Ven Ram argues US equity markets are overripe for a correction, especially the S&P 500 where froth is considerable relative to fair value. He believes the Fed has no room to loosen policy and may need to raise rates as inflation dynamics worsen, which markets are glossing over. He expects higher front-end rates and a flatter curve in coming weeks.

explicit

implicit
RUT
Oil
Metals
USD
Bloomberg 5.5
Financial Media
Rosalind Matheson 5.0
5/26/2026 10:05:40 AM
ndx
Ven Ram says US equity markets are overripe for a correction, particularly the S&P 500, and tech earnings may not have enough momentum to keep climbing. This implies a cautious down view for NDX in the short term.
5/14/2026 2:29:36 PM short term up 5 days later +0.59% +0.59%
5/14/2026 12:00:33 AM short term up 5 days later +0.59% +0.59%
5/13/2026 11:31:04 PM short term up 5 days later -2.57% -2.57%
5/13/2026 10:10:31 PM short term up 5 days later -2.57% -2.57%
5/13/2026 9:18:02 PM short term up 5 days later -2.57% -2.57%
5/13/2026 5:46:04 PM short term cautious up 5 days later -2.57% -1.29%
5/13/2026 10:40:42 AM short term cautious down 5 days later -2.57% +1.29%
5/12/2026 10:17:11 PM short term down 5 days later -1.27% +1.27%
5/12/2026 9:45:39 PM short term down 5 days later -1.27% +1.27%
5/12/2026 6:29:30 PM short term down 5 days later -1.27% +1.27%
5/12/2026 5:44:45 PM short term down 5 days later -1.27% +1.27%
5/11/2026 8:25:16 AM short term up 6 days later -0.24% -0.24%
5/8/2026 9:25:43 PM short term up 7 days later -1.11% -1.11%
5/8/2026 7:51:14 PM short term up 7 days later -1.11% -1.11%
5/8/2026 10:33:30 AM short term up 7 days later -1.11% -1.11%
5/8/2026 12:54:54 AM short term down 7 days later -1.11% +1.11%
5/7/2026 11:14:50 PM short term cautious down 5 days later +0.45% -0.23%
5/7/2026 9:26:20 PM short term down 5 days later +0.45% -0.45%
5/7/2026 10:44:12 AM short term up 5 days later +0.45% +0.45%
5/6/2026 4:25:04 PM short term up 5 days later +1.75% +1.75%
5/6/2026 7:07:04 AM short term up 5 days later +1.75% +1.75%
5/5/2026 12:24:00 AM short term down 5 days later +2.52% -2.52%
5/1/2026 4:44:32 PM short term up 7 days later +6.04% +6.04%
4/30/2026 11:53:22 PM short term sharp up 5 days later +3.21% +4.81%
4/30/2026 10:27:44 AM medium term up 20 days later +5.94% +5.94%
4/27/2026 9:40:13 AM short term up 6 days later +2.30% +2.30%
4/24/2026 9:53:00 AM medium term up 21 days later +6.18% +6.18%
4/22/2026 12:50:22 AM short term down 5 days later +0.92% -0.92%
3/19/2026 10:26:26 PM short term down 5 days later +1.11% -1.11%
3/13/2026 6:44:24 AM short term cautious down 7 days later -1.89% +0.95%
3/9/2026 2:08:40 PM short term down 6 days later -1.21% +1.21%
3/9/2026 10:03:43 AM short term down 6 days later -1.21% +1.21%
2/24/2026 7:11:54 PM medium term cautious down 20 days later -2.17% +1.08%
2/19/2026 11:46:00 PM short term down 5 days later +1.27% -1.27%
2/11/2026 10:51:35 AM short term down 5 days later +0.06% -0.06%
2/5/2026 6:10:54 AM short term down 5 days later +0.50% -0.50%
1/29/2026 9:18:07 AM short term cautious down 5 days later -2.59% +1.29%
1/28/2026 1:08:47 AM short term up 5 days later -2.11% -2.11%
1/8/2026 11:03:52 AM short term cautious down 5 days later -1.17% +0.58%
1/8/2026 10:04:31 AM short term down 5 days later -1.17% +1.17%
12/24/2025 8:43:44 AM short term up 5 days later -1.54% -1.54%
12/24/2025 7:08:10 AM short term up 5 days later -1.54% -1.54%
12/23/2025 7:24:06 AM short term up 5 days later -0.51% -0.51%
12/22/2025 9:48:16 PM short term up 6 days later -0.24% -0.24%
12/22/2025 2:42:18 PM short term cautious down 6 days later -0.24% +0.12%
12/19/2025 9:48:49 PM short term up 7 days later +0.25% +0.25%
12/19/2025 10:45:28 AM short term up 7 days later +0.25% +0.25%
12/19/2025 1:45:14 AM medium term up 21 days later +1.28% +1.28%
12/18/2025 11:18:27 PM short term up 5 days later +1.22% +1.22%
