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The Market Dispatch

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Data-driven insights on global equities and macro trends — clear, concise, and actionable.

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PricingFreemiumPublishesTwice weekly
Issues69Foundeda year agoLast Issue9 days ago
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Latest Issues

How to invest in Midterm years

There is a historical pattern for Midterm years that investors should consider

The S&P 500 is only a few percentage points below record territory, yet the recent selloff in semiconductors and other high-flying artificial-intelligence names...

9 days ago
30
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Housing slides into a Deep Freeze

Three numbers arrived in the same week and they do not line up cleanly. Housing is sliding into a freeze, with pending sales at a record low and mortgage rates near 7.6%, just as the Fed considers further hikes. At the same time the broader...

11 days ago
37
5

How inflation became a normal part of life

How inflation went from being seen as ‘transitory’ to ‘commonplace’

The September consumer price index rose 3.7% from a year earlier. That single reading is not the story. The story is the stretch behind it: roughly 65 consecutive months o...

16 days ago
37
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Is the Tech sector headed for disaster?

The Nasdaq just posted its worst week since June as AI stocks sold off and oil climbed above $100.

Stocks fell Friday and closed a mostly losing week as traders rotated out of tech and AI-related names while oil prices rose. The S&P 500 lo...

18 days ago
30
10

With Bonds at These Prices, What Should Investors Do?

A Once In A Lifetime Opportunity For Fixed Income

For more than a decade after the 2007–2009 bear market, the fixed-income side of a portfolio paid almost nothing. Rates sat near zero, government bonds offered little yield, and the working...

23 days ago
43
3
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