The Dollar, Bonds, And Bullion: There’s A Renewed Lift In Commodities
A look at how you can take advantage of this unfolding opportunity..
Large Cap BIopharmaceuticals Overview
As a defensive play healthcare is weighted at about 12% of the S&P 500.
Data Centers Are Driving An Electricity Demand Surge From AI Platforms Like ChatGPT
Goldman Sachs says it’s projecting electricity demand to rise approximately 2.4% from 2022 to 2030, with data centers representing the largest growth segment at 0.9 percentage points—nearly a third of total new demand.
Could Reddit Stock Benefit From The Ongoing Meme Stock Craze?
Reddit stock is currently up some 40% versus its YTD low.
Japan’s Budget Surplus Goal Key To Reducing National Debt
Japan stands at a crucial juncture with its fiscal and economic strategy.
Big Bearish Engulfing Pattern In Russell 2000
Today's trading marked a bearish pushback to Friday's late-day recovery. In the Russell 2000 (IWM), a significant gap higher was quickly undone by through-the-day selling.
Stocks Finish Mostly Lower As Risk-Off Sentiment Builds
Stocks traded modestly lower on the day, but some declines were masked by strength in Nvidia.
Dow Stumbles To Start June; Nvidia Props Up Tech
The Dow's Friday gains were short-lived, as June was ushered in with lackluster manufacturing data, suggesting the health of the economy may be underperforming.
Nowcasts Down
No recession is apparent in Q2 nowcasts yet. Nor in monthly indicators for April.
Key Events This Week: Jobs, Jolts, ISM, And Fed Blackout Period Begins
It's another payrolls week with consensus (+190k) expecting job gains to pick up from last month's +175k number with unemployment widely expected to stay at 3.9%.