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Market Focus

Market recaps

Market Focus

Rotation Week: When Inflation Cools, Money Gets Picky

Feb 15, 2026

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7 min read

Rotation Week: When Inflation Cools, Money Gets Picky

A holiday-shortened week brings Feb 18 FOMC minutes and Feb 20 Core PCE. Flows point to income, liquidity, and “real-economy” exposure.

Portfolio Parrot
Portfolio Parrot

Market Focus

Weekend Market Recap: Defensive Rotation Hits as AI Trade Pauses

Feb 14, 2026

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5 min read

Weekend Market Recap: Defensive Rotation Hits as AI Trade Pauses

The S&P 500 fell 1.4% as AI jitters drove a sharp shift into utilities and real estate. CPI cooled, yields slipped, but leadership changed fast.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch This Week: February 9–13, 2026

Feb 8, 2026

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6 min read

Top US Stocks to Watch This Week: February 9–13, 2026

A heavy week of macro data and earnings is reshaping market leadership, as investors look beyond Big Tech toward breadth, cash flows, and pricing power.

Portfolio Parrot
Portfolio Parrot

Market Focus

Weekend Market Recap: Dow Hits 50,000 as AI Panic Turns to Relief Rally

Feb 7, 2026

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6 min read

Weekend Market Recap: Dow Hits 50,000 as AI Panic Turns to Relief Rally

A volatile week saw AI capex fears hit tech, cyclicals quietly lead, and the Dow break 50,000 as investors rotated rather than retreated.

Portfolio Parrot
Portfolio Parrot

Market Focus

Tech Rotation Hits Wall Street as Mega-Cap Leadership Cracks

Feb 3, 2026

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5 min read

Tech Rotation Hits Wall Street as Mega-Cap Leadership Cracks

U.S. stocks slipped on February 3, 2026, as investors rotated out of mega-cap tech and AI leaders, lifting defensives and exposing growing market dispersion.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch as February Tests Market Conviction

Feb 1, 2026

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7 min read

Top US Stocks to Watch as February Tests Market Conviction

US equities sit near record highs as earnings, AI capex scrutiny, and quiet sector rotation shape a volatile start to February for investors.

Portfolio Parrot
Portfolio Parrot

Market Focus

Weekend Market Recap: US Stocks End January Mixed as Earnings Trump Headlines

Jan 31, 2026

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5 min read

Weekend Market Recap: US Stocks End January Mixed as Earnings Trump Headlines

Mega-cap earnings drove sharp stock moves, while Fed policy signals and a dollar surge triggered a historic metals selloff and quiet sector rotation.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch This Week: Fed Week Meets Peak Earnings

Jan 25, 2026

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9 min read

Top US Stocks to Watch This Week: Fed Week Meets Peak Earnings

Jan 26–30 brings a Fed decision and a crowded earnings slate. Here are the week’s key dates, the sectors that matter, and the stocks most likely to move.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch: A Short Week with Long Implications

Jan 17, 2026

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6 min read

Top US Stocks to Watch: A Short Week with Long Implications

A holiday-shortened trading week meets earnings season and PMI data. Sector rotation, not headlines, will decide where capital moves next.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch: Earnings, CPI, and Rotation (Jan 12–16)

Jan 11, 2026

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6 min read

Top US Stocks to Watch: Earnings, CPI, and Rotation (Jan 12–16)

Earnings season begins alongside CPI week, with banks, semiconductors, and sector rotation setting the pace for US equities in mid-January 2026.

Portfolio Parrot
Portfolio Parrot

Trend Focus

+1

The 5 Forces Shaping the U.S. Stock Market in 2026

Jan 1, 2026

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8 min read

The 5 Forces Shaping the U.S. Stock Market in 2026

From AI spending and Fed constraints to policy risk and global diversification, here are the five structural forces set to drive U.S. stocks in 2026.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch as 2025 Ends and 2026 Begins

Dec 28, 2025

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9 min read

Top US Stocks to Watch as 2025 Ends and 2026 Begins

Holiday liquidity, Fed minutes, and early rotation signals shape the final trading week of 2025 as investors position for broader leadership in 2026.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch: Dec 22–26, 2025 Holiday Week

Dec 21, 2025

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9 min read

Top US Stocks to Watch: Dec 22–26, 2025 Holiday Week

A short, thin-liquidity Christmas week with Tuesday macro risk. Here’s the schedule, sector flow backdrop, and a focused watchlist.

