Pre-Market Rundown (August 13, 2021)

Our weekly webinar series – we take a look at the stocks that are moving and some key setups. Plus a look at the news and economics for this and next week.

(Scroll down for video)

Weekly Update

  • Earnings Season Coming to an End
  • Inflation/Yields
    • CPI hot, PPI HOT, INFLATION
    • Yield Curve Widens, Yields Up, USD Up
    • Markets Not Paying Attention – WHY IS THAT?
  • Taper Talks
    • Trial Balloons
    • Fed Needs To Keep Buying – Treasury Issuing Debt
    • Bond Vigilantes?
  • Theme; Go For Safety

    • Quality – Big over Small
    • US over EM
    • Anything over China
    • AGAIN: Fed STILL in Play
  • New Info To Study?

    • Markets on Autopilot – Drop in AM, Buy in PM
    • No 5% corrections on major markets in 10 months+
    • Divergence of US Valuations to Everywhere else
  • FDA Approval on The Way?

    • Vaccine Manufacturers Riding a Wave
  • Other – Clearly Some Notes of Slowing From Re-Opening Craze (to be expected)
  • ECONOMICS
    • Prices High, Employment Situation Healing, Housing Sales Slowing
    • Next Week: Retail Sales, Housing Starts, Philly Fed, Leading Indicators
  • Ask About the 4-Hour Online Coaching Program

Movers

  • Stocks to Watch: DIDI, AFRM, FUV, ASTR, DIS, SPCE, XONE, HOOD, DDS, M, DIDI, BIDU, BABA, KWEB

Your Symbols

 

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