Jobless claims data has been weak for a few weeks. It’s increasingly problematic because the economy can’t afford the recovery to stall out this quickly.

In a recent investor survey 52% said tech is best sector for 2H 2020. Utilities, industrials, real estate, and materials received a combined 6% of the vote.

Very few firms are giving quarterly guidance which could lead to results beating or missing estimates more widely than usual. In addition,…

The economy can’t afford to slip backwards because the recovery up until this point has only gotten the data from depressionary to recessionary.

When you combine all the latest data the labor market isn’t improving by as much as the headline May BLS report suggested.

The median stock’s PE ratio is in the 98th percentile going back to 1973 while small businesses were in bad financial shape as of the end of April.

Junk bond issuance this year is up 66.5% from last year while the corporate debt to GDP ratio being above 90% in advanced economies could slow growth.

Quality and growth stocks have never been more overvalued while value stocks have never been cheaper. Will this continue?

Amidst a rush to buy houses, 37% of renters and 26% of homeowners are at least somewhat worried they will face eviction in the next 6 months.

The jobless claims report was bad. If we see continued claims stagnate in the next report, it increases the likelihood that the economy needs fiscal help.