Could the market’s relative lethargy reflect the typical midterm election pattern beginning to emerge?
PremiumWith volumes and liquidity already thin, the mid-summer doldrums are well and truly upon us - albeit with the added spice of collapsing AI narratives and this week's vol-boosting macro and micro events heading into a seasonally unpleasant period...
By Frances Yue and Joseph Adinolfi
Wall Street is, by and large, bullish on the market's performance for next year, but one factor could throw a wrench into that:…
The market is pricing physical barrels but has yet to fully discount this trust deficit and the deteriorating momentum of the…
Dot-com. GFC. Post-Covid. Now momentum volatility has returned to the same neighborhood—and Wall Street is as crowded as ever.
70 years of S&P 500 post-midterm performance history suggests SPY, VOO and IVV could ride a post-election rally. Here's what…
...mixed macro, mucho micro, mideast mayhem, momo meltdown, & semis slammed...
