Jul 9, 2026
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- The first insights into Fed Chair Warsh’s planned “task forces” examining Federal Reserve communications, balance sheet policy, data, productivity, and jobs and inflation frameworks have been released.
- Today saw a rare instance of multiple sectors, Financials and Health Care, simultaneously experiencing golden crosses.
- Existing home sales slumped in June as sales volumes remain abysmally low despite rising inventories and improving affordability.
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Jul 8, 2026
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- At the margins, today’s release of the Fed Minutes showed more hawkish tones than markets expected.
- Federal Reserve estimates for total consumer borrowing came in far below estimates as balances fell by $182mm MoM versus the $17.5bn growth expected.
- Crude oil continues to experience historic drawdowns as product exports register record surpluses and production remains well below historically strong levels.
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Jul 7, 2026
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- The US goods imports composition has shifted to a shocking degree over the last two and a half years as imports of semiconductors, computers, and accessories have more than tripled.
- One year consumer inflation expectations have risen to their highest level since September 2023, despite big drops in categories like food and gas.
- Logistic managers have reported robust industry conditions in part due to prices rising at some of the fastest paces on record.
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Jul 6, 2026
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- As crude prices remain in the $60 range and gasoline prices stay stubbornly high, crack spreads have widened out to record levels.
- The Schwab Trading Activity Index readings a multi-year high in June despite the S&P 500 small pullback during the month.
- Housing inventories continued to grow in June although the median listing price is down to the lowest level since April 2022.
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Jul 2, 2026
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- Germany’s DAX surged close to 2% today to finish with a fresh all-time high.
- Weekly jobless claims data continues to show a robust labor market although jobs growth according to the Nonfarm Payrolls report decelerated.
- The massive increase in construction labor demand from data centers is serving a useful purpose: masking the slowdown in housing activity.
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Jul 1, 2026
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- With massive rotation today, the best-performing decile of Russell 1,000 stocks from last quarter collapsed 2.98% while the bottom three deciles were all up over 1%.
- Crude oil inventories have reached multi-decade lows and when excluding strategic reserves, inventories are at the lowest levels since 2018.
- Job postings data from Indeed has recently diverged from the recent move high in JOLTS job openings.
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