The AAII Bull–Bear spread (retail investor sentiment) turned positive for the first time since mid-February.

🇰🇷 South Korea's Q1 GDP growth jumped.

After popping higher when the Iran conflict started, our Treasury Dislocation Index has eased this month, suggesting individual Treasuries are trading closer to their fair-value estimates.

🇺🇸 The Fed chair nominee, Kevin Warsh, noted during his testimony that he prefers “underlying” inflation gauges, such as “trimmed average” and “median” inflation. Here are the Cleveland Fed’s comparable measures.

🇺🇸 The Atlanta Fed’s GDPNow model is now tracking Q1 GDP at 1.2%.

🇺🇸 US financial conditions have eased significantly this month, fully unwinding all the tightening since the Iran conflict began.

🇺🇸 Consumption growth, unsurprisingly, tends to decline after gas prices surge. The current path, based on our real-time consumption growth estimate, is tracking the historical median closely.

🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Apr. 17, 2026).
#economy

🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Apr. 17, 2026).
#economy

The S&P 500 financials sector broke above its 200-day moving average.