S&P Win Streak: 2nd Half Change in Leadership?
With July ’23 in the books, Jesse Hansford & Chris Beard take a look back at the 5-month win streak for the S&P 500, offer some thoughts on the slower seasonality of August and September, and work to read some tea leaves in the bond and energy markets.
Enjoy, Share, & SUBSCRIBE!
0:00 – 5 Month Win Streak
0:46 – Median Stock Rebounds
3:05 – Seasonal Doldrums?
3:48 – Liquidity and Stocks
4:31 – 2nd Half Sector Rotation?
5:18 – Rising Oil Price a Caution?
6:14 – Oil Prices Threatening Inflation Return?
7:14 – Interest Rates Breaking Above Trend
8:44 – Close & SUBSCRIBE