Weeden Trading IQ
Weeden Trading IQ is our branded suite of timely and insightful trading commentaries designed to help our institutional clients navigate markets and the trading day ahead. Our experienced traders and analysts diligently employ a structured process when creating value added notes covering major markets, sectors, special situations, event driven and risk arb, capital markets and corporate actions, derivatives strategies, index and volume analytics, and market structure.
Index & Event Driven Strategy
Special Situations & Risk Arb Strategy
Weeden Trading IQ Products
(Energy, Financials, Consumer, Health Care, Tech & Media, and Industrials) These reports consist of relevant overnight news stories in the various sectors, as well as analyst ratings changes and syndicate action. The objective is to transmit meaningful information in a succinct format, in order to provide a clear picture of the news that will be driving daily price action.
IPO’s and Secondaries
Event Driven Strategy
Event Driven Strategy notes are published in order to provide clarity related to complicated transactions, notably Exchanges, Dutch Auction Tenders, and Spin Offs, which are typically under-covered by traditional Wall Street Analysts. This analysis includes competitor valuation metrics and index change predictions, which often drives significant money flows.
U.S. Index Activity Summary
Morning Risk Arbitrage Summary
Weekly Volatility Note
Our Weekly Volatility Note is a forward looking snapshot of index and sector volatilities domestically and abroad. Our analysis reviews U.S. equity volatility in the context of cross asset volatility and the potential volatility catalysts on the horizon. We also recommend specific and actionable hedging, volatility and directional trade ideas for asset managers.
The Sector Summary is an aggregation of the individual sector reports, an overnight summary of Asia and Europe, a general U.S. news summary, and meaningful corporate action and merger related news. Our hope is to communicate all meaningful overnight stories so that Weeden clients are in sync with the forthcoming daily trading action.
Market Fact Book
Weeden’s Monthly Market FactBook is an aggregation of various market highlights and insights throughout the month. This includes proprietary analysis of multiple market data points including algorithmic strategy utilization changes, ATS and Non-ATS market share analysis, Market structure news updates and more.
Upcoming Weekly Calendar
Daily Market Recap
Market & Derivatives Strategy
Michael Purves, Weeden’s Chief Global Strategist and Head of Derivatives Strategy, provides top down macro analysis to develop specific and actionable trade ideas. In his commentary he also provides views on currency, interest rates and commodities. Michael writes extensively on equity volatility and in particular the interrelationship of the cross asset factors. In addition to establishing longer term frameworks, we publish tactical trading commentary for ETFs and single stocks.
Disclaimer: These publications are prepared by Weeden & Co. LP’s (“Weeden”) trading department and is for informational purposes only. Weeden & Co. does not produce investment research, nor does it have a research department. These publications are not intended to form the basis of any investment decision and should not be considered a recommendation by Weeden or its associates and/or affiliates. The material herein is based on data from sources considered to be reliable, but is not guaranteed as to accuracy and does not purport to be complete. It is not to be construed as a representation by us or as on offer or the solicitation of an offer to sell or buy any security. Options involve risk and are not suitable for all investors. Trading in options is considered speculative and it is possible to lose all, a portion of, or funds in excess of your initial investment. Any calculations and valuations presented herein are intended as a basis for discussion. Any opinions or estimates given may change. Weeden undertakes no obligation to provide recipients with any additional information or any update to or correction of the information contained herein. No liability is accepted by Weeden for any loss that may arise from any use of the information contained herein or derived here from.
From time to time, Weeden, its affiliates, and/or its individual officers and/or members of their families may have a position in the subject securities which may be consistent with or contrary to the recommendations contained herein; and may make purchases and/or sales of those securities in the open market or otherwise. This publication is intended solely for Weeden’s institutional customers/broker-dealers. Use by other than the intended recipients is prohibited. This publication may not be reproduced or redistributed outside the recipient’s organization.