May 23 • 9M

Retailer Earnings, Flash PMIs

Lowe’s reports the same issues as HD and Target last week where consumer discretionary purchases are concerned…

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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 Tuesday, May 23.

State of Play

As of 0640 it looks like we’re struggling for direction a little bit:

  • Stock index futures are unchanged, with no major US index moving from…

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