Will Weak Jobs And Higher Inflation Finally Cool The Market?

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] The push to extend yesterday’s rally sputtered out pretty quickly today. After some early enthusiasm, the major indexes slipped back and mostly hovered near unchanged before managing to eke out modest gains by the closing bell. The big news from the Labor Department was a huge revision to last year’s job growth—turns out they overestimated by …

Tech Gains Power Market While Gold Surges Again

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[Chart courtesy of MarketWatch.com] The Nasdaq popped to a new record this morning, while the S&P 500 held mostly flat as Wall Street geared up for a week packed with crucial inflation numbers. Nvidia bounced nearly 2% and Meta added over 1%, joining gains from other big tech names like Amazon and Microsoft, which helped the “Magnificent Seven” keep some …

Tech And Small Caps Lead Market Higher—All Eyes On Jobs Report

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[Chart courtesy of MarketWatch.com] Wall Street got a confidence boost today, thanks to softer private payroll numbers that put a Fed rate cut squarely back on the table. The S&P 500 hit another record close, Small Caps outperformed, and the Nasdaq joined the ride higher, even as the Dow lagged. I think traders saw the ADP miss—not terrible, but not …

Google And Apple Surge After Antitrust Win; Gold Hits Record

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[Chart courtesy of MarketWatch.com] The S&P 500 and Nasdaq kicked off the day on a high note, thanks to a big legal win for Alphabet. A federal judge ruled that Google can keep its Chrome browser and isn’t forced to sell off major assets, which had investors breathing a sigh of relief. Shares of Alphabet soared nearly 7%, while Apple …

Tough Start For Stocks, But Gold And Silver Shine

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[Chart courtesy of MarketWatch.com] Stocks got off to a rough start this morning and just never caught a break, kicking off what’s usually a tricky month for the market. The major indexes finished solidly in the red, as traders grappled with fresh tariff drama and rising bond yields that sent Wall Street on edge—the 10-year pushed up to 4.27%, making …

Small Caps Lead, Gold Ticks Up, Bitcoin Rebounds

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[Chart courtesy of MarketWatch.com] Today’s session reflected a blend of cautious optimism and earnings digestion. The Dow, S&P 500, and Nasdaq all closed at new record highs for the first time in 2025. I believe traders spent the day weighing Nvidia’s latest “good but not mind-blowing” earnings and a surprise upward revision to US GDP. Surprisingly, the Russell 2000 outpaced …