Plus Research Archive
Member research notes, weekly market structure studies, market context notes, and scanner digest material.
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August 2026
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August 2026
4 articles
Market Context Notes -- July CPI, Lower Yields, and a Quiet Equity Repricing
July headline inflation held near 3.4% year over year while core inflation was approximately 2.5%; yields eased and participation broadened without a volatility shock.
Market Structure Weekly -- Week of August 10, 2026
Market structure through August 13: low volatility persists, equal weight outperforms, Energy replaces Semiconductors as the strongest monitored group, and sector correlation falls toward zero over a short observation window.
Market Context Notes -- Payroll Contraction, Lower Participation, and a Technology-Led Rally
The July employment report combined a decline in total payrolls, modest private hiring, lower unemployment, and lower participation while technology and semiconductors led the weekly equity advance.
Market Structure Weekly -- Week of August 3, 2026
Week of August 3 market structure analytics: volatility compresses below 15, participation broadens but remains technology-led, semiconductors dominate sector dispersion, and weak payroll growth fails to produce a defensive tape.