A Month of Melt-Up Vanished In One Day of Tariff Anguish – The Market Breadth

a month of melt-up vanished in one day of tariff anguish

Stock Market Commentary China and the U.S. have an unstable relationship. Each country needs the other and yet they cannot co-exist peacefully in the global economic or political sphere, especially when nativist flames and security alarms are burning brightly. That lingering instability came to prominence one more time after trade negotiations broke down (yet again) … Read more

The Melt-Up Continues As Rate Cuts Beckon – The Market Breadth

the melt-up continues as rate cuts beckon - the market breadth

Stock Market Commentary The stock market leaned into a melt-up as a constant stream of IPOs signaled risk-on appetite even as a massive downward revisions in jobs in the 12 months through March, 2025 implied more than expected economic weakness ahead. Rate cuts beckon as a result of this broadening weakness, and Wall Street has … Read more