International ETFs Hit June 2023 Highs
International vs US stocks... fresh highs back to June 2023 on $VEU vs $SPY @stockcharts https://t.co/aAmaYUIj34
S&P Stagnates as Global, Small‑Cap, Value Stocks Surge
WSJ: While the S&P 500 has wrenched up and down but gone pretty much nowhere this year, international, emerging-market, small stocks and value stocks have taken off. https://t.co/eRPZ3CVqAy
Financials Post Worst Two‑day Underperformance Since March 2025
From @soberlook: The underperformance of the financials sector relative to the S&P 500 over the past two days was the worst since March 2025. $XLF https://t.co/EGLX7QmA3x https://t.co/J5cJSM8UE3
Alcohol Spending Hits Third‑lowest Level in 40 Years
BofAI: Alcohol spending as a share of total expenditures has reached it third-lowest level in the past 40 years $DEO -8% this morning https://t.co/vYHxySWBiJ
S&P 500 Daily Movers Surge, Indicating Low Correlation
The share of S&P 500 names moving more than 10% in a single day has increased, and high dispersion and low implied correlation suggest stocks are increasingly trading on their own fundamentals - Torsten at Apollo https://t.co/wgshI0i288
US Mega Caps and International Stocks Yield Identical 55% Gains
US mega caps and international stocks... same return since the start of 2024 $XLG $VEU +55% https://t.co/ivvWB6wtEx
S&P 500 Holds Tight
SPX tight 3-month range of 4.3%.. and it's smack in the middle of it https://t.co/9KwEPpi3uu
Consumer Confidence Rises, Inflation Expectations Slip to 5.5%
GS: Consumer Confidence and Labor Differential Increase The survey’s measure of 12-month ahead inflation expectations edged down by 0.1pp to 5.5%. https://t.co/lrWMlf1pcR