Macro Overview U.S. equities extended their record-setting week, with the S&P 500 (IVV) adding 0.60% to push its year-to-date gain to 15.10%. International markets outpaced […]
Category: Review & Preview
Equities Grind Higher as Telecom Spectrum Deal Shakes Sector Leadership
Macro Overview U.S. equities extended their advance as the S&P 500 (IVV) added 0.60%, closing within reach of its recent all-time high and pushing the […]
Oil Surges and Tech Slips as AI Spending Questioned
Macro Overview U.S. equities retreated modestly as the S&P 500 (IVV) fell 0.42%, pressured by a sharp pullback in technology names, while Developed ex-U.S. markets […]
Yields Surge, Breadth Fades After Record Highs
Macro Overview U.S. equities pulled back modestly from record territory as the S&P 500 (IVV) slipped 0.25%, trimming part of the prior session’s gains while […]
Records Extend as Nuclear Energy Surges and Oil Slips
Macro Overview U.S. equities extended their record run, with the S&P 500 (IVV) rising 0.55% to build on a 15.19% year-to-date advance, aided by cooling […]
Nasdaq Hits Record as Brazil and Energy Lead Global Moves
Macro Overview U.S. equities extended their advance Monday, with the S&P 500 (IVV) rising 0.67% as AI-linked technology and communications names drove the Nasdaq to […]
Soft Jobs Data Lifts Equities as EM Outperforms
Macro Overview U.S. equities advanced on Friday, with the S&P 500 (IVV) gaining 0.75% following a weaker-than-expected September jobs report that reduced the probability of […]
Cooler Jobs Data Fuels Broad Equity Rally
Macro Overview U.S. equities advanced on Friday as the S&P 500 (IVV) gained 0.75%, extending its year-to-date advance to 13.80%, after a cooler-than-expected September payrolls […]
Soft Jobs Report Fuels Global Equity Rally
Macro Overview Equity markets advanced broadly on Friday after a weaker-than-expected September payrolls report reinforced expectations the Federal Reserve will hold rates steady at its […]
Energy and Crude Oil Lead as Treasury Yields Ease
Macro Overview U.S. equities edged higher as the S&P 500 (IVV) added 0.20%, extending its year-to-date gain to 12.96%, as a six-basis-point pullback in the […]