Aaron Lang

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance 52% of SPX cos have reported Q3 results @FactSet: 71% EPS beat rate68% rev beat rateBlended earnings growth: +2.2%, lowest since 3Q202:1 negative:positive guidance (28 to... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance S&P Home price index fell 1.32% month/month. Year/year prices are still up 13% – but housing dynamics have changed with higher mortgage rates. pic.twitter.com/FP8kwZ9LaV — Kathy... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Another hot inflation read, this one led by notably higher core inflation. Core inflation up 6.6% & 0.6% on a y/y & m/m basis, respectively. Stock... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Normally a 263,000 gain in new jobs and 3.5% unemployment is great news for the economy. These are not normal times. Labor market not cooling fast... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Steep declines: "This year’s pullback outpaces steep declines seen during the 2008-2009 financial crisis & the 2020 pandemic, based on the drop in market value of... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Fed: *Raises rates by three-quarters of a point to 3-3.25%*Projects 4.4% rates at the end of 2022, suggesting a 75 and a 50*Rates climb to... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance CPI: Shelter came in hotter. As did food at home. The offset from a decline in gasoline by 10.6% wasn't enough. pic.twitter.com/kP3dzh2Dvs — Ayesha Tariq, CFA... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The 60/40 portfolio is running a 14% loss YTD. One of the main goals of adding bonds to a portfolio is to reduce the risk of... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Bloomberg Global Aggregate Index has lost 19.3% since its record high in January 2021, & is now less than a percentage point away from the... Read More →

Market Performance (YTD) Source: YCharts Holy hell. Priced in dollars per barrel of oil equivalent, German electricity is OVER $1,000/ BARREL! A madness we're struggling to comprehend. pic.twitter.com/CiIs9LHvZ1 — Dani Burger (@daniburgz) August 23, 2022 Euro-Zone Activity Shrinks for Second... Read More →