May 12, 2026
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- The Nasdaq 100 reached a 14-day RSI reading above 80 each of the past two days.
- Copper rose to a new 52-week high while silver has also begun to move higher. The chart for gold is looking less constructive.
- CPI saw the second largest leap in core prices since 2023, however, that acceleration was entirely due to vagaries of the rent calculation.
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May 11, 2026
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- Triple plays have been common and rewarded handsomely so far this earnings season with average stock price reactions ranking in the 93rd percentile.
- Top heaviness has been present in small cap stocks with a massive portion of the gains since relative performance lows last August.
- Mortgage foreclosures rose to the highest level since December 2019 even though overall delinquencies fell to a five month low in March.
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May 7, 2026
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- Fertilizer prices have begun to moderate as related companies reported very strong first quarter results.
- Despite the push to fresh highs, sentiment has not gotten overly extended.
- The NY Fed’s Survey of Consumer Expectations saw multi-year highs for inflation expectaitons.
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May 6, 2026
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- The S&P 500 jumped over 1% to a new high today with the low of the day being the open.
- After a double-digit gain on Wednesday, Samsung is above a trillion dollar market cap and alongside SK Hynix accounts for almost half of total KOSPI market cap.
- College graduate underemployment has moved materially higher since the release of ChatGPT.
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May 5, 2026
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- The S&P 500 is closed in overbought territory on Monday while its 10-day advance/decline line was oversold. That is only the 33rd time that has happened since 1990.
- For the first time since July 2022, more than half of respondents to the ISM Services PMI reported higher prices.
- Electronics and related imports are rising at a rapid clip and accounted for 16.3% of goods imports in March.
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May 4, 2026
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- The Federal Reserve’s primary macroeconomic model (FRB/US) can be used to estimate impacts to macroeconomic data dependent on various moves in crude prices.
- The announcement that Amazon (AMZN) will expand its supply chain to businesses who are not sellers on its e-commerce platform caused a historic decline in transportation stocks.
- Speculator positioning in Nasdaq 100 futures reached the first net short reading since July 2024.
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