May 15 • 7M

Fed Speakers, Regional Bank Musical Chairs

Stock futures are pointing to gains, but also to further volatility in regional bank stocks…

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The daily podcast discusses the major market activity and economic data release schedule for the day ahead, with a contrarian bent. Also includes regular podcast episodes a day (or more) early and without ads or announcements.
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Good morning contrarians! It is Monday, May 15.

State of Play

As of 0630 it looks like some risk-on is developing:

  • Stock index futures are pointing to gains, led by small caps. The Russell 2000 is up 0.…

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