It was a vol up, price up day.
Author: Michael Kramer
A Bear Steepener For The Ages Is About To Hit Stocks
Rates and the dollar could be poised to see a massive move and soon...
Rates, The Dollar, and Inflation May Be Poised For A Big Move Higher
Rates, the dollar, and inflation swap pricing all continued to rise today.
Stocks, Rates, Dollar, and Volatility All Rise
https://youtu.be/0lLtuf-4kXU CPI numbers today largely came in line. But when you took a deeper look at them and rounded them out, you realize they were in line but on the hotter side of inline, meaning the year-over-year number came in at 2.7 but missed a 2.8 print by a hundredth of a percent. …
Liquidity Strains May Be Giving A False Sense of Security To The Market
QT and debt issuance may finally be straining the financial system.
VIX Index Rises As Stock Finally Cracks
The VIX index was higher on as the S&P 500 finally gave back some.
The Market Is Nearing A Climactic Event Due to Liquidity Strains and Valuation Peaks
It is clear there are strains in the market that are not visible to the naked eye.
Volatility May Be Returning To A Stock Market Near You
The stock market finally gave back some.
Market Liquidity May Not Be As Ample As Some Believe
Implied volatility moved up some today, and tightening liquidity could move it up even more.
Volatility May Be Due To Increase Significantly Starting Tomorrow
With Powell speaking tomorrow and a Job report on Friday, volatility seems primed to go higher.
The Yen Is Screaming Risk-Off And The Stock Market Isn’t Paying Attention
The Japanese Yen is strengthening versus every major currency.
The Market Is Running At An Extreme Maximum
the last time dealers were this net short was in 2008.
As The Market Churns…
https://youtu.be/7H9kVgc_vP8 Stocks managed to grind their way higher on the day, while rates and the dollar rebounded from yesterday’s declines. The price action in the stock market has been strange, and I can only attribute that to some internal rotation. Yesterday, small caps and the S&P 500’s equal weight were strong. Today, these parts …
Rates, Dollar, and Nvidia Drop Sharply On November 25, 2025
Stocks finished the day up a little, as rates and the dollar plunged.
The Fed Rate Cutting Cycle May Be Over
The Fed minutes come Tuesday this week.
Stocks Rally Despite A Stronger Dollar and Rising Inflation Expectations
The dollar and inflation expectations are breaking out.
Nvidia’s Results Had No Surprises and Are Probably Not Good Enough
Nvidia as expected.
Can Nvidia Save The Market One More Time?
Nvidia will report earnings tomorrow after the stock market close.
Stocks Manage To Rise as The Dollar and Rates Retreat –For Now
Stocks climb as rates and the dollar fell.
Rising Rates And Nvidia May Drive The Stock Market Much Lower
In this case a 2 and 2 quarter from Nvidia may not be a enough.