Inside Markets

AAPL results this afternoon could also have macro implications given the setup.

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The pullback in bond yields keeps a tenuous relief rally in the conversation, but the move falls short of signaling a short-term trend reversal. 

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The -10% correction in the SPX and NDX has resulted in oversold conditions that can provide some fuel for a relief rally.

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Today's rebound in US equities reflects some catalyst anticipation.

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Equity sentiment is nowhere near bearish extremes and shouldn't be considered a bullish contrarian signal.

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We keep our bearish tactical outlook on the S&P 500 (SPX) based on the recent breakdown in cyclical indices and concerns that elevated bond market volatility could spill into equity markets.  

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Markets are leading indicators and ongoing weakness in the Russell 2000 (RTY) is an early warning of slowing economic activity ahead.  

All major US benchmarks have formed bearish distributions patterns since late July.

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All bond yield tenors are moving to cycle highs with

The end of a Fed hiking cycle once inflation is vanquished should be positive for risk assets.

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