Renewed Rotation Risks (Smart Money Is Getting Defensive)

What’s in Today’s Report: Recent Sector Performance Points to Smart Money Getting Defensive

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Market Multiple Table: April Update

What’s in Today’s Report: Market Multiple Table – April Update and Retail Sales Takeaways.

How Bad Was Last Week for the Rally?

What’s in Today’s Report: Initial Thoughts on the Iranian Strikes on Israel and How Bad Was Last Week for the Rally.

Jobs Report Preview

Understanding Why the Decline in Inflation Has Stalled

What’s in Today’s Report: Understanding Why the Decline in Inflation Has Stalled.

What Does the Hot CPI Report Mean for Markets

What’s in Today’s Report: What Does the Hot CPI Report Mean for Markets? EIA Analysis and Oil Market Update.

Geopolitical factors remain the primary influence on the oil market

Geopolitical factors remain the “primary influence on the oil market,” and news that Israel was withdrawing some troops from parts of Gaza was seen as a step toward de-escalation in its military conflict with Hamas, Tyler Richey

The market has likely reached a “tipping point”

A rising Vix coupled with a pickup in demand for bearish put options are signs that the market has likely reached a “tipping point” and could continue to soften in the weeks ahead, according to Tyler Richey, co-editor of Sevens Report Research