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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Jun 30, 2026
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- It was a historic quarter for equities that included the second best return of the past quarter century for the NASDAQ 100 and the best quarter on record for the semis.
- Data from the New York Fed showed that rising unemployment rates for recent college grads have long pre-dated AI.
- May job openings data reported by the BLS came in much stronger than expected and counter to the past few months moves in alternative data sources.
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Jun 29, 2026
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- With today’s decision on Fed Governor Lisa Cook, the Supreme Court affirmed the independence of the Fed.
- The Magnificent 7 had their best two-day showing since April today as the group has diverged from the rest of the large caps over the past couple of months.
- Our Five Fed average of regional Fed manufacturing activity indices finished June at a fractional new high for the current cycle.
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Jun 25, 2026
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- Consumer electronic devices are beginning to see price hikes as a result of higher memory prices.
- The S&P 500 has had a record share of days over the past 50-, 120-, and 200-trading days where price went in one direction and daily breadth went in the other.
- All rates of change for core PCE ex. rent are above 2%, meaning that even with zero rent core inflation is still comfortably above target.
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Jun 24, 2026
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- Micron (MU) earnings showed the company grew revenues 345% YoY with margins rising to 84.9% versus 39% one year ago with resulted in EPS to rise 1,214% YoY.
- Several areas that have been high flying in the past year like mega-caps, Bitcoin, and silver have come under pressure.
- New home sales were expected by economists to rise 3.2% MoM in May but fell 7.3% which takes them to the bottom of the range they’ve occupied for the past several years.
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Jun 23, 2026
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- 2026 is shaping up to be a year with record corporate bond issuance as the year-to-date total reached $1.2 trillion.
- Memory and data storage stocks had a brutal session falling double-digits with technical indicators showing slowing momentum.
- The significantly weaker performance of the Nasdaq relative to the S&P 500 today has done little to work off recent outperformance of the tech-heavy index.
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