Hospitality Surge Gives Fed No Choice After Strong Jobs Update
The rate environment could challenge a market that needs to absorb some significant IPOs.
Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?
After a week that feels like pulling teeth, let’s check on the ‘rotation,’ the semiconductors and brace for the jobs report.
Is the Small-Cap Surge ‘Late Stage Action’ or Just Normal Rotation?
A selloff in chip stocks sparked a move into overlooked sectors ahead of the key jobs report.
Are Stocks About to Repeat July 2024?
This rally is getting long in the tooth, with indicators flashing that stocks are overbought. Should we be looking back to July 2024 to see what could happen next?
Semiconductor Sell-Off Creates Powerful Rotation
Instead of causing concern, the selling in semiconductors triggered vigorous buying.
Crackdown Hits Hong Kong Financials on Anniversary of Tiananmen Square
Hong Kong has been a key route for mainland Chinese citizens to get their money out of the grasp of the Communist Party.
U.S. Should Follow ECB Rate Decision After Growth Warning
Outdated models are underestimating growth, and strong growth will continue to push inflation higher.
Wall St. Takes Hit on Iran Fire, SpaceX Takes Off, Middle-Class ‘Struggle’
Iran ceasefire looks near collapse; SpaceX valuation at $1.75 trillion; Beige Book sees some in middle-income bracket ‘struggling more.’
It’s Time to Make Some Moves as a Shift in Market Character Develops
Chips rolling over on Broadcom and IBIT testing structural support are testing the market.
It’s Still the Semis’ World… Until It Isn’t
What if the semiconductor stocks start acting like Amazon?