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Housekeeping: Good Morning. Transcript tabbed
***Silver, Stock longs get fearful, Regional War, Complexity Collapse***
Contents
* Yesterday’s Activity
* Today’s Prices
* Today’s Data
* Markets/Metals Commentary
* Attached- Silver report later today
Markets:
Commodities, Stocks, Precious Metals, Bonds, BTC, FX
Yesterday’s Activity:
Retails sales came in strong. Beige Book points to a soft landing as signs the Fed does not need to cut rates aggressively this year.
* US equities retreated on Wednesday. Real estate (-1.87%) and utilities (-1.52%) lagged the broader market indices, while consumer staples (-0.12%) and health care (-0.24%) outperformed
* The Nasdaq lost 0.59%, while tech dropped 0.49%.
* The VIX increased 6.86% to 14.79. The 30-year and 10-year Treasury yields finished at 4.310% and 4.096% respectively, while the 2-year yield ended at 4.346%.
Overnight Activity:
all bounce from yesterday
Today’s Data:
THURSDAY, JAN. 18
* 8:30 am Initial jobless claims Jan. 13
* 8:30 am Philadelphia Fed manufacturing survey Dec. -10.5
* 8:30 am Housing starts Dec. 1.56 million
* 8:30 am Building permits Dec. 1.46 million
* 12:05 pm Atlanta Fed President Raphael Bostic speaks
Total Calendar
News:
NOTABLE US HEADLINES
US House Speaker Johnson said he had a productive meeting with US President Biden and must insist border be the top priority
MIDDLE EAST
* US Central Command said a drone launched from Houthi-controlled areas in Yemen struck a US-owned vessel
* US military also announced it conducted strikes on 14 Houthi missiles
* Iran blew up something in Pakistan
* Lebanon's Foreign Minister said the war on Lebanon is not easy for Israel and will be a regional war
* Pakistan's armed forces are on "extremely high alert", adds that any more "misadventure" from Iran will be met forcefully
some headlines via NewSquawk
Markets/Metals Commentary:
* Gold- downtrend unless above 2026
* as long as data keeps coming in inconsistently, the Fed will not cut
* Stock market Put skew returns. Hedgers and pukers 1 out of 3 won’t but should
Next time:
End
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