The dichotomy between aggregate indicators and the labor market measures remains, in both sets of indicators.

The wildfire is spreading. After watching Silver, Gold, and Bitcoin crater, the "final domino"—the U.S. Stock Market—is beginning to fall.

The extent to which consumption outpaces wages is likely to increase as the bubble grows further. That will make the recession following the collapse worse and the adjustment process longer.

The crypto panic from the weekend is now bleeding into equities. The S&P 500 wiped out all of yesterday's gains. Tech is leading the selloff.

U.S. and international markets are trading at historically wide valuation gaps, setting the stage for potential foreign market outperformance in the years ahead.

Uber is scheduled to report results for its fourth fiscal quarter before the market opens on Wednesday, February 4.

Here’s why it changes nothing about the long-term setup—and may have just made it better.

The immediate trigger for the rout appears to be a replay of concerns first aired after Broadcom’s December guidance.