"The systematic community has now purchased over $365bn of global equities over the last 75 trading days, and positioning had been getting closer to full"
"If not for collapsing labor force participation since April, unemployment would've climbed to 4.9% today instead of 4.25%"
"National time on market has now surpassed pre-pandemic norms for the first time"
"Earnings season is no longer just about earnings for these tech behemoths"
"A 20% down payment on a single-family home now represents a whopping 100% of annual household income"
"The current earnings reporting season is already starting to show an upward hook, as results are beating expectations"
