Thursday, March 23, 2023

The Morning Call---Yellen does it again

 

The Morning Call

 

3/24/23

 

The Market

         

    Technical

 

I was moving yesterday, so not much today.  However, on the technical side, despite the hammering that stocks took, the S&P still managed to hold its 200 DMA.  That means that if it closes above that DMA today, the 200 DMA will reset to support---which would clearly be a plus for the Market.

 

Wednesday in the charts.

https://www.zerohedge.com/markets/fomc-6

 

            Will gold shine again?

            https://www.zerohedge.com/the-market-ear/gold-sometimes-it-shines

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

 

                          Weekly initial jobless claims totaled 191,000 versus estimates of 197,000.

           

The Chicago national activity index came in at -.19 versus consensus of +.26.

 

                        International

 

                        Other

 

            The Banking System

 

If you missed the fundamental cause of the sell off, send a (nother) Thank You card to Janet  Yellen

https://www.zerohedge.com/markets/bill-ackman-blames-janet-yellen-restarting-bank-run

 

              Here is the most likely cause for the problem to contine.

              https://www.zerohedge.com/markets/new-big-short-hits-record-low-focus-turns-400-billion-cre-debt-maturity-wall

 

                Geopolitics

 

              Why hypersonic weapons change everything (must read)

              https://www.zerohedge.com/geopolitical/why-hypersonic-weapons-change-everything

               

    News on Stocks in Our Portfolios

 

 

 

What I am reading today

 

           

 

 

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