Key Takeaway: Recent laggards bounce into lead. Economic reports add noise to an otherwise quiet week. New highs for Value Line Geometric Index and Commodities would...
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.
While what’s happening beneath the surface in US markets is a bit frustrating, we are seeing evidence of improving breadth on a global basis. Just shy of 75% of ACWI markets are trading above their 50-...
Key Takeaway: It appears the bulls are preparing to pack it up and call it a day. Dark clouds are starting to roll in, as the slow deterioration beneath the surface has taken its toll....
As we've still yet to see a decisive shift to a risk-on environment, caution remains the general guiding principle for this market. At the same time, there are opportunities in crypto that we'd like...
Key Takeaway: Indexes find ways to shrug off disappointment. Beneath the surface, market bending, not yet breaking. Surge in bond yields would sap financial liquidity...
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.
On the heels of last week’s surprising drop in the University of Michigan Consumer Sentiment index, we are now seeing a similar decline in the Future Activity Index from the Philadelphia Fed. Just two...
Key takeaway: There are signs of bears beginning to stir. Pessimism on the II and AAII surveys has reached its highest level since Q1 and put/call ratios show investors turning to the...
Key Takeaway: Positive earnings surprises and upward revisions have been setting records. Expectations are now elevated, and economic data is falling short. Macro...
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.
Consumer Sentiment for August was expected to be little changed from where it was in July (81.2). The actual data (based on responses collected over the first half of the month) showed consumer...
Key takeaway: Sentiment continues to argue a case for caution. Pessimism remains near historical lows. Nasdaq trading volume dwindles along with risk-seeking behavior. And with the...