From BofA: Since our last weekly publication, our 2Q GDP tracking is unchanged at 2.7% q/q saar and 1Q GDP…
Continue ReadingThree Sectors Stand Out and One Sports a Bullish Breakout
Three sectors stand out, with one sporting a recent breakout that argues for higher prices. Today’s report will highlight three…
Continue ReadingThe Compound and Friends: The Next Big Short is the Trade War
Today’s Compound and Friends is brought to you by VanEck See here for more information on VanEck’s nuclear ETFs The…
Continue ReadingRRG Update: Is Tech Ready to Break Out?
This week, Julius shows how the Technology sector is edging toward leadership, alongside Industrials and soon-to-follow Communication Services. He highlights…
Continue ReadingWhat the S&P 500, VIX, and ARKK are Telling Us Now
While the S&P 500 ($SPX) logged a negative reversal on Wednesday, the Cboe Volatility Index ($VIX), Wall Street’s fear gauge,…
Continue ReadingHotels: Occupancy Rate Decreased 3.2% Year-over-year
From STR: U.S. hotel results for week ending 7 June The U.S. hotel industry reported mostly negative year-over-year comparisons, according…
Continue ReadingTotal Mortgage Equity Withdrawal (MEW) was Negative in Q1
Today, in the Calculated Risk Real Estate Newsletter: The “Home ATM” Mostly Closed in Q1 A brief excerpt: During the…
Continue ReadingFed’s Flow of Funds: Household Net Worth Decreased $1.6 Trillion in Q1
The Federal Reserve released the Q4 2024 Flow of Funds report today: Financial Accounts of the United States. The net…
Continue ReadingWeekly Initial Unemployment Claims at 248,000
The DOL reported: In the week ending June 7, the advance figure for seasonally adjusted initial claims was 248,000, unchanged…
Continue ReadingThursday: PPI, Unemployment Claims, Flow of Funds
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial…
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