Comm. Serv. suffered biggest loss today with Materials and Energy among gainers (the latter now leading YTD); small caps underperformed with Russell 2000 Value falling most and remaining in last place YTD pic.twitter.com/AcbPRkLvlV

April Kansas City Fed Manufacturing Index fell further to -8 vs. -5 est. & -7 in prior month … new orders improved but stayed in contraction; both shipments and production fell further into contraction; prices paid moved higher … employment fell back into contraction pic.twitter.com/CEJHSblnhh

This goes some way in reconciling what had been a notable divergence between much of the macro data (strong) and quite a few of the bottom-up indicators (weaker). #economy #growth #markets pic.twitter.com/OovJ1FVYBy

Down less than half a percent today for the S&P 500. Given where it opened, this was a nice change from what we were seeing a week ago. Back then, the selling would get heavy as the day wore on.