The Market Chronicles
af Michael J. Kramer
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The CPI Report and Treasury Auctions Threaten To Send Rates Higher
The CPI Report and Treasury Auctions Threaten To Send Rates Higher
Om denne podcast
A macro market commentary
www.themarketchronicle.com
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De nyeste 20 af 31 episoder
- The CPI Report and Treasury Auctions Threaten To Send Rates Higher · 11 min.This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer is a member and investment adviser representative with Mott…
- Volatility Surges Heading Into The January Job Report · 7 min.This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer is a member and investment adviser representative with Mott…
- Tariff News Causes Market Volatility To Spike · 5 min.This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer is a member and investment adviser representative with Mott…
- The Markets Risk Reward Does Favor The Bulls · 17 min.https://www.themarketchronicle.com/subscribe Welcome to the Market Chronicles podcast, hosted by Michael Kramer. Stay ahead of the curve with in-depth analysis of the stock…
- Stocks Rise As Sellers Exit and Liquidity Drops · 8 min.Volume levels in the S&P 500 Futures have fallen to their lowest levels since mid-December. Charts used with the permission of Bloomberg Finance L.P. This report contains…
- Stocks and The VIX Both Rally On The Same Day · 9 min.Charts used with the permission of Bloomberg Finance L.P. This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer…
- Stocks Rally As The VIX, Oil, and Rates Fall · 7 min.The VIX, Rates, and Oil all fell on Tuesday January 21, 2025 Charts used with the permission of Bloomberg Finance L.P. This report contains independent commentary to be used for…
- The A Hot CPI Report Threatens Further Bear Steepening of the Yield Curve · 12 min.In this episode of The Market Chronicles, Michael Kramer dives deep into the latest economic data and market trends shaping the financial landscape. Starting with a detailed…
- Global Surge In Rates Continues, As Demand For Equity Leverage Evaporates · 12 min.The stock market had a relatively quiet day, with the S&P 500 closing essentially flat, up just 16 basis points. Key focus remains on the 5870 support level, which has been…
- Rates and Inflation Swaps Surge as Stocks Tumble on Hot Economic Data · 9 min.Today’s episode of Market Chronicles dives into the market’s volatile reaction to stronger-than-expected economic data. Key reports, including the ISM Services Prices Paid Index…
- Stocks Give Back Early Gains As Breadth Implodes · 5 min.In this episode of The Market Chronicles, Michael Kramer breaks down a choppy trading session on January 6, where the S&P 500 closed up 55 basis points after giving back earlier…
- Strong U.S. Data Could Propel 10- and 30-Year Rates Towards 5% This Week · 12 min.This week on The Market Chronicles, host Michael Kramer dives into the critical economic data that could shape interest rate movements. With key reports like JOLTS, ISM Services…
- The Fed's Rate Cutting Cycle Could Be Over After This Week's Data · 12 min.This week is set to be pivotal for the financial markets as critical economic data rolls in, shaping expectations for the Federal Reserve’s future policy path. Since September…
- Stocks Crumble Amid Falling Demand For Leverage · 10 min.Join Michael Kramer on The Market Chronic for an in-depth analysis of today’s market moves, including significant swings in the S&P 500, Nvidia’s pivotal role, and the…
- 2025 Market Outlook: Liquidity Challenges and Rising Rates Threaten Equity Stability · 12 min.Welcome to Market Chronicles! In this episode, host Michael Kramer dives into the latest developments in the financial markets as we begin 2025. Michael discusses the critical…
- Stocks Drop Again As Breadth Erodes Further · 7 min.Today’s market action highlighted ongoing challenges, with the S&P 500 dropping 1.07% and market breadth continuing to show significant weakness. Of the S&P 500, 470 stocks…
- Long-Term Rates Are Breaking Out Ahead of 2025, As Equity Financing Cost Plunge · 13 min.Michael Kramer of the Mott Capital Chronicles Podcast discusses the week ahead in markets as we approach 2025. With a holiday-shortened trading week and limited economic data…
- Equity Funding Cost Collapse Amid A Steepening Yield Curve · 10 min.Stocks closed the week with significant turbulence as liquidity constraints and rising rates continued to pressure the market. The steepening yield curve and climbing long-term…
- Demand For Equity Leverage Plunges · 5 min.In this post-holiday market update, the S&P 500 remained flat amid light trading, with futures volume reflecting the season’s subdued activity. Treasury yields fluctuated, with…
- Stocks and Rates Rise As The Yield Curve Continues to Steepen · 6 min.The S&P 500 rallied by about 75 basis points today, but it remains a market where solid breadth is lacking. Breadth was notably weak in the morning, though it improved slightly…
