Morning thoughts 2/8/11

AdamAdam Grimes's blogs, General CommentsLeave a Comment

Good morning traders, Rather than clouding the picture with a lot of potentially superfluous information this morning, let’s focus on the key divergence in the US market.  The chart below shows the divergence between large caps and mid caps in the US market, illustrated here via S&P 500 and Russell 2000 cash indexes, though the exact choice of index is … Read More

Morning thoughts 2/7/11

AdamAdam Grimes's blogs, General CommentsLeave a Comment

Good Morning Traders, I will be in and out of the office this week, so keeping today’s comments a little shorter than usual.  In general, there are 4 macro themes I am watching this week. Interest rate futures (10 and 30 year) have a pretty good longer-term sell setup.  This is an outright directional play, but also has implications for … Read More