A Historical Look at Bubbles (Chart)
What’s in Today’s Report: A Historical Look at Bubbles (Chart), Futures are little changed in quiet trading following the Christmas holiday.
Hard vs. Soft Data: A Growing Economic Disconnect
What’s in Today’s Report: Hard vs. Soft Data: A Growing Economic Disconnect and Durable Goods and GDP Data Takeaways.
New ETFs for Your Watchlist (November Launches)
What’s in Today’s Report: New ETFs for Your Watchlist (November Launches) and U.S. futures are flat.
Can the Market Rally Without AI and a...
What’s in Today’s Report: Can the Market Rally Without AI and a Dovish Fed? Weekly Market Preview: Santa Rally On?
MMT Chart (December Edition)
What’s in Today’s Report: MMT Chart (December Edition) and Futures are modestly higher on momentum from Thursday’s rally.
December Market Multiple Table – Deterioration Across Market...
What’s in Today’s Report: December Market Multiple Table – Deterioration Across Market Influences and more...
A “Santa Rally” Chart for Clients
What’s in Today’s Report: An Interesting Chart to Show Clients: Santa Tends to Arrive in the Second Half of December and more...
Why Do Markets Like Warsh Over Hassett?
What’s in Today’s Report: Why Do Markets Like Warsh Over Hassett? Jobs Report Preview and more...
Updated Market Outlook Post Fed Decision & AI...
What’s in Today’s Report: Updated Market Outlook Post Fed Decision & AI Disappointment (Still Bullish?) and Weekly Market Preview.
Post Fed Money Flows Highlight 2026 Positioning Risk
What’s in Today’s Report: Post Fed Money Flows Highlight 2026 Positioning Risk and Futures are mixed on more underwhelming earnings