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.
Inside Markets — SPX Price Objective
The technical outlook shifted back into a low-volatility bullish regime after the S&P 500 (SPX) and Nasdaq 100 (NDX) gapped above key resistance on May 12.
Inside Markets — Month-End Rebalancing
Month-end rebalancing likely played a role in yesterday’s fade from best levels, with the SPX now short-term overbought and in need of consolidation.
Inside Markets — Technical Outlook Remains Bullish
Last week’s backup in bond yields was almost entirely driven by rising term premium – this is the extra yield investors require to hold longer-term bonds.
Inside Markets — Pressure on Bond Yields
The 20-year Treasury auction just hit with the final yield 1.2 basis points higher than expected.