Daily Sevens Report Preview.
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.
Credit Spreads Are More Elevated Than You Think
What’s in Today’s Report: Credit Spreads: More Elevated Than You Think, Case-Shiller Home Price Index Points to Cooling Inflation.
FOMC Preview: Wildcard to Watch
What’s in Today’s Report: FOMC Preview: What’s Expected, Hawkish Scenario, Dovish Scenario, Fed Meeting Wildcard to Watch: Dovish Dissents.
What Could Go Wrong? (Four Candidates)
What’s in Today’s Report: What Could Go Wrong? (Four Candidates), Weekly Market Preview, and more...
Hard Landing/Soft Landing Scoreboard: No Real Signs of...
What’s in Today’s Report: Hard Landing/Soft Landing Scoreboard: No Real Signs of a Slowdown and Futures are drifting slightly higher.