The Closer – Warsh, Tech Finally Falls, Credit Cards – 4/21/26
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- The Tech sector ended a 14-day long winning streak; the sector’s second longest winning streak on record.
- Weekly estimates of private sector jobs growth from ADP continue to impress and are running above 200K for March.
- Credit card issuer delinquency rates have generally remained stable as related stocks have rebounded solidly.
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The Closer – Hawkish Shift, Rate Outlook, Canada Data – 4/20/26
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- Volatility indices like the VIX and MOVE have cratered back below their 6-month averages while the volatility index for oil remains a full standard deviation above.
- Recent years have consistently seen seasonally weak readings in payrolls in the second half of the year.
- Quarterly data from the Bank of Canada showed the effects of last year’s trade disputes are starting to ease.
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