Putting New Highs in the Right Context
What’s in Today’s Report: Putting New Highs in the Right Context and Weekly Market Preview: Does the “Chase” Continue?
Jobs Day
What’s in Today’s Report: Jobs Day, Equity Risk Premium Part 2: Index Deep Dive and Futures are slightly higher this morning.
Are Cloud Companies Next Up in the AI...
What’s in Today’s Report: Are Cloud Companies Next Up in the AI Infrastructure Boom? Jobs Report Preview (Too Hot Worse than Too Cold).
Did Situational Awareness and Earnings Eliminate Tech Concerns?
What’s in Today’s Report: Did Situational Awareness and Earnings Eliminate Tech Concerns? JOLTS Data Takeaways – Goldilocks Labor Report.
Why Yen Intervention Matters to Markets
What’s in Today’s Report: Why Yen Intervention Matters to Markets and ISM Manufacturing PMI Takeaways and more...
More Important for Markets: Situational Awareness or the...
What’s in Today’s Report: What’s More Important for Markets: Situational Awareness or the 10 Year Treasury Yield?
Why Situational Awareness News Could Be Positive for...
What’s in Today’s Report: Why Situational Awareness News Could Be Positive for Tech/the Market and Futures are solidly higher.
Why Stocks Dropped/What the Fed Decision Means for...
What’s in Today’s Report: Why Stocks Dropped/What the Fed Decision Means for Markets and Futures are bouncing modestly on solid MSFT earnings.
Why are Real Interest Rates Hitting Multi-Year Highs?
What’s in Today’s Report: Why are Real Interest Rates Hitting Multi-Year Highs? Futures are slightly higher despite negative news overnight.
FOMC Preview: How Likely is a Rate Hike?
What’s in Today’s Report: FOMC Preview: How Likely Is a Rate Hike? The Real Reason Oil Plunged on Monday and more...