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At Close: Jul 31, 2026
4 Causes Of The U.S. Stock Market Bubble
03:42pm, Sunday, 06'th Sep 2020
Investor behaviors are inflating the US stock market bubble, namely hope and greed. Fed intervention is a third cause.
Initial And Continuing Claims: Very Slow 'Less Worse' Progress Continues
11:41am, Sunday, 06'th Sep 2020
The continued good news in this Thursday morning's jobless claims report is that the trend of less worse news is intact.
Reflections After An Exceptional Month Within An Extraordinary Year - Stock Market Update, September 2, 2020
11:27am, Sunday, 06'th Sep 2020
More than half of the days in August saw more S&P 500 stocks down than up, yet the index itself posted a 7% gain for the month.
Market Finally Cracks. Is The Bull Market Rally Over?
11:14am, Sunday, 06'th Sep 2020
Over the last few weeks, we have discussed that while the markets were continuing their seemingly unstoppable advance, there were many technical extremes reached.
MacroView: 5 Reasons The Fed's New Policy Won't Get Inflation
10:33am, Sunday, 06'th Sep 2020
In today's #Macroview, we will discuss the 5 reasons why the Fed will not get inflation, and why deflation is the bigger risk.
Weekly Commentary: Summer Of 2020
09:50am, Sunday, 06'th Sep 2020
QE fundamentally changed finance. The Fed's COVID crisis leap into corporate debt has wielded further profound impacts on corporate credit - yields, prices and issuance.
Is The Stock Market Topping Out... Again? Stock Market, Election & Economic Update
02:52am, Sunday, 06'th Sep 2020
Only 5 stocks make up 47% of the NASDAQ (Amazon, Apple, Google, Microsoft, and Facebook) - why this is a concern.
Weighing The Week Ahead: The Start Of Something Big?
01:37am, Sunday, 06'th Sep 2020
The economic calendar is light and the trading week is short. Some will be slow to return from vacations.
Strong S&P Earnings And Margins Outlook
01:34am, Sunday, 06'th Sep 2020
Excess liquidity, low-interest rates, and fiscal stimulus have been the driving forces behind the markets' rise to date, but the times they are a-changing.
S&P 500 Weekly Update: The Pause Is Here And The Talk Of A 'Market Crash' Is Everywhere
12:02am, Sunday, 06'th Sep 2020
Global Manufacturing and Services PMIs continue to promote the V recovery theme. The consumer stays resilient as evidenced by the Auto and Housing sectors.
Deflation - Not Inflation - Is The Real Threat (Central Bank Week In Review For 8/31-9/4)
07:05pm, Saturday, 05'th Sep 2020
Globally, inflation has been weak for at least 20 years. There are a number of intertwined reasons for this.
Payrolls Gains Decelerated Again, Sustaining Concerns About Recovery
02:17pm, Saturday, 05'th Sep 2020
U.S. nonfarm payrolls posted a fourth monthly gain in August, adding 1.4 million jobs following a 1.7 million rise in July, a 4.8 million surge in June, and a 2.7 million gain in May.
What's Driving The Selloff In U.S. Markets?
01:52pm, Saturday, 05'th Sep 2020
Unpacking the August U.S. jobs report.
The Big 4 Economic Indicators: August Employment
01:43pm, Saturday, 05'th Sep 2020
This commentary has been updated to include this morning's (Sept. 4) release of Nonfarm Employment.
Stock Market Volatility: Something To Live For Through The Election
02:09am, Saturday, 05'th Sep 2020
Stock market volatility is now more than twice what it was at the beginning of February as stock prices swing one way and another.
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