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Walmart Beat on Everything. The Market Sold It Anyway.

Walmart Beat on Everything. The Market Sold It Anyway.

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Aug 20, 2026

The Selling Did Not Stop on Tuesday. It Just Rotated Into Safety.

The Selling Did Not Stop on Tuesday. It Just Rotated Into Safety.

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Aug 19, 2026

The Bond Market Took Over. The 30-Year Yield Just Hit a High Not Seen Since 2007.

The Bond Market Took Over. The 30-Year Yield Just Hit a High Not Seen Since 2007.

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Aug 18, 2026

The Market's Risk Light Broke to Red, Even With Five Sectors Still Green.

The Market's Risk Light Broke to Red, Even With Five Sectors Still Green.

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Aug 17, 2026

A Cool Wholesale Inflation Print Sent Buyers Into the Year's Worst Stocks, and the Momentum Board Finally Broadened.

A Cool Wholesale Inflation Print Sent Buyers Into the Year's Worst Stocks, and the Momentum Board Finally Broadened.

Brad Hoppmann

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Aug 14, 2026

The Cool Inflation Print Brought the Chip Trade Back to Life. Then the Market Sold Cisco's Record Quarter.

The Cool Inflation Print Brought the Chip Trade Back to Life. Then the Market Sold Cisco's Record Quarter.

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Aug 13, 2026

July Inflation Came In Cool and On Target. Friday's Rate-Cut Bet Just Survived Its Biggest Test.

July Inflation Came In Cool and On Target. Friday's Rate-Cut Bet Just Survived Its Biggest Test.

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Aug 12, 2026

The Market Bet on Rate Cuts. Then Oil Spiked 5% Right Before the Inflation Report.

The Market Bet on Rate Cuts. Then Oil Spiked 5% Right Before the Inflation Report.

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Aug 11, 2026

America Lost Jobs Last Month. Stocks Closed at a Record High.

America Lost Jobs Last Month. Stocks Closed at a Record High.

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Aug 10, 2026

The Broadening Everyone Wanted Showed Up Monday. By Thursday The Whole Board Was Holding Its Breath.

The Broadening Everyone Wanted Showed Up Monday. By Thursday The Whole Board Was Holding Its Breath.

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Aug 9, 2026

Wall Street Went Quiet Before Today's Jobs Report. Almost Every Green Light Dimmed at Once.

Wall Street Went Quiet Before Today's Jobs Report. Almost Every Green Light Dimmed at Once.

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Aug 7, 2026

Wall Street Finally Spread the Gains Around. Its Own Momentum Gauge Cooled at the Same Time.

Wall Street Finally Spread the Gains Around. Its Own Momentum Gauge Cooled at the Same Time.

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Aug 6, 2026

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We provide analysis on the S&P Sectors and provide actionable insight into how current cycles are affecting each sector and predict what the future of the sector results will be.

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