Daily Sevens Report Preview.
Evolution of the AI Trade: ROCs, SOCs and...
What’s in Today’s Report: Evolution of the AI Trade: ROCs, SOCs and SaaS and Futures are flat despite a continued rise in oil prices.
Three Tests for the Rally This Week
What’s in Today’s Report: Three Tests for the Rally This Week and Weekly Market Preview: A Critical Week for Inflation, AI and the Fed.
Monthly Bitcoin/Crypto Market Updates
What’s in Today’s Report: Monthly Bitcoin/Crypto Market Updates and Futures are little changed following a quiet night of news.
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.