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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 8, 2023

Boomerang

Payrolls were up in Nov, unemployment fell to 3.7%, and hourly earnings increased 0.4%—matching the largest gain of the year. So...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 7, 2023

Repo Report

The demand for the Fed’s standing repo facility is at its highest since Mar 2020, per BBG, which could me...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 6, 2023

Private Eye

Traders had their eye on the private payrolls number, which came in cooler than expected. They increased 103k last mo, which was lower than expec...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 5, 2023

Morning Jo-lt

This morning we get the ISM data on the heels of the JOLTS data which showed that job openings were lower than expected. So, yields are ...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 4, 2023

It’s The Most Wonderful Time of the Year

Per NOSO, 63% of investors expect their personal investments to increase in 2024. They ar...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 1, 2023

Celebrating Early

In the US, mortgage rates fell for 5th straight week to 7.22%, per Bloomberg. Those looking to secure a mortgage will be happy, althou...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 30, 2023

On Target

The Fed’s favorite inflation gauge came in as expected, with PCE rising 0.2% in Oct, or 3.5% y/y. The EZ is actually ah...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 29, 2023

Goodbye

Buffett’s partner and investing legend, Charlie Munger, passed away after decades of compounding returns. He and his comedi...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 28, 2023

Fedspeak

Various folks from the Fed are out chit-chatting about the economy, which means that markets can flip flop based on what trader...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 27, 2023

Striking Gold

Gold hit a 6-mo high, closing above $2k/ounce on Friday. The USD is down a little bit. China’s industrial profits exhibited a...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 24, 2023

Is Anyone Out There?

Expect today to be a quiet, shortened trading session here in the US, as most folks “work from home” and try to fi...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 22, 2023

Aw, Yeah

NVDA rev tripled, due to the AI chip boom, and the co beat on both the top and bottom lines—to the relief of tech investors e...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 21, 2023

So, You’re Telling Me There’s a Chance

Markets are pricing in a ~30% chance of a Fed rate cut in Mar. Today we get minutes of the last Fed meeting, which could furth...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 20, 2023

The Final Stretch

Per UBS, the SPY’s forward P/E ratio is 18.9x. Profit forecasts for 2024 have slowly come down since Labor Day. So, any con...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 17, 2023

Where’s The Party?

JPM captures the current sentiment I sense with: "S&P500 is 4607 (Just 2.5% from current levels) and the All-time high wa...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 16, 2023

Dictator

That’s what Biden called Xi. While it’s true, sometimes you don’t have to pick a fight at Thanksgiving in person. So,...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 15, 2023

Mixed Signals

US retail sales slowed in Oct, with prior months revised higher, net-net being stronger than expected going into the holiday ...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

November 14, 2023

And They’re Off

To the races, as only equity markets can do with an inflation reading that is better than expected. Inflation was flat in Oct ...

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