paid Economy • 2 min read Valuation-Led Selloff Led by Magnificent-7 Today's stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.…
paid Bond Market • 1 min read Bonds Yields Down On Weak Goods Economy Bond yields continued to fall today on December's weak manufacturing regional surveys conducted by five of the 12…
paid Week Ahead • 2 min read The Economic Week Ahead: November 6 - 10 It's a light week for US economic indicators. However, the FOMC's blackout period is over, so…
paid Economy • 2 min read Good News Is Bad News, For Now The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread…
paid Fed • 2 min read FOMC's Message: High For Longer The FOMC’s latest Summary of Economic Projections (SEP) released today shows that the median forecast of the federal funds…
public Week Ahead • 2 min read The Economic Week Ahead: September 11-15 This could be a big week for the stock and bond markets. There will be lots of market-moving inflation indicators:…
paid Sentiment • 2 min read Bull/Bear Ratios Tank, So Stocks Move Higher The S&P 500 is up 3.2% since last Thursday's close even though Fed Chair Jerome…
paid S&P 500 Sectors • 2 min read Time To Rotate The Tires & The Portfolio? The S&P 500 fell 0.68% and the Nasdaq 100 lost 2.28% today on disappointing earnings calls…
paid AI • 2 min read AI Driving Market Meltup Today's economic indicators were weak, but the stock market rose to yet another new bull market high boosted…
paid Economy • 2 min read Rollercoaster Ride in the Bond Market At the start of this year, the widespread economic consensus was that a hard landing is coming. The consensus changed…
public Bonds • 2 min read Bond Yields Spiraling Downward What does the bond market know that the equity market doesn't? The yield on the 10-year Treasury is…
paid Surveys • 1 min read Labor Market Tight. Goods Market Not So. The Fed would like to see fewer job openings to help moderate wage inflation. The time series is reported in…