Change in implied benchmark revision since January 2025 and more.

Here are my expectations for upcoming economic data releases, including November jobs report.

If global interest rates are poised to rise, it will be difficult for U.S. rates not to follow, regardless of whether the Federal Reserve cuts.

Despite the markets trading at all-time highs and likely to end the year up near +20%, they are "very fragile".

With financials as the top sector, any tailwind for banks ripples through the Russell 2000.