paid NFIB • 2 min read Betting On Bullish Hard Data, Not Bearish Soft Data The “soft” economic data releases have been weak, while the “hard” data have been strong in recent months. The former…
public Tariffs • 3 min read Helter-Skelter "Helter-skelter" is a term used to describe disorderly haste, confusion, or chaos. That seems to be descriptive of…
paid Economy • 3 min read Will Trump Tariff Turmoil Dim The Economy's Lights? The stock market was whipsawed today by geopolitical developments. Stocks fell this morning when President Donald Trump announced a 50%…
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…