Cruel Summer
There are a lot of interesting things going on and the typical lazy summer is turning into a busy, even cruel summer.
Inflation A Cure For Lack Of Breadth?
The inflation data for June was released this week and it showed that consumers are getting a break in costs.
Market Too Frothy?
Markets head into the July 4th holiday near or at all-time highs and things don't feel as great as one might think. AI-related names have driven broad indices higher, but is there room still to run?
Things Are Getting Interesting
Today is Triple Witching Day, which means multiple options are expiring on the same day.
Raising Expectations?
Markets have moved higher this week with the inflation news and the higher probabilities of a rate cut in September.
Back To The Future?
Markets seemed to calm this week as economic reports came in a little weaker than expected, increasing the probabilities of a September rate cut by the Fed (at least, in the minds of investors).