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December 7, 2021

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Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The State Of The Market The Fed Chair, Jerome Powell, finally retired the word “transitory” as a way to describe inflation "It's probably a good time to retire that word," Chair Powell says of the much-maligned term "transitory." — Jeanna Smialek...
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December 1, 2021

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Market Performance (November) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News GDP expectations continue to go up JPMorgan revised up their fourth-quarter GDP tracking estimate to an annualized 7% from 5% following today’s data. Morgan Stanley economists took their running forecast up to 8.7% from 3%. https://t.co/fZfZqc9hYK — Lisa...
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November 10, 2021

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Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Jobs report beat expectations Jobs report was spicy (but in a good way, like Sriracha) ▫️ 531K new jobs vs. 420K expected ▫️ Unemployment rate: 4.6%, down from a pandemic high of 14.8%. — Morning Brew ☕️ (@MorningBrew)...
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November 3, 2021

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Market Performance (Month of October) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings continue to beat estimates And profit margins are hanging in there for now Employment costs are going up per surge in employment cost index (blue); yet, market’s profit margins (orange) have not been hit by...
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October 27, 2021

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Market Performance (Prior Week) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings continue to be impressive 84% of $SPX companies have beaten EPS estimates to date for Q3, which is tied for the 3rd highest percentage since 2008. #Factset — Stephanie Link (@Stephanie_Link) October 23, 2021 Earnings, in...
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October 20, 2021

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Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings are so far, so good The Bad News Earnings revisions are continuing to fall Upward earnings revisions have faded … overall index tracked by ⁦@Citi⁩ now in negative territory for first time since May 2020⁦@Bloomberg⁩ pic.twitter.com/GTiV8KypBR —...
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October 13, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Shipping costs are getting better  Shipping costs are finally dropping. https://t.co/Da5uRl7Miz pic.twitter.com/6ajS2mVlea — Lisa Abramowicz (@lisaabramowicz1) October 7, 2021 And people are still financially healthy enough to quit record high quit rate pic.twitter.com/WnzBqFaOvx — Sam...
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September 28, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Economic surprise index creeping back up  And the leading economic index continues to be a positive signal And earnings remain strong The average investor is always shocked to hear just how much more profitable the...
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September 21, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News People are continuing to spend  BofA: signs that the Delta-lull is passing and a mini-reopening cycle is starting pic.twitter.com/NOQF69scma — Mike Zaccardi, CFA, CMT (@MikeZaccardi) September 16, 2021 And there’s some hope we’ll start seeing...
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September 14, 2021

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Market Performance For The Prior Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Inflation finally didn’t come in higher than expectations BREAKING! US headline #inflation equaled 5.3% in August, matching expectations. Core #CPI, however, fell to 4.0%, 0.2% below expectations! pic.twitter.com/kk55b5kWkT — jeroen blokland (@jsblokland) September 14, 2021...
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