive. Now we are hearing about how Hillary Clinton has locked audiotape huge number of super delegates and it could be impossible for sanders to win. Where did that come from . I have been saying when we get clarity in the president ial race its good for the stock market. Since the media likes a horse race, be careful. When the map turns to sanders in a month. Maybe the press will declare hes come back from the dead. Knocking out sanders, if hes knocked out, as every piece of journalism i saw this weekend post nevada suggested allows hillary to go back to a moderate which is friendly to wall street money. Immediate is trying to keep marco rubio alive. I expect trump to go after marco rubio in a way he are yous the day he announced for president. Now you hav
Nasdaq gaining. What happened to make everyone go from negative to positive practically overnight . Primary catalyst is the strength in oil. As long as oil hangs in there, roars higher there wont be big defaults in the oil patch, just small ones. We saw it today. The run on crude is incredible. Crude, crude everywhere and not a drop to be able to you cant find storage. You can always tell this kind of thing that oil is in control by looking at how the s p 500 futures trade before the stock market opens. The socalled overnights. Last night with oil up 75 cents the futures looked like they would take stocks up a half percent. As the oil futures traded up to double that, the s p futures suggested that the market would rally up a full percent. It is lock step. In the second positive factor, second factors crept into the market and well talk about it though its political. Bernie sanders, looking like a paper tiger. With a small loss hes now buried alive. Now we are hearing about how Hillary