Is More U.S/Iran Fighting a Real Negative for...
What’s in Today’s Report: Is More U.S/Iran Fighting a Real Negative for the Market? Futures are slightly higher on reduced geopolitical fears.
July MMT Levels: S&P 500 Chart
What’s in Today’s Report: July MMT Levels: S&P 500 Chart and NY Fed Inflation Expectations (slight hawkish surprise).
July Market Multiple Table
What’s in Today’s Report: July Market Multiple Table: Expected Earnings Growth Supports the Markets, But Valuations Still Stretched.
Why Aren’t Bond Yields Falling?
What’s in Today’s Report: Why Aren’t Bond Yields Falling? Can Tech Stabilize and the “Rest” of the Market Extend the Rally?
Jobs Report Preview
What’s in Today’s Report: Jobs Report Preview, May JOLTS Takeaways and Futures are modestly lower to start Q3.
Monthly Bitcoin & Crypto Update (June)
What’s in Today’s Report: Monthly Bitcoin & Crypto Update (June), Futures are tentatively higher and more...
With Inflation and AI Spending, It’s All About...
What’s in Today’s Report: With Inflation and AI Spending, It’s All About Sustainability, Two of the “Big Three” Economic Reports This Week.
Micron Earnings – The Evolution of the AI...
What’s in Today’s Report: Micron Earnings - The Evolution of the AI Trade and Futures are lower led by tech as a global selloff...
New ETFs to Watch (Recent Releases)
What’s in Today’s Report: New ETFs to Watch (Recent Releases), and Futures are moderately higher following blowout Micron earnings.
The Real Reason Behind the AI/Tech Selloff
What’s in Today’s Report: The Real Reason Behind the AI/Tech Selloff and Composite PMI Takeaways – A Goldilocks Print.