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Value wins the day, tech under pressure, two Fed speakers today

5/4/2021 10:47:59 AM GMT Investors trade tech names for recovery names It is the Growth vs. Value Play and yesterday – Value won. ISM Prices Paid – Is it sounding the alarm bell? Two FED speeches today…Evan’s and Mester – Listen to what they say. Oil up 1.6% as demand surges, the 10 yr. stuck at 1.61% Try the Pan Seared Pork Chops w/Caramelized Peaches. Some stocks got off to a good start…. or as Tony the Tiger used to say – “That’s GRRRREEEAAATTTT!” as investors piled into the recovery names shunning almost everything technology…. leading to a break among the indexes……. If you happened to be a member of the Dow Industrials,  the Dow Transports, the  Russell or some of the S&P names you walked away feeling good about yourself….…..but if you were a Nasdaq name – oh boy….wasn’t your best day…..and while the broad Nasdaq index wasn’t beaten up that badly, there were a number of names that couldn’t get out of their own way –  Mega-cap

The Economy Is (Almost) Back It Will Look Different Than It Used To

DIARY-Today in Washington - April 29

DIARY-Today in Washington - April 29 Reuters 4/28/2021 - 0830/1230: The Commerce Dept. issues Durable Goods for March. 1000/1400: The Commerce Dept. issues annual benchmark revisions to U.S. Retail Sales, seasonally adjusted and unadjusted, through March 2021. 1030/1430: The Federal Reserve Bank of Dallas issues Texas Manufacturing Outlook Survey for April. 1100/1500: The USDA releases weekly U.S. export inspections for grains and oilseeds. 1130/1530: The Treasury Dept sells 6-month bills, 2-year notes. 1300/1700: The Treasury Dept. sells 3-month bills, 5-year notes. 1600/2000: The USDA issues weekly Crop Progress report. 1600/2000: The USDA issues weekly world cotton price. 1630/2030: The Federal Reserve issues weekly balance sheet. -

What to watch this week Central Banks, GDP, and Confidence

4/26/2021 2:38:13 AM GMT Monday 26 April Orders of US-made Durable Goods are expected to lift 2.5% month-over-month when the March figure is released Monday. This report should be watched closely in the likely event the actual value deviates widely from the forecasted value. All year, the market has had significant trouble predicting the month-over-month value of Durable Goods Orders. Thus, an eye should be kept on this report at the beginning of the week. Traders of CAD, MXN, CNH, and EUR against the USD will be especially wary. Tuesday 27 and Wednesday 28 April A couple of Central Bank Interest Rate decisions are due this week. I will list them all in one go. They are incredibly important events, but all interest rates will likely remain as is, with no changes.

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