Back to top

apparel: Archive

Mayur Thaker

Markets Overcome Tariff and Inflation Worries as Earnings Outlook Remains Steady

Momentum remains very bullish despite the wall of worry of tariffs and inflation risk, but valuations are once again reaching extreme levels.

XARPositive Net Change

Mark Vickery

Jobless Claims, Q2 Productivity, Q2 Earnings All Higher

Pre-market futures were at peak highs just ahead of new economic prints this morning, but we remain in healthy, positive territory.

LLYNegative Net Change GILDNegative Net Change WYNNPositive Net Change TTWOPositive Net Change RLPositive Net Change WBDPositive Net Change TRIPPositive Net Change TWLOPositive Net Change

Mayur Thaker

Shock Negative Jobs Report Sends Safe Haven Assets Up But Corporate Earnings Still Show Steady Growth

The July nonfarm payrolls report was shockingly bad, but with proper context using other major macro datapoints, I think the hiring slowdown is temporary.

QTECPositive Net Change