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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.
The continued good news in this Thursday morning's jobless claims report is that the trend of less worse news is intact.
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.
Over the last few weeks, we have discussed that while the markets were continuing their seemingly unstoppable advance, there were many technical extremes reached.
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.
Only 5 stocks make up 47% of the NASDAQ (Amazon, Apple, Google, Microsoft, and Facebook) - why this is a concern.
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.
Global Manufacturing and Services PMIs continue to promote the V recovery theme. The consumer stays resilient as evidenced by the Auto and Housing sectors.
Globally, inflation has been weak for at least 20 years. There are a number of intertwined reasons for this.
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 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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