12/18/2025 9:42:38 PM short term down 5 days later +1.22% -1.22%
12/18/2025 8:02:41 AM short term cautious down 5 days later +1.22% -0.61%
12/17/2025 11:36:40 AM short term cautious down 5 days later +2.27% -1.14%
12/16/2025 11:40:23 PM short term up 5 days later +3.30% +3.30%
12/11/2025 10:26:28 AM short term cautious up 5 days later -2.18% -1.09%
12/10/2025 11:45:39 PM short term up 5 days later -2.16% -2.16%
12/1/2025 2:08:24 PM short term down 6 days later +0.28% -0.28%
11/28/2025 12:53:14 PM long term up 60 days later +0.83% +0.83%
11/25/2025 8:46:35 PM short term up 5 days later +0.42% +0.42%
11/25/2025 4:59:14 PM short term cautious down 5 days later +0.42% -0.21%
11/25/2025 5:18:20 AM short term up 5 days later +0.42% +0.42%
11/24/2025 11:41:23 PM short term up 6 days later +1.30% +1.30%
11/21/2025 1:49:16 PM short term down 7 days later +1.89% -1.89%
11/21/2025 10:59:48 AM short term down 7 days later +1.89% -1.89%
11/19/2025 1:40:42 PM short term cautious down 5 days later +4.01% -2.00%
11/19/2025 1:30:46 PM short term cautious down 5 days later +4.01% -2.00%
11/18/2025 1:29:07 PM short term cautious down 5 days later +0.95% -0.47%
11/18/2025 10:02:58 AM short term down 5 days later +0.95% -0.95%
11/11/2025 7:51:50 PM short term cautious down 5 days later -2.81% +1.41%
11/11/2025 2:03:07 PM short term cautious down 5 days later -2.81% +1.41%
11/11/2025 2:03:07 PM short term cautious down 5 days later -2.81% +1.41%
11/11/2025 1:10:20 PM short term cautious up 5 days later -2.81% -1.41%
11/11/2025 10:07:03 AM short term cautious up 5 days later -2.81% -1.41%
11/10/2025 2:14:07 PM short term up 6 days later -2.87% -2.87%
11/10/2025 10:55:42 AM short term up 6 days later -2.87% -2.87%
11/10/2025 10:55:42 AM short term up 6 days later -2.87% -2.87%
11/7/2025 10:12:11 AM short term down 7 days later -3.17% +3.17%
11/6/2025 11:18:53 PM short term down 5 days later +1.83% -1.83%
11/5/2025 5:35:23 AM short term down 5 days later +1.61% -1.61%
11/4/2025 2:20:08 PM short term down 5 days later -0.03% +0.03%
10/27/2025 7:25:44 AM short term up 6 days later -0.15% -0.15%
10/2/2025 9:07:28 AM short term up 5 days later +1.42% +1.42%
10/2/2025 9:07:28 AM short term up 5 days later +1.42% +1.42%
10/1/2025 10:25:13 PM short term down 5 days later -0.21% +0.21%
9/26/2025 1:25:54 AM short term down 7 days later +1.49% -1.49%
9/19/2025 10:47:12 AM short term up 7 days later -0.60% -0.60%
9/19/2025 8:51:38 AM short term up 7 days later -0.60% -0.60%
9/19/2025 7:17:12 AM short term up 7 days later -0.60% -0.60%
9/12/2025 7:15:05 AM short term up 7 days later +1.92% +1.92%
9/11/2025 8:51:28 PM short term up 5 days later +0.55% +0.55%
9/10/2025 8:24:03 PM short term sharp up 5 days later +1.17% +1.76%
9/4/2025 9:41:48 AM short term up 5 days later +0.83% +0.83%
9/3/2025 12:19:28 AM short term up 5 days later +0.88% +0.88%
8/29/2025 8:13:51 AM short term up 6 days later +2.29% +2.29%
8/29/2025 8:13:51 AM short term up 6 days later +2.29% +2.29%
8/28/2025 7:11:09 AM short term cautious down 5 days later -+0.00% +0.00%
8/27/2025 1:15:21 AM short term up 5 days later -1.99% -1.99%
8/25/2025 12:19:20 PM short term up 7 days later -1.25% -1.25%
8/21/2025 7:19:44 AM short term down 5 days later +0.29% -0.29%
8/20/2025 11:22:19 PM short term down 5 days later +1.65% -1.65%
8/20/2025 6:36:06 AM short term down 5 days later +1.65% -1.65%
8/20/2025 6:36:06 AM short term down 5 days later +1.65% -1.65%
8/12/2025 8:37:14 AM short term cautious down 5 days later -0.57% +0.28%
8/7/2025 9:54:40 AM short term up 5 days later +1.01% +1.01%
8/5/2025 10:31:22 AM short term cautious down 5 days later +0.91% -0.45%
7/25/2025 12:39:07 PM short term up 7 days later -0.72% -0.72%
7/16/2025 9:14:41 AM short term up 5 days later -0.08% -0.08%
Show all ndx results
yields
The push is for higher front end rates that will flatten the curve in the coming weeks.
