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Futures Power Hour - June 21, 2024 - Quiet Quad Witching

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Manage episode 424809300 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Chris Vecchio, Ilya Spivak, and Thomas Westwater discuss a quiet but significant quad-witching Friday leading into July 4th. Key insights include the PMI reading indicating a heating U.S. economy, quiet U.S. equity markets despite ominous signals from NASDAQ and S&P, and the Russell's underperformance likely due to investor focus on AI-related large-cap tech stocks. The macroeconomic outlook includes PMI impacts, potential Fed policy shifts, and durable goods data. Discussions also cover copper, oil, natural gas, and potential intervention in dollar-yen amidst rising bond yields.
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865 episodes

Artwork
iconShare
 
Manage episode 424809300 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Chris Vecchio, Ilya Spivak, and Thomas Westwater discuss a quiet but significant quad-witching Friday leading into July 4th. Key insights include the PMI reading indicating a heating U.S. economy, quiet U.S. equity markets despite ominous signals from NASDAQ and S&P, and the Russell's underperformance likely due to investor focus on AI-related large-cap tech stocks. The macroeconomic outlook includes PMI impacts, potential Fed policy shifts, and durable goods data. Discussions also cover copper, oil, natural gas, and potential intervention in dollar-yen amidst rising bond yields.
  continue reading

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