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Michael Kramer

  • Analysis & Opinion

Michael Kramer's Opinion & Analysis
A complete archive of Michael Kramer's articles, including current analysis & opinion.

I wasn’t planning on writing today, but I saw that the equity market was higher, and I figured I’d weigh in and mention that today seems like a pre-VIX opex type of day. The S&P 500 traded...
This will be a quiet week with very little data and a day off mid-week. The retail sales data will come on Tuesday; Tuesday will also be VIX Opex; Wednesday, the markets will be closed, and Friday...
Stocks finished mostly lower on the day, with 313 stocks on the S&P 500 trading lower and just 185 trading higher. You would never know that from looking at the index that finished the day up by...
Stocks finished higher after the CPI report fell below analysts’ expectations and swap pricing. The CPI headline y/y and m/m missed swap pricing, something we haven’t seen frequently in recent...
It was a down day for most stocks, even if the S&P 500 finished higher by around 25 bps going into the CPI report and the FOMC meeting today. Apple (NASDAQ:AAPL) was primarily responsible for the...
Stocks finished flat on an uneventful trading session. However, the market felt more risk-off with the 1-month implied correlation index and the VIX moving higher. Typically, when the VIX and the...
The news flow will be heavy again this week, with inflation reports, a Fed meeting, and Treasuries being auctioned off in the 1 PM ET time slot. Additionally, today, Nvidia (NASDAQ:NVDA) will start...
Stocks finished the day flat ahead of the job report, which seems to be coming ahead of a lot of back-and-forth as to whether the job market is crumbling or not. I have a feeling that is not going to...
Stocks finished mostly higher as the Nvidia (NASDAQ:NVDA) craze continued to drive a bigger wedge between the indexes with and without Nvidia. As of today, Nvidia accounts for about 42% of the gains...
It is becoming increasingly clear that someone is offside; it’s just a matter of who. I know talking about credit spreads and implied correlations, and the Mexican peso is not en vogue or as hot as...