
TMT Market report #198
Cool CPI Lifts Stocks While Long Yields Bite
Weekly reports on the Market, Stocks, Bonds, Crypto, and everything trading. I am triangulating the markets, data, and events to streamline the week ahead.
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Cool CPI Lifts Stocks While Long Yields Bite

Weak Jobs, Record Highs, CPI Next

Earnings Hold the Line as the Yield Curve Steepens

Capex, Crude and Higher Yields

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Balancing Risk: Markets Enter a Critical Week

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Leadership Remains Steady as Risks Change

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The Dow broke out while tech broke down, exposing the rotation beneath the rally.