Overbought conditions are a tactical concern, but present trends remain constructive for US equities, and we think the path of least resistance for equities remains higher over the intermediate-term.
July 30, 2025 S&P futures are up 0.1% in early trading after U.S. equities declined Tuesday, snapping a six-day winning streak for the S&P and
July 29, 2025 As July winds down with US and European Equities at all-time highs and EM equities appreciating as well, we come to the
July 29, 2025 S&P futures up 0.2% in Tuesday morning trading, following a quiet Monday where the S&P 500 and Nasdaq posted sixth-straight record closes.
July 28, 2025 S&P futures up 0.3% in Monday morning trading following a strong week for U.S. equities, with the S&P 500 hitting all-time highs
July 27, 2025 The Bull remains in control of the tape as July winds down. A series of new all-time high prints for the S&P
July 25, 2025 The more things change, the more they stay the same. Global trade realignment continues to shape the narrative around the business cycle,
July 25, 2025 S&P futures up 0.1% in early Friday trading after a quiet Thursday session where the S&P and Nasdaq set new all-time highs.
July 24, 2025 S&P futures up 0.1% in Thursday morning trading, following another record close for the S&P and Nasdaq on Wednesday. Strength came from
July 23, 2025 As the dialogue on tariffs has evolved over the past months, investor perspective has evolved from a glass half empty (Q1’s near
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