ETF Tracker StatSheet You can view the latest version here. STOCKS CLIMB, GOLD SHINES, AND THE FED GETS BREATHING ROOM [Chart courtesy of MarketWatch.com] This morning, the market pulled off one of its favorite tricks: bad economic news turned into good market news. July’s jobs report was much weaker than expected, with payrolls actually shrinking and prior months revised …
Rally Loses Momentum While Middle East Headlines Drive Attention
[Chart courtesy of MarketWatch.com] The market spent most of the day treading water as investors balanced another round of earnings reports against the ever-changing headlines out of the Middle East. While discussions around reopening the Strait of Hormuz helped keep hopes alive, the details still matter, and the market seems to be growing a bit skeptical of promises before seeing …
Gold Steals The Show As Stocks Pause Near Record Highs
[Chart courtesy of MarketWatch.com] Stocks came out of the gate with plenty of energy today, pushing the S&P 500 to another intraday record as investors cheered strong earnings and growing optimism that the Strait of Hormuz could reopen sooner rather than later. By the closing bell, however, much of that enthusiasm had cooled. The Dow held on to most of …
Wall Street Throws A Party: Earnings Up, Oil Down, Stocks Soar
[Chart courtesy of MarketWatch.com] Today’s rally had two clear drivers: stronger-than-expected earnings and a sudden drop in geopolitical anxiety. Traders cheered upbeat results from companies like Palantir and Caterpillar, while comments suggesting progress in U.S.-Iran talks helped send oil prices lower, easing one of the market’s biggest recent concerns. The result? Stocks took off and never really looked back. The …
Oil Drops, Stocks Climb: A Better Mood, But Not Quite A Victory Lap
[Chart courtesy of MarketWatch.com] Stocks started the new month on the right foot after President Trump said planned strikes against Iran had been called off and that talks would resume. The news took some geopolitical premium out of the market, sending oil prices sharply lower and giving investors a reason to put risk assets back in their shopping carts. Crude …
ETF Tracker Newsletter For July 31, 2026
ETF Tracker StatSheet You can view the latest version here. JULY’S FINAL LESSON: EARNINGS IMPRESS, BONDS STILL MATTER [Chart courtesy of MarketWatch.com] If we were chatting over coffee this morning, I’d say the market’s main message was simple: earnings are still driving the bus, but interest rates keep grabbing the steering wheel. Stocks spent Friday bouncing between gains and …