S&P Says Service Sector Is Running at Hottest Since 2021
S&P September services PMI shows sharpest rise in activity since July 2021 and new orders at a 4.5-year high.
Rapid Change in Euro Credit Risk Hints at Deeper Problems
Whatever just happened between German bond yields and French and Italian bond yields was not on my radar.
Interest Rates Created a Two-Tiered Market. Earnings Will Test It.
Oversold conditions and positive seasonality look promising, but we still need price action to confirm a turn.
Everything You Wanted to Know About Technicals, but Were Afraid to Ask
What is the Hi-Lo and why do I yap so much about breadth? Here I’ll walk you through all the indicators and surveys I rely on each week.
The Week Ahead: Do We Finally Get the Broadening?
Yields remain in the driver’s seat, with bond shorts at extremes and a light week on the calendar.
Luxury Brands Are Selling You More Than Just Physical Goods
The market for luxury goods remains strong, and CEOs appear to be optimistic. Here’s what I learned from speaking with the CEO of JLR.
Trade Like a Young Warren Buffett, Not Like Berkshire
As a trader, Buffett could spot gaps between price and value that the market was missing. And then his billions got in the way.
Bad News Was Good News Friday — for Stocks, Not Bonds
Payrolls missed every estimate, raising bets for an October FOMC hold, and the Nasdaq-100 powered to a record high. But Treasury yields reversed an early drop.
Rare Dynamic Plays Out Amid Weak Jobs Data, Stubborn Bonds
Odds of an October hike fell to about 20%, but bonds gave back their gains and rates kept rising.
Why Fast AI Chips Still Have to Wait
Storage, networking and optical infrastructure may be less glamorous in the world of AI, but these 8 names keep the traffic moving.