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Shorting Banks, Bank Insiders Buy, April Jobs Data, Microsoft-AMD Dealings

Stephen Guilfoyle in his Market Recon column writes about bank industry concerns over contrived bank stock short selling, bank insider stock purchases, today's release of April jobs data and an alliance between Microsoft (MSFT) and Advanced Micro Devices (AMD) to create AI processors....XLC
United States Rob Nichols Nelson Peltz Jerome Powell Gary Gensler Zions Bancorp

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Job Data Myopia, Careening Economy, No Option C, Tracking 2 Space Defenders

Stephen Guilfoyle in his Market Recon column writes about job data myopia, the careening U.S. economy, the choice companies have between paying more to borrow or cutting costs as interest rates rise, and the outlook for the stocks of space defenders Raytheon (RTX) and Lockheed Martin (LMT)....AMZN
United States Raphael Bostic Atlantafed Pres Richmondfed Pres Vladimir Putin Kevin Mccarthy

Jobs Day, Ugly Manufacturing Data, Hail Halliburton, Is Bad Still Good?

Stephen Guilfoyle in his Market Recon columns previews the November jobs report, reviews the latest ugly manufacturing data, asks whether bad is still good or good now is bad when it comes to economic data, and checks out both Marvell Technologies (MRVL) and Halliburton (HAL)....BX
United States Chris Williamson York Stock Exchange Baker Hughes Oil Rig Count Weekly Bureau Of Labor Statistics Market Committee

Jobs Watch, Continuing Claims Climb, Nasdaq Key Levels, Defense Stocks Positive?

Stephen Guilfoyle in his Market Recon columns previews October Jobs Day, cites rising continuing unemployment claims, examines how first-time homebuyers are becoming older and whiter as interest rates rise, and keeps watch on a key technical level for the Nasdaq Composite....CAH
New York United States North Korea New York Stock Exchange North Korean William Ernest Henley

Arrogant Fed Heads, Trading AMD, Lilly Thrills, Enough Carnage for Now?

Stephen Guilfoyle in his Market Recon column bemoans arrogant Fed heads, checks out Advanced Micro Devices' (AMD) disappointing pre-announcement and Eli Lilly's (LLY) good Tirzepatide news, wonders whether the market has been enough carnage for now, and waits for September jobs data....XLE
New York United States New York Stock Exchange John Williams Yorkfed Pres Neel Kashkari

August Jobs Day, S&P 500 Support Report, Time to Be a Trader, ARKK Outflows

Stephen Guilfoyle in his Market Recon columns previews August jobs day, says it's time to be a trader rather than an investor, takes a look at S&P 500 technical support, notes rising outflows from the ARK innovation ETF (ARKK), and offers ideas for stocks that might make for good longs right now....XLV
Cathie Wood Lee Cooperman Doug Kass Southern Co Establishment Survey Baker Hughes Oil Rig Count Weekly

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