Jun 11, 2026
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- In reaction to more peace talk headlines, Brent crude oil fell to the lowest level since mid-March and the 30-year Treasury yield fell below the 50-DMA on an impressive outside day reversal.
- AI stocks have been pulling back leaving some Implementation basket stocks at interesting technical levels.
- Nonfinancial business debt as a percentage of GDP rose by one of the largest amounts on record since the end of the GFC.
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Jun 10, 2026
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- While Oracle (ORCL) capex appears to have peaked, it still came in at 86% of revenues.
- The recent selloff in equity indices has helped push the forward P/E ratio of the S&P 500 back down to 20.2x, or just below 5% forward earnings yield.
- Petroleum stockpiles continue to rapidly unwind, especially for strategic reserves that are now only 2.4 mm bbls above the July 2023 low.
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Jun 9, 2026
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- Tech has experienced a painful 5-day selloff that has taken it down 8.9% off of its high one week ago.
- Price and breadth were disconnected once again with today marking the 37th time this year that price and breadth moved in opposite directions.
- AI-linked categories of imports continue to rise exponentially; accounting for 16.5% of total goods imports in April
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Jun 8, 2026
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- Consumer facing stocks like durables, apparel, and lenders have made lower highs recently.
- The New York Fed’s Survey of Consumer Expectations saw a multiyear low in the range of one year inflation expectations.
- Consumer expectations for their financial situation in the year ahead had the worst showing since October 2022.
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Jun 4, 2026
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- Low volatility stocks have experienced historic underperformed recently whereas momentum has outperformed massively.
- Tech industries, or more specifically the AI trade, is to thank for a vast majority of YTD gains.
- Home listing prices are down to the lowest level since April 2022 as inventories have risen.
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Jun 3, 2026
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- Strategic petroleum reserves continue to experience a record drawdown as distillate inventories approach multi-decade lows.
- Even after an updated methodology was introduced in 2022, the explanatory power of the ADP payrolls estimate for the official BLS data is very low.
- The latest release of the Beige Book showed slightly weaker evaluations of the economy relative to the prior release as inflation and energy mentions were commonplace.
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