Today's topics include the Fed's path ahead, the state of the US economy, tariffs impact on earnings, index level momentum, economic minded versus consumer minded inflation, more commentary on Powell & Fed independence, Mag 7 stocks are diverging from themselves, Japanese election outcome & trade talks, and tech disruption across industries
Quantifying retail traders' share of equity market volume reveals the group has become a dominant market force.
Today's topics include commentary on Fed independence, Waller wants to cut rates, foreign Treasury holdings moved higher in May, ETFs are booming, Chinese rare earths, debating market reactions to EU's defense spending boost plans, and crypto surges on stablecoin bill passing
Copper imports are being pulled forward in an attempt to front-run potential tariffs. Could this have a similar impact on GDP as gold imports did earlier this year?
The quality of CPI data continues to get worse and seasonality now points higher the rest of the year.
At the halfway point of natural gas refilling season, Europeans are on pace to spend more than last year to rebuild their stockpile.
Nvidia's market cap recently surpassed $4 trillion. The S&P continues to be dominated by the biggest stocks.
Financial conditions are a function of market stress. When financial conditions are easing like now, it is usually a sign of positive sentiment for equities.
The percentage of homeowners who have dropped their initial listing price continues to climb.
A long-term look at electoral democracy in the United States