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Executive Summary: Expectations of Fed easing have turbocharged small- and mid-cap stocks: The S&P 400 MidCaps and S&P 600 SmallCaps have left the S&P 500 in the dust over the past two weeks. Today, Jackie points out the huge
Executive Summary: There are plenty of dollar detractors around, but their arguments don’t hold much weight against a big reason that demand for the greenback will remain strong: Foreign investors need dollars to invest in US assets. Eric is
Executive Summary: The policy priorities of Trump 2.0 would likely have mixed effects on inflation, the labor market, trade, and government borrowing—Eric sorts out the investment implications. … Also: The latest economic indicators still don’t suggest a recession anytime
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Today’s stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.1% today, and down 8.3% since the S&P 500 peaked at a record high during July 16 (chart). The S&P 500 is
The DJIA is down 2.1% from its record high of 41,198 reached last Wednesday (chart). The DJTA was down 1.6% today, remaining below its record high in early 2022. According to Dow Theory, the DJTA needs to break out
Yesterday, we suggested that the stock market selloff since the July 16 record high in the S&P 500 might not last very long. So we were pleased by today’s broad rally in the S&P 500 (1.1%), the Nasdaq (1.6%), the Russell 2000 (1.7%),
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