The Week Ahead

The week ahead will be different for sure. The Fed is still in "quiet mode" until the FOMC releases its policy statement followed by Jerome Powell's press conference on Thursday. The Treasury Department will raffle off $42B worth of new Ten-Year paper and $25B worth of new Thirty-Year Long Bonds on Wednesday and Thursday. There will be a plethora of quarterly earnings releases from corporate America, and some might be considered higher profile, but nothing like what we went through last week.

The main event this week, all of that aside, as mentioned above will be the national election in the US. It's going to be wild that night, gang. I will be on TV Tuesday night, but not here in the US. I think it will mostly be in Asia and on the Pacific Rim.

Among the more well-known names reporting this week will be my beloved Palantir Technologies (PLTR) this evening, Super Micro Computer (SMCI) on Tuesday evening, and CVS Health (CVS), McKesson (MCK), and Qualcomm (QCOM) all on Wednesday. On Thursday, Datadog (DDOG), Moderna (MRNA), Airbnb (ABNB) and The Trade Desk (TTD) will report, followed by Baxter (BAX) and Paramount Global (PARA) on Friday.

I am long PLTR.