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Situation Awareness — 2026-05-07

May 7, 2026 1 min read
Tickers Mentioned
Key Takeaways
  • Bullish.
  • What's working: D9M is firing with 185 signal counts.
  • Leading sectors: Technology (4.41); Financials (2.76); Industrials (1.52).; leading themes: (Market closed — no live data)
  • Key event: Assessing the impact of preliminary Q1 Productivity and Unit Labor Costs data on inflationary pressures and future Fed policy.
  • Market read: Yesterday's strong rally was fueled by largely positive earnings reports, AI-related announcements, and declining oil prices. The market appears to be climbing the "wall of unworry," brushing aside geopolitical concerns over Iran. How well does yesterday's momentum hold?
  • DEP watchlist: ABEV AESI APLD BLDP DGXX
  • SIPS: ALGM CRWV DNA GOOG

Situation Awareness: Bullish. Indices are poised to open slightly higher after yesterday’s rally pushed the S&P 500 and Nasdaq Composite to fresh record highs, while the DJIA briefly reclaimed the 50,000 mark. Earnings growth continues to provide support, alongside optimism related to a potential US-Iran peace deal leading to lower oil prices. Trade mode: aggressive breakout. Today’s focus shifts to assessing economic data releases including Q1 Productivity, Unit Labor Costs, and weekly jobless claims. Regime context — 69.14% of stocks trade above their 40-day SMA, and the 4% Bull/Bear gauge shows 0 bulls vs. 0 bears. The 5-day trend lacks recent datapoints so analysis is unavailable.

SIP: FLNC RXT FA RUN

  • What’s working: D9M is firing with 185 signal counts.
  • Leading sectors: Technology (4.41); Financials (2.76); Industrials (1.52).; leading themes: (Market closed — no live data)
  • Key event: Assessing the impact of preliminary Q1 Productivity and Unit Labor Costs data on inflationary pressures and future Fed policy.
  • Market read: Yesterday’s strong rally was fueled by largely positive earnings reports, AI-related announcements, and declining oil prices. The market appears to be climbing the “wall of unworry,” brushing aside geopolitical concerns over Iran. How well does yesterday’s momentum hold?
  • DEP watchlist: ABEV AESI APLD BLDP DGXX
  • SIPS: ALGM CRWV DNA GOOG
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