August 24, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance BREAKING: Atlanta Fed's GDPNow Index soars to 5.03% pic.twitter.com/ssPnrKJC1Q — Robert Burgess (@BobOnMarkets) August 15, 2023 What a monthly mortgage payment would look like for a... Read More →
August 9, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance There has been an absolutely wild divergence in macro data surprises in the past few months and I am old enough to know that there is... Read More →
August 2, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Shorter Powell -FOMC believes policy is restrictive-Doesn’t see Fed cutting this year-Sees 2% inflation w/out big job losses-Staff no longer forecast recession Market hears you’re done,... Read More →
July 26, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance 12 Days in a row. Just four other occurrences since WWII. pic.twitter.com/zP3vFO6kET — Bespoke (@bespokeinvest) July 25, 2023 “.. The Citigroup Economic Surprise Index — a... Read More →
July 19, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The core CPI inflation rate remains relatively high mostly due to its rent components. But when you exclude shelter costs, the core rate dropped to 2.7%... Read More →
July 5, 2023
Market Performance (First Half of 2023) Source: YCharts Disclaimer: Past performance is no guarantee of future performance First half of 2023 performance The NASDAQ may be set for its best first half ever pic.twitter.com/ZgaJ43hIPK — Markets & Mayhem (@Mayhem4Markets) June... Read More →
June 21, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Below the surface, the earnings outlook is improving, and more importantly, the breadth of estimate revisions is improving. The percentage of stocks in the S&P 500... Read More →
June 7, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance BREAKING: The US added 339,000 jobs in May versus estimates of 195,000; US unemployment rate rises to 3.7% vs 3.4% https://t.co/QRyl0nqIJv pic.twitter.com/HK6EurOmaf — Bloomberg (@business) June... Read More →
May 23, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Yields on one-month T-bills are about the highest since at least 2001 on debt-ceiling concerns: pic.twitter.com/Vc02k8xnE0 — Lisa Abramowicz (@lisaabramowicz1) May 16, 2023 At this pace... Read More →
May 17, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance We have a 4-handle…Apr CPI was slightly cooler than expectations at 4.9% y/y vs. 5.0% est. Important piece is that Core Services ex-Shelter ("Supercore") was responsible... Read More →