Market Commentary

Thursday’s jobless claims data was stronger-than-expected, which is yet another data point suggesting that there are cracks beginning to form in the labor market. On the eve of…

The EU trade deal only fuels this bull market as a major uncertainty has now been removed for investors. The deal shows that serious progress is being made…

If strong: Thursday’s stronger-than-expected PPI shows that inflation data remains volatile and that the inflationary effects from tariffs that many were worried about may be starting to show…

The stock market’s rally has legs, as the trade negotiation with China was seemingly the toughest one on the docket, and the idea that there has been this…

(1) The stock market’s tariff-driven volatility has now started to incorporate some Federal Reserve-driven volatility, as it remains clear that the Fed is not coming to the rescue…