Inflation Reacceleration Signals Rising Headwinds for Equities
In our latest report, we examine the recent inflation uptick and its implications for stocks, sector performance, and other major asset classes.
In our latest report, we examine the recent inflation uptick and its implications for stocks, sector performance, and other major asset classes.
In this week’s Chart of the Week series, we examine the extended period of weak long-term trend conditions among S&P 500 constituents.
Market Signals Update - May 15, 2026 This evening's overview presents the latest signals from our TCTM, Risk On/Off, Trend, and Dual Trend models across all indices and sectors. Tactical…
In our latest weekly brief, we share our current market outlook, key research findings, and portfolio positioning.
Market Signals Update - May 14, 2026 This evening's overview presents the latest signals from our TCTM, Risk On/Off, Trend, and Dual Trend models across all indices and sectors. Tactical…
Market Signals Update - May 13, 2026 This evening's overview presents the latest signals from our TCTM, Risk On/Off, Trend, and Dual Trend models across all indices and sectors. Tactical…
In our latest report, we examine the recent surge in 52-week lows, underscoring weakening market breadth and increasing signs of distribution beneath the surface.
Market Signals Update - May 12, 2026 This evening's overview presents the latest signals from our TCTM, Risk On/Off, Trend, and Dual Trend models across all indices and sectors. Tactical…
In our latest report, we examine the breakout in copper and the setup for a catch-up trade in copper miners.
Market Signals Update - May 11, 2026 This evening's overview presents the latest signals from our TCTM, Risk On/Off, Trend, and Dual Trend models across all indices and sectors. Tactical…
In this week’s Chart of the Week, we explore rolling net returns across sectors and sub-industries versus the S&P 500 to assess what groups are leading and lagging.
Market Signals Update - May 08, 2026 This evening's overview presents the latest signals from our TCTM, Risk On/Off, Trend, and Dual Trend models across all indices and sectors. Tactical…