Daily Sevens Report Preview.
What About the Yield Curve?
What’s in Today’s Report: What About the Yield Curve (Recession Signal “On Hold”), What CPI Means for Markets.
Why Today’s CPI Is So Important (Hint: 50,...
What’s in Today’s Report: Why Today’s CPI Is So Important (Hint: 50, 25, 0), Gold Chart: Fragile Record Highs.
August Bitcoin/Crypto Industry Update and Outlook
What’s in Today’s Report: August Bitcoin/Crypto Industry Update, Weekly Market Preview: More Coming on Geopolitics, Trade and Inflation?
AI Bubble Watch: Part 2
What’s in Today’s Report: AI Bubble Watch: Part 2 and Futures are slightly higher following more mixed trade news.
Sector Winners from a Steepening Yield Curve
What’s in Today’s Report: Sector Winners from a Steepening Yield Curve, Futures are solidly higher following better than expected tariff news.
MMT Chart: A “Relatively” Different Look at Stocks
What’s in Today’s Report: August MMT Chart Update: A “Relatively” Different Look at Stocks, ISM Services Index, A Fresh “Whiff” of Stagflation
Market Multiple Table: August Update
What’s in Today’s Report: August Market Multiple Table: How Much Deterioration Has Occurred?
What the Bad Jobs Report Means for Markets
What’s in Today’s Report: What the Bad Jobs Report Means for Markets and Weekly Market Preview: Do Stagflation Fears Keep Rising?
How To Navigate An “AI Bubble” (If One...
What’s in Today’s Report: How To Navigate An "AI Bubble" (If One Exists), Futures are lower following sweeping tariff announcements overnight.
Fed Takeaways and Jobs Report Preview
What’s in Today’s Report: What the Fed Decision Means for Markets, FOMC Takeaways and Jobs Report Preview.