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We begin with a teching wreck on wall street. The fang stocks stumbling, all posting big big losses the past few days is this fangfree fall taking down the Broader Market tim . Some cht frank free fall is something i think we saw three to six months ago. Clearly with the regulatory headlines on doj in june big moves facebook and google have had a tough time getting out of their own way amazon got back up to alltime high has not exceeded that ill let the chartist tack about that but when you think about the market for the last month and four or five months yes we saw the interesting rotation in...

Today then rebounded in the afternoon. House of pleasure. Closing down 80 points. The s p losing. 42 . Nasdaq falling. 85 . I think what were seeing here is nothing more than a wholesale repricing of stocks. As investors try to bake in all sorts of contradictory possibilities. The repricing ebbs and flows and you see intraday rallies as people realize the businesses are actually pretty good and the stock market remains the best place to put your money. Thats what happens when stocks fall if only because every other asset class is so unattractive does this occur. Its not because this one is tha...

Heres another headline from asia. North korea says u. S. Authorities will hold talks on their Nuclear Program on saturday. We dont know who represents america. The state department confirms, however, that the talks will take place. Politics. Real trouble for joe biden. Hes becoming a casualty of Speaker Pelosis impeachment drive. Fox has obtained this picture showing the former Vice President with his son hunter and on the far left, devin archer, who was also a director of the Ukrainian Gas Company. Biden has said he never discussed his Sons International business with him, but they went on th...

Economy. Well be looking for things affecting the outlook of the u. S. Economy, particularly as it relates to zblrchlts all those things in principle can affect the achievement of our goals its an unusual situation because you know the u. S. Economy itself, the largest part of it, the consumer part of it, is in strong shape the manufacturing part, less so. Overall you see an economy that generally forecast shows growth similar to our own forecast coming in at about 2 . Significant risks to that outlook from not just the geopolitical events but slowing Global Growth. Well be looking at all of t...

Within reach stocks set for a higher open bullard still sounding the alarm for the economy and manufacturing. Apples moment of truth, the iphone 11 hits stores globally will it move the needle for investors . And washington versus big tech, Mark Zuckerberg meeting face to face with some of his harshest critics on capitol hill, including a surprise trip to the white house s p is aiming for a fourth straight day of gains as we wrap up the week. Volatility could be in the mix, given it is quad witching friday you got two fed president s making the case, rosengren thinks the fed should have held s...