Apr 21, 2026
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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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Apr 20, 2026
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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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Apr 16, 2026
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- AI stocks are trading at some of the most overbought levels since the spring of 2023 following a surge in both Infrastructure and Implementation names in April.
- After a surprise pop last week, jobless claims data returned to healthy levels that are inline with typical seasonal patterns of the past few years.
- The Federal Reserve’s H.8 report has indicated surging deposit growth this year thanks to core loan growth accelerating to 8% annualized in the past three months.
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Apr 15, 2026
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- Since 1928, this is the first time the S&P has made new all-time highs in 11 days or fewer after falling 5-10%.
- Beige Book mentions of optimistic terms rose to the highest levels since June of 2022.
- The US saw record crude and crude product exports during the week of April 10th.
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Apr 14, 2026
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- Prior to the war, truck orders were ripping with a 211% increase in the three months ending in February.
- ADP estimates 157K total private sector jobs were added in the four weeks ending March 27, easily the best result in series history.
- Consumer confidence data continues to run much weaker than would be anticipated based on inflation and unemployment.
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Apr 13, 2026
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- Historically, Fedspeak’s level of hawkishness and dovishness has been correlated to forward equity returns.
- Recent Fedspeak has gotten significantly less dovish.
- Existing home sales showed a sharp decline to the lowest levels since 2023 amidst the surge in mortgage rates back to near 6.5%.
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