Inside Markets — Favorable Near-Term Setup
The near-term setup for equities is favorable if we can assume we’re past peak geopolitical risk (
Inside Markets — Middle East Risk Defined
Markets have a history of largely ignoring geopolitical risks as these events tend to be short-lived.
Inside Markets — Corrective Price Action
A more challenging near-term fund flow dynamic increases the probability of corrective price action.
Inside Markets — Bullish Regime
The SPX shifted back to a low-volatility, bullish regime on May 12, which made February’s all-time high the near-term price objective.
Inside Markets — Israeli Air Strikes
U.S. equities are lower in global risk off trade following Israeli air strikes against Iran’s nuclear and military facilities.
Inside Markets — U.S. Consumer
Updates on the US consumer from yesterday’s sell-side Financials conference were mostly positive.
Inside Markets — SXXP
Today’s market internals for the STOXX Europe 600 Index (SXXP) look like the three sessions immediately following the US/China trade détente (5/27-5/29) when the momentum factor sold off.
Jackson Square Capital Announces Partnership with Riley Lewis
After enjoying a distinguished collegiate career, Lewis to make his major championship debut at the U.S. Open this week at the famed Oakmont Country Club San Francisco – June 9, 2025 – Jackson Square Capital, a registered investment advisor (RIA) specializing in working with high-net-worth
Inside Markets — Pain Trade
The pain trade remains skewed to the upside with the SPX just ~2.4% below its all-time high.
Inside Markets — Bullish Outlook Intact
The strength we have seen over the last two weeks has largely been driven by lower bond yields, hopeful trade rhetoric and bullish AI readthroughs.