Newsclips
What We’re Reading
May 6, 2026
Commentary & Analysis of selected stories on May 6, 2026
Commentary & Analysis of selected stories on May 6, 2026
Expectations for Q1 (blue) have taken the elevator over the past week; full-quarter expectations are now nearly 26%.
Commentary & analysis of selected stories on May 5, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on May 4, 2026
Energy markets continue higher. Stocks had one of their best months on record.
Commentary & analysis of selected stories on May 1, 2026
What did gasoline do in April and how will it impact CPI?
The market continues to rally on the backs of a select few stocks in the S&P 500.
Seasonality charts can help support or refute market narratives. Due to the relatively small data sets associated with monthly data, they can also be used incorrectly to confirm an already-formed bias.
The Iran conflict saw retail 'buy-the-dip' mentality abandoned as consumers were hit by higher prices at the pump.
The dollar accounts for more than half of all SWIFT traffic globally.