5/14/2026 8:54:29 AM short term up 5 days later -0.50% -0.50%
5/14/2026 8:48:58 AM short term up 5 days later -0.50% -0.50%
5/13/2026 2:30:46 PM short term cautious down 5 days later +4.62% -2.31%
5/13/2026 2:30:46 PM short term up 5 days later +4.62% +4.62%
5/13/2026 10:19:39 AM short term up 5 days later +4.62% +4.62%
5/12/2026 7:38:15 AM short term up 5 days later +3.17% +3.17%
5/11/2026 3:42:16 PM short term up 6 days later +3.59% +3.59%
5/11/2026 2:37:40 PM short term up 6 days later +3.59% +3.59%
5/11/2026 10:33:48 AM short term up 6 days later +3.59% +3.59%
5/11/2026 10:21:17 AM short term up 6 days later +3.59% +3.59%
5/5/2026 10:43:29 AM short term up 5 days later +1.24% +1.24%
5/5/2026 9:59:09 AM short term sharp up 5 days later +1.24% +1.86%
5/5/2026 6:19:06 AM short term sharp up 5 days later +1.24% +1.86%
5/1/2026 4:44:32 PM short term up 7 days later -0.81% -0.81%
4/30/2026 2:14:39 PM short term up 5 days later -0.50% -0.50%
4/30/2026 8:02:59 AM short term up 5 days later -0.50% -0.50%
4/27/2026 7:39:37 PM short term down 6 days later +2.11% -2.11%
4/24/2026 9:53:00 AM short term up 7 days later +2.54% +2.54%
4/22/2026 12:50:22 AM short term up 5 days later +0.72% +0.72%
4/21/2026 4:08:13 PM short term up 5 days later +0.98% +0.98%
4/18/2026 12:01:38 AM short term sharp down 7 days later +2.02% -3.04%
4/17/2026 12:08:37 PM medium term cautious up 21 days later +3.76% +1.88%
4/15/2026 12:05:32 AM short term down 5 days later -0.39% +0.39%
4/13/2026 7:00:27 PM short term up 6 days later -0.14% -0.14%
4/10/2026 11:45:00 PM short term cautious up 7 days later -1.09% -0.55%
4/10/2026 11:41:57 PM short term cautious up 7 days later -1.09% -0.55%
4/9/2026 11:01:58 PM short term up 5 days later -0.81% -0.81%
4/3/2026 12:36:51 AM short term down 7 days later -0.88% +0.88%
4/1/2026 11:17:06 AM short term down 5 days later +0.70% -0.70%
4/1/2026 10:17:51 AM short term down 5 days later +0.70% -0.70%
3/31/2026 10:09:41 AM short term up 5 days later +0.37% +0.37%
3/30/2026 2:09:27 PM short term up 6 days later +0.56% +0.56%
3/30/2026 10:29:13 AM short term down 6 days later +0.56% -0.56%
3/30/2026 8:40:46 AM short term cautious down 6 days later +0.56% -0.28%
3/27/2026 11:59:23 AM short term sharp up 7 days later -0.16% -0.24%
3/27/2026 10:05:53 AM medium term up 21 days later -2.12% -2.12%
3/27/2026 2:00:21 AM short term up 7 days later -0.16% -0.16%
3/25/2026 10:19:55 AM medium term up 20 days later -3.03% -3.03%
3/23/2026 7:21:12 AM short term up 6 days later -1.14% -1.14%
3/21/2026 1:47:39 AM long term down 60 days later +5.17% -5.17%
3/20/2026 2:30:40 AM short term up 7 days later +0.18% +0.18%
3/19/2026 8:12:15 PM short term down 5 days later -1.43% +1.43%
3/13/2026 9:58:26 PM short term up 7 days later +2.70% +2.70%
3/13/2026 6:57:37 PM short term down 7 days later +2.70% -2.70%
3/13/2026 4:40:53 PM medium term cautious down 21 days later +2.73% -1.36%
3/13/2026 9:59:21 AM short term sharp up 7 days later +2.70% +4.05%
3/13/2026 6:44:24 AM short term up 7 days later +2.70% +2.70%
