BREAKING: The 10-year note yield is now trading at its highest level since November 2023, at 4.39%. Stickier than expected inflation data and rising oil prices have added to inflation worries over the last month.

By: Charles-Henry Monchau, CFA, CMT, CAIA

I always want to hear the other side of the debate, but right now the evidence pointing toward a peak in equity markets is overwhelming...

By: Francois Trahan, M2SD

The Federal Reserve's inflation story is all about housing.

By: Leo Kolivakis

No one holds Russell 2000 (small-caps) stocks any more...

By: Charles-Henry Monchau, CFA, CMT, CAIA

"Since 1929, the S&P 500 has gained 6.2%, on average, during the fourth year of presidential elections."

By: Daily Chartbook

Who Owns the US market?

By: Valerie Noel

Magnificent 7. Or is it Magnificent 2?  

By: Jesper Rangvid

Tech Stocks are trading at all-time highs relative to the S&P 500, even surpassing the peak of the Dot Com bubble.

By: Valerie Noel

I have been tracking the bull/bear spread from Investor Intelligence for as long as I can remember. It's not the type of thing I look at every week or even every month, but when it feels like sentiment is extreme, I like to be able to quantify it and this is a great tool for that.

By: Francois Trahan, M2SD

Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated.

By: Leo Kolivakis