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Alphabet Delivers on AI and Cloud—But Is It Enough to Fuel Growth?

Stocks powered higher yesterday on optimism about what tech earnings MAY have in store. Job openings declined, according to the latest JOLTS report, and investors are still unsure if a softening labor market is good for stocks or bad for stocks.
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The Federal Deficit in Focus: Implications for Rates, Debt, and Growth

Stocks rose yesterday as optimism swooshed through the markets ahead of key earnings and economic data. The market has turned spectator to presidential elections, just a week – 1 week from TODAY.
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Big Earnings and Bigger Questions: How This Week Could Shape Market Sentiment

Stocks had a mixed close on Friday with tech shares a shining light amidst nerves exposed by rising interest rates and fear that the Fed will abandon its friendly ways. Consumer sentiment was revised upwards by University of Michigan on Friday – consumers will need high spirits to keep up with...
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Crude Realities: A Look at Oil Production and Energy Returns Across Presidencies

Stocks had a mixed close yesterday as the S&P and Nasdaq were driven higher from Tesla’s electrifying earnings announcement. Manufacturing flash PMI and New Home Sales came in strong and weekly employment weak – no one is sure if that is good or bad these days.
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Unmasking the 10-Year Yield: What Technical Indicators Are Telling Us About the Market’s Future

Stocks had a rough session yesterday, giving up ground, as traders continued to be perplexed with rising treasury yields, wondering if there is an end in sight. Even the Nasdaq and its shiny tech stocks couldn’t break free from the gravity of rising bond yields.
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Good is Bad: Why Strong Economic Numbers Are Spooking the Markets

Stocks came up with another mixed close following a bumpy day of trade as traders scratched their heads wondering why Treasury yields were on the climb. Traders have fallen off the wagon and are once again gripped by their unhealthy addiction to the Fed dropping concern for the economy.
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Fed’s Big Move, Bond Market’s Bigger Response: What’s Really Happening?

Stocks had a mixed close yesterday in a rocky start to the week as investors grew dubious over the path of Fed rate cuts. A closely followed, private economic health indicator declined more than expected with manufacturing orders and interest rates to blame.
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