3/3 Q3 earnings start next wk & expectations are high. SP500 & Nasdaq Comp had new highs this wk. Good seasonality starts soon, Nov 1 – Apr 30; seasonality isn’t working this year as AI/datacenters & good earnings carry stocks.
#AAII #CNN #Sentiment
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3/3 PCE index was higher than target but lower than expectations. Better than exp ADP pvt jobs rpt points to a strong jobs report on Fri. IRS/Treasury is seeking comments on abusive alt ETFs using box-spreads & 351 conversions.
#AAII #CNN #Sentiment
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3/3 Geopolitics became a focus at UN General Assembly. As Prez Trump & Xi meet, watch for developments in US-China relations. Consumers face new risks from private-equity-owned captive insurers & alternatives in 401k TDF-CITs.
#AAII #CNN #Sentiment
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Pretty major shift this week in the #AAII survey, with only 29% bulls compared to 53% bears. Highest bearish reading since the March 2026 market low, and the widest spread of Bears-Bulls since April 2025!

3/3 Oil is up on 2 wars. Crypto CLARITY bill to wait for 2027. 3M-2Y spread 0.67%. Fed funds 3.75-4.00%. Yields of some interm-term bond funds have reached “escape velocity” (yield > duration; 1-yr TR >0). Sanctions bill passed.
#AAII #CNN #Sentiment
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3/3 US-Iran skirmishes continue; oil is up. Russia-Ukraine 72-hr pause ended without news. Treasury Secy is tripling down on “twist” – he is playing “house”. PPI Thu; CPI Fri (+3.4%, core +2.4%). Treasury ID.me login starts Sun.
#AAII #CNN #Sentiment
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3/3 Hormuz blockade, potential sec sanctions & US-Iran skirmishes continue. Weak ADP report may mean weak jobs report on Fri. G-20 fin ministers & central bankers (in US) released Chairman’s summary w/o consensus on communique.
#AAII #CNN #Sentiment
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