Portfolio Parrot
Portfolio Parrot

Strategy Focus

+1

Black Swan Stock Market Crashes: What History Really Shows

Dec 20, 2025

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10 min read

Black Swan Stock Market Crashes: What History Really Shows

A look at Black Swan shocks, what 1987, 2008, and 2020 did to markets, why 2026 feels fragile, and what “prepared” actually means.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch Dec 15–19, 2025: Key Catalysts

Dec 14, 2025

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6 min read

Top US Stocks to Watch Dec 15–19, 2025: Key Catalysts

Jobs, CPI and retail sales collide with Micron, Nike and FedEx earnings. A practical look at what is moving markets and sectors this week.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top US Stocks to Watch This Week (December 8–12, 2025)

Dec 7, 2025

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13 min read

Top US Stocks to Watch This Week (December 8–12, 2025)

U.S. stocks start the week near all-time highs as investors weigh a potential Fed rate cut, key earnings from Broadcom, Oracle and Adobe.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top U.S. Stocks to Watch This Week: Key Catalysts for Dec 1–5, 2025

Nov 30, 2025

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9 min read

Top U.S. Stocks to Watch This Week: Key Catalysts for Dec 1–5, 2025

A concise breakdown of this week’s U.S. market outlook. Key data, earnings, catalysts, risks and stocks to watch for investors tracking December’s trends.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top U.S. Stocks To Watch This Week: 24–28 November 2025

Nov 23, 2025

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8 min read

Top U.S. Stocks To Watch This Week: 24–28 November 2025

How AI giants, healthcare leaders and Black Friday retail could shape a short but important week for U.S. markets.

Portfolio Parrot
Portfolio Parrot

Market Focus

Market Reversal After Nvidia’s Surge: Risks And Catalysts

Nov 20, 2025

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9 min read

Market Reversal After Nvidia’s Surge: Risks And Catalysts

US stocks erased early Nvidia-led gains on 20 November 2025 as jobs data, fading Fed cut odds, and Bitcoin’s slide shifted focus back to policy, inflation and AI risk.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top U.S. Stocks To Watch This Week (Nov 17–21, 2025)

Nov 16, 2025

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8 min read

Top U.S. Stocks To Watch This Week (Nov 17–21, 2025)

A pivotal week built around Nvidia’s earnings, consumer spending signals from retail giants, and fresh clues from the Federal Reserve as markets search for direction.

Portfolio Parrot
Portfolio Parrot

Market Focus

When Volatility Strikes Back: Crypto Slips, Gold Climbs, and Tech Loses Its Footing

Nov 14, 2025

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5 min read

When Volatility Strikes Back: Crypto Slips, Gold Climbs, and Tech Loses Its Footing

A week defined by crypto selling, cautious equity trading and a renewed search for safety as macro visibility narrowed

Portfolio Parrot
Portfolio Parrot

Market Focus

Top U.S. Stocks to Watch This Week (Nov 10–16, 2025)

Nov 9, 2025

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6 min read

Top U.S. Stocks to Watch This Week (Nov 10–16, 2025)

Markets face a pivotal week with key inflation data, major earnings from Disney, Cisco, and Applied Materials, and renewed shutdown uncertainty in Washington.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top U.S. Stocks to Watch This Week: Where Big Money’s Moving

Nov 2, 2025

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6 min read

Top U.S. Stocks to Watch This Week: Where Big Money’s Moving

Earnings from AMD, Palantir, and Pfizer headline a pivotal week where data, discipline, and institutional flows could define the next leg of this market.

Portfolio Parrot
Portfolio Parrot

Market Focus

The Week Markets Refused to Slow Down | October 27–31, 2025

Nov 1, 2025

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5 min read

The Week Markets Refused to Slow Down | October 27–31, 2025

Markets ended October strong as earnings, inflation data, and a Fed rate cut lifted global investor confidence across the U.S., UK, and Asia.

Portfolio Parrot
Portfolio Parrot

Market Focus

Top U.S. Stocks to Watch for the Week of October 27, 2025

Oct 26, 2025

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6 min read

Top U.S. Stocks to Watch for the Week of October 27, 2025

Big Tech earnings, a key Fed meeting, and record-high markets shape the final week of October 2025.

Portfolio Parrot
Portfolio Parrot
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