Matthew Kerkhoff's picture

The chart below comes from the Wall Street Journal, and is one I’ve shown before. I think it’s worth our time to reexamine it, because it contains a wealth of information that should help frame our outlook moving forward.

Christopher Quigley's picture

The expected “oversold technical bounce” due to recent market weakness materialized this week. With the good news from Greece spurring sentiment on, the NASDAQ has just jumped to new highs with the Dow 30...

Michael Pettis's picture

Anyone who reads my blog is already likely to know the story. Until the market peaked on June 12, with the Shanghai Composite at 5,178, China had experienced a stock market boom that saw the Shanghai index...

Gary Dorsch's picture

It’s approaching that time of year when traders and central bankers alike depart for long holidays. But this summer is shaping up to be anything but quiet for markets, with betting on a “Greek Exit” from the Euro roiling markets...

Marc Chandler's picture

The US dollar remains bid. Yellen's comments and the Beige Book signal that the Federal Reserve is still on track to raise rates this year. In contrast, as Draghi will make clear today, the ECB is committed to completing its unorthodox easing.

Kurt Kallaus's picture

Greece is about the size of Connecticut with a much smaller economy: about a third of a percent of the global economy. So why has the world been fixated upon its fate? Why have stock markets around the world...

Urban Carmel's picture

The average monthly gain in employment during the past year was 245,000, the highest since the 1990s. Annual growth in employment is the best in 15 years. Hourly earnings growth in April and May was the highest since the recession; it fell to 2% in June...

Andrew Zatlin's picture

Last month in our Vice Index update, we noted the following: The Vice Index points to continued consumer strength through 3Q. The Vice Index is doubling down on consumer strength. While it shows a slight dip...

Sheraz Mian's picture

A favorable economic reading out of China, the Fed Chairwoman’s testimony to Congress, and another positive looking bank earnings report provide the backdrop for today’s session. All of this should help the major indexes build...

John Mauldin's picture

For the vast majority of investors, portfolio returns are generated by the equity markets or at a minimum heavily influenced by the equity markets. We have enjoyed an almost six-year bull market run in the stock market...

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