The economic data released over the last couple of months has painted a picture of an economy that is holding up fairly well, all things considered. Surveys of manufacturing and... read more →
The S&P 500 index is roughly halfway through reporting season for 2Q results, with 282 companies out of 500 having reported results so far. Last week was the busiest week... read more →
As the latest sign that the economy is slowing down, the once red-hot housing market is starting to sputter. Based on data released this morning, only 5.41 million existing homes... read more →
It seems like no one is talking about the yield curve any more. During the last week of March, when the 10-2 year treasury spread inverted very briefly, roughly 3,800... read more →
Over the last few turbulent months, we have highlighted a few individual sentiment indicators as they reached extreme bearish levels at one point or another. However, what was exceptional about... read more →
We are entering the busiest days of 1Q reporting season for companies in the S&P 500 index. While only 212 companies have reported results over the last couple of weeks,... read more →
At the beginning of April, the 10-2 year yield curve briefly inverted, creating widespread hysteria in the financial media. However, despite what you may have been hearing or reading, an... read more →
Earnings reporting season for Q1 2022 is about to kick off. As usual, the first week will be dominated by financial heavyweights such as J.P. Morgan, Bank of America, Wells... read more →
At about 1:32 PM EST on Tuesday, the widely-followed spread between 10-year and 2-year treasury yields (a.k.a. the yield curve) briefly fell to -0.002%, thus inverting (even if barely) for... read more →
While global financial markets are reeling from the latest geopolitical events in Eastern Europe, earnings season for Q4 2021 is quietly drawing to a close, with over 90% of companies... read more →