3/11/2026 10:02:21 AM short term down 5 days later -1.66% +1.66%
3/9/2026 2:08:40 PM short term up 6 days later +2.03% +2.03%
3/9/2026 10:03:43 AM short term up 6 days later +2.03% +2.03%
3/3/2026 9:47:37 PM short term up 5 days later +1.37% +1.37%
3/3/2026 10:53:30 AM short term up 5 days later +1.37% +1.37%
2/28/2026 1:02:34 AM medium term sharp down 21 days later +7.07% -10.60%
2/20/2026 5:23:54 PM short term up 7 days later +0.47% +0.47%
2/19/2026 11:46:00 PM short term up 5 days later -0.93% -0.93%
2/19/2026 2:30:40 PM short term up 5 days later -0.93% -0.93%
2/19/2026 8:04:55 AM medium term up 20 days later +4.58% +4.58%
2/18/2026 11:17:07 PM medium term cautious up 20 days later +3.26% +1.63%
2/18/2026 9:44:49 PM medium term cautious up 20 days later +3.26% +1.63%
2/2/2026 10:10:47 AM medium term up 20 days later -5.73% -5.73%
1/30/2026 10:19:09 AM short term up 7 days later -1.80% -1.80%
1/28/2026 1:08:47 AM short term up 5 days later +1.11% +1.11%
1/21/2026 3:54:53 PM long term up 60 days later +2.00% +2.00%
1/20/2026 6:00:07 PM short term up 5 days later -0.94% -0.94%
1/20/2026 3:56:13 PM medium term sharp up 20 days later -2.49% -3.74%
1/20/2026 5:25:20 AM short term sharp up 5 days later -0.94% -1.41%
1/8/2026 11:18:05 PM medium term cautious down 20 days later +1.34% -0.67%
12/24/2025 2:57:09 PM medium term cautious up 20 days later +0.58% +0.29%
12/23/2025 7:24:06 AM medium term up 20 days later +0.85% +0.85%
12/22/2025 2:42:18 PM medium term up 20 days later +0.43% +0.43%
12/19/2025 10:45:28 AM medium term up 21 days later +0.43% +0.43%
12/19/2025 8:37:44 AM medium term up 21 days later +0.43% +0.43%
12/18/2025 11:18:27 PM short term down 5 days later -0.36% +0.36%
12/18/2025 9:42:38 PM medium term down 20 days later +0.77% -0.77%
12/18/2025 1:08:16 PM medium term up 20 days later +0.77% +0.77%
12/18/2025 8:02:41 AM medium term down 20 days later +0.77% -0.77%
12/17/2025 7:04:39 AM medium term cautious up 20 days later +0.53% +0.27%
12/16/2025 11:40:23 PM short term down 5 days later +0.43% -0.43%
12/11/2025 10:26:28 AM short term down 5 days later -1.03% +1.03%
12/11/2025 10:09:14 AM short term up 5 days later -1.03% -1.03%
12/9/2025 10:56:25 PM short term up 5 days later +0.43% +0.43%
12/9/2025 10:44:30 AM short term sharp up 5 days later +0.43% +0.65%
12/9/2025 6:08:48 AM medium term sharp up 20 days later -0.82% -1.22%
12/8/2025 7:49:51 AM medium term cautious up 20 days later -1.67% -0.84%
12/4/2025 5:57:16 AM short term down 5 days later +0.60% -0.60%
12/1/2025 5:28:31 AM short term cautious down 6 days later +2.10% -1.05%
11/28/2025 12:53:14 PM short term cautious up 7 days later +1.86% +0.93%
11/25/2025 8:46:35 PM short term down 5 days later +2.45% -2.45%
11/25/2025 8:46:35 PM medium term down 20 days later +3.78% -3.78%
11/18/2025 10:02:58 AM short term down 5 days later -2.30% +2.30%
11/13/2025 1:46:53 PM medium term cautious down 20 days later -0.96% +0.48%
11/12/2025 2:18:30 PM short term cautious down 5 days later +0.27% -0.13%
11/12/2025 10:01:21 AM short term sharp down 5 days later +0.27% -0.40%
