Are Equity Markets Priced For A Rate Hike?
Written by Michael Lebowitz and Lance Roberts | Jun 17, 2026 | Daily Market CommentaryThe equity market spent early 2026 with wavering odds of a rate cut before year-end….
> Read MoreThe equity market spent early 2026 with wavering odds of a rate cut before year-end….
> Read MoreSince the Iranian conflict started on February 28, 2026, gold has fallen by about 25%….
> Read MoreMarkets rallied late last week on headlines that a US-Iran peace agreement is close. While…
> Read More🔎 At a Glance 🏛️ Market Brief – SpaceX Debuts And Elon Is A Trillionaire…
> Read MoreThe coming wave of equity supply we detailed in The IPO Boom is growing. Last…
> Read MoreAfter much anticipation, SpaceX (SPCX) begins trading tomorrow. The headlines will focus on the $2…
> Read MoreArt Berman wrote an excellent analysis describing the state of the oil market and two…
> Read MoreSimple math suggests that tomorrow’s CPI report for May will likely continue to show high…
> Read MoreNew Fed Chairs are often tested early in their terms. For instance, two years after…
> Read More🔎 At a Glance 🏛️ Market Brief – Rotation Snaps The Streak The melt-up finally…
> Read MoreThe headlines surrounding the SpaceX IPO seem mainly focused on how high the stock will…
> Read MoreIn the equity model we are selling DUK and PG, and adding KO, WMT, COST and AEP. In the ETF model, we are trimming XLK, and adding to XLB, XLU, XLP, and XLV.
> Read More“Never. No. We’re not sellers. We’re only acquiring and holding Bitcoin. That’s our strategy.” —…
> Read MoreAt the start of the year, Wall Street voiced concern about Nvidia’s so-called Blackwell Cliff….
> Read MoreRobinhood, the financial brokerage company, just introduced an AI credit card agent. The AI credit…
> Read MoreOne of the most underappreciated risks to the economic outlook is the historically low personal…
> Read More🔎 At a Glance 🏛️ Market Brief – AI Validation Fuels A Ninth Weekly Advance…
> Read MoreWe thought we were done with our recent stream on crude oil prices, consumer confidence,…
> Read MoreYesterday’s Commentary led with a discussion of how bond yields have risen far more than…
> Read MoreIn the Factor Rotation Model, we are rebalancing selected positions to their model weights. Please see the transactions page for details.
> Read MoreSince the Iranian conflict began, bond yields have risen sharply due to investor expectations of…
> Read MoreLast week’s release of the April FOMC minutes shows a growing push among the FOMC…
> Read More🔎 At a Glance 🏛️ Market Brief – Warsh Takes The Helm The week opened…
> Read MoreSpaceX filed its securities registration with the SEC and is now set to conduct its…
> Read MoreWhen investors discuss the semiconductor chips driving AI infrastructure, they almost always key on Nvidia…
> Read MoreSome political pundits think that Iran holds important negotiating cards versus the US if it…
> Read MoreIn the equity model we are reducing NVDA, MSFT, APLD, AVGO, and VRT. In the ETF model we are reducing XLK
> Read MoreAs we wrote in Yesterday’s Commentary, the broad market indexes have surged since the April…
> Read MoreThere is plenty in the media about whether this recent market surge is driven by…
> Read More🔎 At a Glance 🏛️ Market Brief – The Coming Reversal The S&P 500 closed…
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