. . Market Sentiment Watch: China June PMI came in at 50.9 vs 50.4 expected and 50.6 for May. Biden said he will roll back most Trump tax cuts (no surprise there). China also said it has discovered a swine flu (the G4 virus, in pigs but can cross to humans) that has pandemic potential. […]
. . Market Sentiment Watch: Short holiday week (generally low news flow), Covid-19 case rise is being closely watched by markets again. Some market talking heads are pointing to lower implied mortality rates and hopes for a vaccine and futures are green this morning despite a number of re-opening rollbacks in key demand states over […]
. . We had a good week in renewables (solar, fuel cells, and our wind names) and a poor week in the gassy space. Natural gas fundamentals are better than pricing suggests. Our oil and service names were mixed to up on the week. Free Stuff Last Week Watch: Broadwind with new 12 month upside […]
. . Market Sentiment Watch: Covid is weighing on our sentiment and intermittently the market. I don’t give advice. I simply tell you what I am thinking. I am thinking Covid is a bit of a bigger deal than some seem to think. I have felt this way for a good long while now. If […]
. . Market Sentiment Watch: Covd-19 – suddenly the market cares again even if some in D.C. claim the U.S. is over it. We’ve been watching case spikes and positivity rates mount for weeks and kind of scratching our collective heads over the market rally on economic V-up hopes vs the virus data. Yesterday Goldman […]
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