Michael Kramer

Stocks kept rising because retail sales and jobless claims data were better than expected. This is the second week in a row that stocks have jumped after a good jobless claims report. I’m not sure if...

Stocks were mostly flat to slightly up yesterday, with the S&P 500 getting a boost in the last 10 minutes due to a big closing imbalance. Other than that, it was a pretty quiet day. The CPI...

Stocks finished the day higher yesterday after a weaker-than-expected PPI report. Although rates fell, it didn’t result in a significant yield curve steepening, and the dollar was only slightly...

The S&P 500 ended the day unchanged, held steady by Nvidia (NASDAQ:NVDA) 4% surge. Despite Nvidia's strong performance, the broader market struggled, with 342 stocks declining versus just 159...

To no one’s surprise, volatility has returned in a big way, and if the typical market playbooks of the past 30 years continue to work, then what we have seen regarding the yen carry trade to this...

The stock market appeared confused yesterday, reacting to the weekly jobless claims and continuing claims data as if the CPI report had come in 0.4% cooler than expected. The market has been trying...

US stocks took another hit yesterday as the carry trade unwound and the effect was felt in Japan when the Nikkei 225 plunged. Since then, the Nikkei has rebounded 10.2%, almost erasing the 12.4%...

The effects of last week’s market shift are likely to be felt throughout the coming week. The BOJ’s decision to hike rates and cut back on its bond purchases kicked things off, and the US labor...

This year's biggest pivot point for the market may come today. Original Post

The second quarter saw stocks move higher again, reaching levels that seem overly stretched from a fundamental and technical standpoint. The market has seen a significant rotation into mega-cap...