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.
We retired our "Five Bull Market Barometers" in mid-July last year to make room for a new weekly post that's focused on the three most important charts for the...
From the desk of Steven Strazza @Sstrazza and Grant Hawkridge @granthawkridge
In today's post, we’ll discuss some of our favorite and most important intermarket ratios and see what they’re suggesting for markets and risk appetite around...
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...
JC has a short post up today about "The Oil Dilemma." He and I talked about this situation yesterday and I like the way it is setting up for a little premium collection to...
Financials have made quite the comeback in recent weeks, with the Large-Cap Financial SPDR $XLF trading back to record highs as bank stocks around the world have fought to repair some of the...
