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Hiring Plans Diverging for Big & Small Companies

Layoffs lower than their entire pre-Covid history We got data showing that initial claims for unemployment insuranceΒ dipped, and they’ve been hovering in the same (historically low) range since last fall. So, with the economy staying...

Covid Distortions Still Impacting Inflation

Inflation has risen from 3.1% YoY to 3.5% this year It’s been a tough start to the year for inflation. Headline CPI inflation was as low as 3.1% YoY, but it’s since risen to 3.5%...

‘Fab Five’ Makes Q1 Earnings Top Heavy

Large cap earnings growth stays positive in Q1 We’re in the thick of Q1 earnings season, with 45% of S&P 500 firms having reported. And earnings are on pace to grow +3.3% YoY (chart below,...

Striking Disparity in Earnings Performance: Big vs Small Caps

A Glimpse Into Earnings Season Trends As the curtain nears on Q4 earnings season, a tale of two sectors unfolds. With 95% of S&P 500 companies declaring their results, it's evident that large caps have emerged...

Market Reacts to CPI Data | Nasdaq Investor Panic Grips Market...

Market Meltdown Wednesday's CPI report triggered a market selloff, particularly hitting small caps. Both the Nasdaq-100 ETF and Nasdaq Mid-Caps ETF fell nearly 2% yesterday, while the Nasdaq...

Recent Bond Yield Surge and Its Implications Recent Bond Yield Surge and Its Implications

Surge in Treasury Yields If the latest rumblings in bond markets have not caught your attention, it might come as a shock that the 10-year Treasury yields have rallied to 4.1%, up from 3.9% just a week prior. Correspondingly, mortgage rates have ascended above...