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The US Bond Market has now been in a drawdown for 68 months, by far the longest in history

00:01 - 08/04/26

 

Gold ETFs have seen the worst back-to-back outflows in over a decade, according to Goldman Sachs

 

US Rents were down 1.7% over the last year, the 34th consecutive month with a YoY decline. Renting a home is cheaper than paying a mortgage in all 50 of the largest metro areas in the US

 

The S&P 500 is down 7.3% in the first 60 trading days of 2026, the 12th worst start to a year in history

 

 

The S&P 500 is only down 9% from its January high. But 6 of the 7 members of the Magnificent Seven are already in bear markets. This is what a shift in leadership looks like

 

 

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