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December non-farm payrolls data came in much hotter than expected. More jobs were added, the unemployment rate dipped slightly, and average hourly wages rose....

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S&P 5850 has been the most important “line in the sand” for stocks since the pullback from the 6000 level in November 2024. With the...

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The composition of the top five sectors remains unchanged this week, despite an interrupted trading week. This stability comes against a backdrop of mixed...

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S&P 500 earnings are in for 2024 Q3, and here is our valuation analysis. The following chart shows the normal value range of the...

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Okay, I literally tried to think of the most bearish headline possible. To be clear, though, I’m actually still bullish on the long-term structure of...

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On inflation I like this quote- “Goods deflation likely transitory as downward pressure on goods demand and input costs are fading. 1H24 global core...