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Why A Hawkish Fed Isn’t Necessarily Bad for...
What’s in Today’s Report: Why A Hawkish Fed Isn’t Necessarily Bad for Markets and Weekly Market Preview: Is Economic Growth Stable?
What Does “40 Trillion” Mean for Stocks?
What’s in Today’s Report: What Does “40 Trillion” Mean for Stocks? Futures are little changed following generally “fine” tech earnings.
Is the Debasement Trade Back?
What’s in Today’s Report: Is the Debasement Trade Back? Futures are moderately higher following stronger than expected earnings overnight.
New ETFs for Your Watchlist (July Launches)
What’s in Today’s Report: New ETFs for Your Watchlist (July Launches) and Chart – Home Sales Fall Amid Elevated Prices.
Two Reasons Tech Dropped on Monday
What’s in Today’s Report: Why Did Tech Drop on Monday? – Two Reasons, and Why Treasury Bond Repurchases Matter to You.
Three Important Events for Yields & Markets (This...
What’s in Today’s Report: Three Important Events for Yields & Markets, Weekly Market Preview: Can Yields Decline and Ease Pressure on Stocks.
Does a Broader Rally Mean a Healthier Rally?
What’s in Today’s Report: Does a Broader Rally Mean a Healthier Rally? Futures are modestly higher following a generally quiet night of news.
Needed Context for Rising Yields
What’s in Today’s Report: Needed Context for Rising Yields, What Could Push Yields Lower (Four Candidates) and more...
What Caused Yesterday’s Selloff? AI or Yields?
What’s in Today’s Report: What Caused Yesterday’s Drop, AI or Yields? Three Reasons Yields Are Rising Right Now and more...
Is There Finally Value in Software?
What’s in Today’s Report: Is There Finally Value in Software? Empire State Manufacturing Survey Takeaways and more...