The market is telling us something, but companies are telling us something different.

The start of earnings season suggested that U.S. manufacturing was turning the corner after years of weakness. Now we see it in the data, and it points to continued improvement.

The overall market still hasn't broken out of its range, but it is just a matter of time, while this week should help by resolving the AI bubble story.

By some measures, the past three years have been one of the weakest periods since the Great Depression. There are signs of change, and this has a positive implication for earnings.

The overall stock market performance is boosted during earnings season when pre-announcements are positive.

The jobs report finally gets caught up with its regular schedule, and it comes with large bets in the market, seemingly dependent on these numbers.

The release of delayed economic data should paint a better economic picture and help the S&P 500 move out of its range. Plus, there are red flags for the hyperscalers.

Despite weak ADP employment numbers, the story hasn't changed yet, but the FOMC announcement might do it.

The fundamentals remain positive, and earnings are trending higher, but investors haven't bought into it.

Investor sentiment in Technology stocks is at Liberation Day lows, and Consumer Sentiment has hit record lows, yet AI is accelerating, and the consumer continues to spend.