海外研报

SPX tests island top count at 5135 amid signs of tactical capitulation

SPX gapped down to test island top pattern count at 5135The S&P 500 (SPX) broke down from a 6/12 to 8/1 island top with downside pattern

Tomorrow, back to only thinking "Rate cuts!"

Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But

It’s About Labor Markets Now

The Fed is shifting focus toward the labor market. Because we expect slowing but no slump, we think the Fed resets policy

The Harris Bounce 011

With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic