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The Plotline | ETF Trends

The equity markets are looking for a continuation of what I’ve recently called the plotline: declining inflation and a tightening of the labor market.

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Pause, Skip or Hike, Leans Towards Hike

Closing in on halfway through 2023, there are three words that can be used to describe the US economy – too much momentum.

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Two Sides to Every Coin | ETF Trends

Last week was a light week for earnings and economic data, but a heavy week for policy news.

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A Nudge in the Fed's Direction

Q1 2023 had the highest percent of companies beating earnings since Q3 2021, signaling analysts had become too pessimistic.

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The Fed vs. the Markets

Last week the Fed raised rates 25 bps in what many expect will be the final rate hike of the cycle.

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