The banks have now all reported, and it wasn't exactly the news that people thought, with the overall market giving us a trifecta of signals.

Companies are convinced of second-half growth, which means data points, such as Friday's jobs report, need to support this view.

Investor sentiment gave us nothing for weeks, but now that has changed just as earnings season picks up and the AI roadmap becomes more apparent.

Seasonality and the weak earnings news to start April align to tell the same story; and you already know the gold miners will beat, right?

With earnings season on the horizon, investors finally got what they sought.

The ISM Manufacturing Survey is a lagging indicator, but it is still an important data point that carries over into Transportation ahead of earnings season.

Liquidity prevails, but there is another checkmark for the end is near.

The rule is to trade in the direction of the general conditions, but so many neutral readings don't give an edge until something changes... albeit the trend remains higher.

You can't always get what you want, but sometimes the market gives you what you need.

Powell and Payrolls will likely create volatility in Treasuries this week, but the story isn't likely to change, and the AI roadmap has become clearer.