Explore 3 Stock Ideas & Industry Insights Download Free Report

Economic News

Is the TLT Bond ETF Heading Lower as Yields Keep Rising?

The iShares 20+ Year Treasury Bond ETF, trading under the ticker TLT, holds a portfolio of long-duration US Treasury bonds. Because bond prices and yields move in opposite directions, and because longer-duration bonds are more sensitive toYieldchanges than shorter-dated ones, TLT tends to see …

Vinay Lochav | 28 September 2026

Could One Number on Friday Force the Fed's Hand?

August's jobs report added 162,000 positions while the unemployment rate held at 4.1%, a combination that reflects a labor market still expanding but not overheating. That reading sits at the center of how Friday's September report will be interpreted: a similar or stronger print …

Vinay Lochav | 28 September 2026

Is This 1999 Again? The Shiller CAPE Has Stayed Above 40 for Only the Second Time in History

The Shiller cyclically adjusted price-to-earnings ratio, developed to smooth out the distortions of single-year earnings swings by averaging inflation-adjusted profits over a rolling 10-year period, has now stayed above 40 for only the second time in its long historical record. The only comparable period …

Vinay Lochav | 28 September 2026

Profits Are Up 28.9% but the S&P 500 Isn't Keeping Up: Are Stocks Actually Cheap?

A forward price-to-earnings ratio is simply the current share price divided by expected forward earnings, so when earnings grow faster than share prices, the resulting multiple compresses even if the market itself is rising in absolute terms. With S&P 500 profits up 28.9% and …

Vinay Lochav | 28 September 2026

Can the S&P 500 Finish Q3 Near Record Highs?

The S&P 500 ended Friday at 7,743.41, with the Dow at 51,828.62, the Nasdaq at 27,068.72 and the Russell 2000 at 2,837.55. That broad-based strength across large-cap, mega-cap and small-cap benchmarks puts the index in position to finish the third quarter near its recent …

Vinay Lochav | 28 September 2026

Midterm Elections Are Five Weeks Away: What Does History Say Happens to Stocks?

Market historians frequently point to a consistent pattern following US midterm elections dating back to 1950, in which the S&P 500 has posted gains in the twelve months after the election in every cycle on record, with average returns in that period notably above …

Vinay Lochav | 28 September 2026

Mortgage Rates Are Back Above 7%: Is the Housing Market Freezing Again?

Mortgage rates crossing back above 7% would be notable on its own, but the more significant detail is that the increase has now persisted for five consecutive weeks. A single week of higher rates can reflect short-term volatility; a five-week streak indicates a sustained …

Vinay Lochav | 28 September 2026

Is October the Scariest Month for Stocks in a Year With Rate Hikes?

October's status as a feared month for stocks traces back to a handful of historically outsized crashes rather than a consistent pattern of weak average returns across all Octobers. Over long historical samples, October's average monthly return is not meaningfully worse than other months, …

Vinay Lochav | 28 September 2026

Is October the Scariest Month for Stocks in a Year With Rate Hikes?

October's status as a feared month for stocks traces back to a handful of historically outsized crashes rather than a consistent pattern of weak average returns across all Octobers. Over long historical samples, October's average monthly return is not meaningfully worse than other months, …

Vinay Lochav | 28 September 2026

Core PCE Inflation Is at 3.3%: Is the Fed's Favorite Gauge About to Get Worse?

While headline inflation coverage often centers on the Consumer Price Index, the Federal Reserve's preferred gauge is the core Personal Consumption Expenditures index, which strips out volatile food and energy prices and uses a different weighting methodology that better captures how consumers actually shift …

Vinay Lochav | 28 September 2026
Support

Hi! How can we help you today?

Loading…