Weekend reading: 3 from the archive worth your time
If you have been enjoying the free Lead-Lag Report, here are three paywalled pieces from the last few weeks that free readers consistently ask me about.
1) A Market Divided (2)Markets are sending a split signal across styles and sectors. Here is what the divergence tends to mean for positioning and risk appetite.Read here (paywalled)
2) When the Yields WonRates led, equities followed. The signal is not the headline move, it is what leadership did when yields took control.Read here (paywalled)
3) Streak Broken: Hot Jobs Print Kills Tech, Iran Strikes Revive Energy, AI Rotation BeginsA regime shift often shows up first in leadership breaks. This one came with a macro catalyst and a sector rotation tell.Read here (paywalled)
CTA: WELCOMEBACK30 ends Sunday. If you want the full Weekly Signals positioning math and full archive access, annual is $96 off here: https://www.leadlagreport.com/WELCOMEBACK30