BCA finds that a surge in IPO activity is historically associated with weaker forward S&P 500 returns and less multiple expansion.
Source: BCA Research
QQQ–SPX implied volatility spread has widened to a four-year high, reflecting an outsized increase in demand for Nasdaq-linked hedges.
Source: Cboe https://t.co/YG6uD3zjLh
Inflation disparities have widened, with low- and middle-income households experiencing above-average price pressures—driven in part by higher gasoline costs and their larger fuel spending share.
Source: Federal Reserve Bank of New York
Active large-cap equity managers are struggling to keep pace with a technology-led market rally, with only 20.5% outperforming the S&P 500 this year.
Source: @markets
Metals Focus forecasts physical investment demand for gold to rise to its highest level since 2013 and surpass jewelry demand for the first time in 2026.
Source: Metals Focus via Reuters https://t.co/yNg9ZevZ6Y