S&P 500
Reuters: 84% of S&P 500 Companies Beat Q2 Earnings Estimates
FactSet says 84% of S&P 500 firms beat Q1 2026 EPS estimates, with earnings 16.6% above expectations and 94% reported to...
ADP: US Private Payrolls Add Just 44,000 Jobs in July
ADP reports U.S. private-sector employment rose by 44,000 in July 2026, with median annual pay at $62,100 and job-stayer...
The Jobs Headline Is Not the Whole Story: Payroll Revisions
June 2026 payrolls rose 57,000 as prior months were cut by 74,000; markets repriced yields and Fed odds lower. Here’s ho...
S&P 500 Sector Rotation: Why Banks and Healthcare Lead
IG snapshot shows $658B erased from U.S. mega-caps in July as earnings beats broaden and money shifts to banks and healt...
Why Are 30-Year Treasury Yields Rising After the Fed Hold?
30-year Treasury yields near 5% and real rates approach 3% after a Fed hold, an oil spike, and supply worries. See the d...
What Is a Hawkish Hold? Why Markets Move Without a Rate Hike
Fed guidance can tighten conditions even at unchanged rates, swinging bonds, stocks, the dollar, and Bitcoin. Here is ho...
AI Stock Selloff: What It Means for the S&P 500
S&P 500 drop of 0.86% on July 17 and a 17% July slide in the SOX index spotlight AI-led fragility. Here’s how earnings,...
S&P 500 Market Breadth: How to Read a Narrow Rally
S&P 500 breadth shows a narrow rally with mega-caps leading while equal-weight lags. Track AD lines, % above MAs, and ro...
Falling Oil Prices: What De-Escalation Means for Inflation
Brent crude fell 4.1% to $92.82 after a US and Iran pause, easing inflation pressure as US CPI fell 0.4% in June. Hormuz...
What Is Core PCE? Why the Fed's Inflation Gauge Moves Markets
BEA data shows core PCE rose 3.4% YoY in May 2026, shifting Fed hike odds near 68% and nudging Treasury yields. Here’s h...