"The share of households expecting their financial situation to improve over the next year just hit the highest levels since September [2020] and the second-highest since the start of COVID."

By: Daily Chartbook

Per NY Fed survey, 1-year inflation expectations fell in January to lowest since December 2020; 3-year expectations fell to lowest on record.

By: Liz Ann Sonders

Mag 7 - the most crowded trade ... practically no money left on the sidelines ...

By: Christof Leisinger

"US companies have announced $105 billion in planned share repurchases in the first seven days of February, surpassing the full-month tally in January. It’s the strongest start to a February ever... and the second-best start to a year after 2023."

By: Daily Chartbook

Are these indications of a US recession ...? 

By: Christof Leisinger

Magnificent 7 stocks keep rolling, but there are challenges ...

By: Christof Leisinger

Peter Berezin’s US Consumer Reality Tour, Exhibit #3

By: Peter Berezin

Ratio of Russell 1000 Growth to Russell 1000 Value has surged to new all-time high [Past performance is no guarantee of future results]

By: Liz Ann Sonders

US stocks currently make up approximately 70% of the MSCI World Index, setting a new record.

By: Valerie Noel

Markets have almost ruled out a cut at the Fed's next policy meeting in March, versus a chance of 66% a month ago.

By: George Vessey