S&P 500 nears record highs as yields spike and Mag 7 lead.
China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and stocks still rallied. Click for this update on chips.
The article guides in building a contrarian income sleeve for a 7.23% yieldâtargeting mean reversion in beaten-down sectors. Click to read more on this.
The article argues against betting against the index while recommending that investors stop contributions to avoid adding negative convexity. Click for more.
The Strait of Hormuz closure has dramatically impacted global maritime trade. Read more on what happens to each shipping segment when it reopens.
The 10-year Treasury yield surging past 5% mirrors late-1990s patterns, signaling a potential 10% stock market correction ahead. Read what investors need to know.
Track high-frequency economic indicators: long, short & coincident trends, Fed hike signals, stocks, jobs, oil & spendingâget the latest outlookâclick to read now.
Q4's final 100 days set the tone for 2027, as investors shift from seasonality to the deeper forces shaping earnings, rates, and geopolitical risk. Read more.
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