Speculative action in certain groups is keeping sentiment bullish despite limited moves in the major indices.
Whether it is justified or not isn't the issue, if the idea takes hold we have little choice but to react.
I think stocks are due for a pause but it is because they run so much, not because of these stories.
Worries about interest rates are unlikely to go away easily.
From overweighting dividend stocks to avoiding high-yield bonds, this is how I'm playing things here.
Big-picture bears are not convinced that the stock market is shifting.
Auctions can provide important information about bond demand, yields and where things are headed.
Remember February when the market fell apart for many of the things that are driving it now?
An inverted yield curve has preceded the last seven recessions.
Tricky crosswinds facing the central bank will have major implications on the markets.