Matthew Krumholz 
Stay Informed and Stay Ahead: Market Watch, August 1st, 2024. Late-Week Wall Street Markets Key Takeaways DOW, S&P 500 and NASDAQ declined. Utilities/Real Estate higher, Tech and Energy Lower. The top industry was Household Products. S&P U.S. Manufacturing PMI shows negative growth, ISM reports showed broad-based weakness in July. Treasury yields fell, high dividend stocks … Read more
Stay Informed and Stay Ahead: Market Watch, July 30th, 2024. Early-Week Wall Street Markets Key Takeaways DOW rose while the S&P 500 and NASDAQ declined. Energy/Financial higher, Tech Lower. The top industry was Distributors. The Consumer Economic Expectations Index remains historically low below 80, reflecting significant pessimism. Treasury yields fell, Value stocks outperform, Brent crude, … Read more
Stay Informed and Stay Ahead: Market Watch, July 25th, 2024. Late-Week Wall Street Markets Key Takeaways DOW rose while the S&P 500 and NASDAQ declined. Cyclicals strong with Energy leading and Communication Services trailing. The top industry was Real Estate Management & Development. The economy remains resilient with Q2 GDP rising to 2.8%, exceeding the … Read more
Stay Informed and Stay Ahead: Market Watch, July 23rd, 2024. Early -Week Wall Street Markets Key Takeaways DOW, S&P 500, and NASDAQ were down; Materials led, with Aerospace & Defense as the top industry. June existing home sales declined, missing last year’s numbers and falling below forecasts. The 30-Year Bond yield increased, while yields on … Read more
Stay Informed and Stay Ahead: Market Watch, July 23, 2024 Investment Strategies Market Engagement and Profitability in Short Selling The percentage of the market engaged in short selling and the profitability of short sellers on a year-over-year (YoY) basis can vary significantly based on market conditions, regulatory changes, and economic cycles. Here are some general … Read more
Stay Informed and Stay Ahead: Market Watch, July 22nd, 2024 Commodities Summary of Weekly Petroleum Data for the Week Ending July 12, 2024 The weekly petroleum data offers insights into the U.S. energy market dynamics, essential for understanding broader economic trends. Key Takeaways: Refinery Capacity Utilization: Operating at 93.7% indicates strong demand for refined products, … Read more
Stay Informed and Stay Ahead: Market Watch, July 21st, 2024. Credit Markets Key Takeaways + Non-mortgage debt growth rates have fluctuated significantly over the past decade, from 0.0% in 2013 to 50.0% in 2023. Projections indicate non-mortgage debt will grow at 8.15% in 2024 and 8.56% in 2025. + Mortgage debt growth rates have recovered … Read more
Stay Informed and Stay Ahead: Market Watch, July 19th, 2024. Late-Week Wall Street Markets Key Takeaways + DOW, S&P 500, and NASDAQ were down; Health Care led, with Health Care Equipment & Supplies as the top industry. + July 13th jobless claims exceeded forecasts, Philadelphia Fed manufacturing steadily beat expectations, and retail sales and housing … Read more
Stay Informed and Stay Ahead: Market Watch, July 16th, 2024. Early-Week Wall Street Markets Key Takeaways + DOW, S&P 500, NASDAQ up; Russell 2k outperforms; Industrials led; top industry: Passenger Airlines. + June Retail Sales beat forecasts; the July Homebuilder confidence index sluggish and down from June. + Long-term yields pullback more than short-term. Small-caps … Read more
Stay Informed and Stay Ahead: Market Watch, July 11th, 2024. Late-Week Wall Street Markets Key Takeaways + US stock indices: DOW rises; NASDAQ plunges, S&P 500 declines. Seven of eleven sectors gain, with Real Estate leading and Information Technology lagging. Household Durables outperforms. + CPI beats consensus as June’s CPI fell to -0.1%, below forecasts, … Read more