The View from 5th Avenue

The View from 5th Avenue – 17 June 2021

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4973 A daily trading perspective… Casey Badach | Jared Lechner | Andrew Chader | Ryan Maguire US dealing direct: +1 212 803 7300     MARKET SNAPSHOT   S&P: ▼ -0.04% Nasdaq: ▲ +0.87% UST 10-yr: 1.512% VIX:   17.67 EUR/USD: 1.1902 USD/JPY: 110.27 Gold: ▼ -4.72% WTI Crude: ▼ -1.50% Copper: ▼ -4.79% S&P Leaders: Semis +1.7%, Software […]

The View from 5th Avenue

The View from 5th Avenue – 9 June 2021

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4973 A daily trading perspective… Casey Badach | Jared Lechner | Andrew Chader | Ryan Maguire US dealing direct: +1 212 803 7300     MARKET SNAPSHOT   S&P: ▼ -0.18% Nasdaq: ▼ -0.09% UST 10-yr: 1.487% VIX:   17.89 EUR/USD: 1.2176 USD/JPY: 109.61 Gold: ▼ -0.15% WTI Crude: ▼ -0.46% Copper: ▼ -0.79% S&P Leaders: Pharma +1.7%, Utilities […]

The View from 5th Avenue

The View from 5th Avenue – 4 June 2021

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4973 A daily trading perspective… Casey Badach | Jared Lechner | Andrew Chader | Ryan Maguire US dealing direct: +1 212 803 7300     MARKET SNAPSHOT   S&P: ▲ +0.88% Nasdaq: ▲ +1.47% UST 10-yr: 1.557% VIX:   16.45 EUR/USD: 1.2170 USD/JPY: 109.51 Gold: ▲ +1.12% WTI Crude: ▲ +0.76% Copper: ▲ +1.36% S&P Leaders: Semis +2.5%, Technology […]

The View from 5th Avenue

The View from 5th Avenue – 27 May 2021

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Markets love infrastructure spending, and futures jumped on a NY Times headline that President Biden was going to unveil a $6 trillion (!) budget tomorrow.  Problem is, investors do not want to be the ones paying for it, so when the WSJ ran a competing headline about increased capital gains taxes being retroactive to April, the early fun was erased. Equities ended the day mixed, with the S&P up 13bps, and Nasdaq unchanged.