Renewed Rotation Risks (Smart Money Is Getting Defensive)

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

Is the Baltimore Bridge Collapse a Risk to Inflation?

What’s in Today’s Report: Could the Baltimore Bridge Collapse Spark a Rebound in Inflation? Durable Goods Orders Takeaways (More Weak Revisions).

Data from the EIA was largely bullish

Yesterday’s weekly inventory data from the EIA was largely bullish but the futures market had become overbought…analysts at Sevens Report Research wrote in a note.

The Rally Is Broadening

What’s in Today’s Report: The Rally Is Broadening and SPY vs. RSP Comparison – Bar Chart.

Updated Risk/Reward Outlook

What’s in Today’s Report: Updated Risk/Reward Outlook and more…

The Fed’s “Dovish Upgrade” Dilemma

What’s in Today’s Report: The Fed’s “Dovish Upgrade” Dilemma and Economic Data Takeaways – Goldilocks Narrative at Risk

Growth is holding up, and that’s the key

“Growth is holding up, and that’s the key,” Essaye says.