11/12/2025 7:56:58 AM short term sharp down 5 days later +0.27% -0.40%
11/11/2025 3:01:41 PM short term cautious down 5 days later +1.67% -0.84%
11/6/2025 11:18:53 PM short term down 5 days later -0.68% +0.68%
11/6/2025 2:13:19 PM short term down 5 days later -0.68% +0.68%
11/4/2025 12:00:38 PM short term cautious up 5 days later -1.13% -0.57%
10/21/2025 10:46:09 AM medium term up 20 days later +4.22% +4.22%
10/8/2025 9:34:41 PM short term cautious down 5 days later -3.04% +1.52%
10/2/2025 3:40:39 PM short term cautious down 5 days later +0.24% -0.12%
10/2/2025 12:44:17 AM short term down 5 days later +0.24% -0.24%
10/1/2025 10:52:02 AM short term cautious down 5 days later +0.95% -0.48%
9/30/2025 7:44:54 AM short term down 5 days later +1.36% -1.36%
9/26/2025 7:55:36 AM short term cautious up 7 days later +0.51% +0.25%
9/26/2025 1:25:54 AM short term cautious up 7 days later +0.51% +0.25%
9/19/2025 10:47:12 AM short term up 7 days later -0.05% -0.05%
9/17/2025 10:11:21 AM short term cautious down 5 days later +0.39% -0.19%
9/12/2025 7:15:05 AM short term down 7 days later +2.70% -2.70%
9/11/2025 8:51:28 PM short term cautious down 5 days later +0.37% -0.18%
9/10/2025 8:24:03 PM short term cautious down 5 days later +0.37% -0.19%
9/5/2025 10:16:54 AM short term down 7 days later -0.30% +0.30%
9/5/2025 8:47:44 AM short term down 7 days later -0.30% +0.30%
9/5/2025 8:47:44 AM short term down 7 days later -0.30% +0.30%
9/5/2025 7:27:44 AM short term cautious down 7 days later -0.30% +0.15%
9/3/2025 7:42:12 PM medium term sharp up 20 days later -0.69% -1.04%
8/29/2025 8:13:51 AM medium term cautious down 20 days later -3.13% +1.57%
8/29/2025 8:13:51 AM medium term sharp up 20 days later -3.13% -4.70%
8/28/2025 1:17:57 PM short term cautious up 5 days later -0.38% -0.19%
8/28/2025 7:11:09 AM medium term sharp up 20 days later -2.91% -4.36%
8/27/2025 10:15:27 AM short term cautious up 5 days later +1.66% +0.83%
8/27/2025 6:53:39 AM medium term cautious up 20 days later -3.11% -1.56%
8/27/2025 6:53:39 AM medium term cautious up 20 days later -3.11% -1.56%
8/27/2025 2:10:17 AM short term cautious down 5 days later +1.66% -0.83%
8/26/2025 7:44:57 AM short term cautious down 6 days later +0.92% -0.46%
8/25/2025 12:19:20 PM short term down 7 days later +0.45% -0.45%
8/20/2025 11:22:19 PM short term cautious down 5 days later -1.66% +0.83%
8/20/2025 6:36:06 AM short term cautious down 5 days later -1.66% +0.83%
8/19/2025 7:37:21 AM short term cautious down 5 days later -0.49% +0.24%
8/19/2025 7:37:21 AM short term cautious down 5 days later -0.49% +0.24%
8/19/2025 7:37:21 AM medium term cautious down 20 days later -5.17% +2.58%
8/15/2025 10:20:21 AM short term cautious up 7 days later -1.52% -0.76%
8/7/2025 6:34:17 PM long term sharp up 60 days later -3.69% -5.53%
8/5/2025 10:44:07 AM short term cautious down 5 days later +1.26% -0.63%
8/4/2025 10:45:50 AM short term sharp down 6 days later +1.84% -2.75%
7/22/2025 6:22:47 PM short term cautious down 5 days later +0.73% -0.36%
Show all yields results

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