Editor`s Picks

This week will be interesting, with inflation data Tuesday and Wednesday and quadruple witching on Friday. There will be a lot of big Treasury auctions this week, which will move yields and stocks....

Dollar maintained perfect negative correlation with stocks Technology outperforms after underperforming, as market flips Extreme pessimism attracts contrarians Traders question whether rates are...

U.S. inflation data, retail sales to drive sentiment Roblox stock is a buy ahead of its investor day event Virgin Galactic set to struggle amid growing headwinds Stocks on Wall Street rallied on...

The macroeconomic environment is turning hostile for freight companies, making their shares a risky bet FedEx is pursuing a restructuring plan to create long-term shareholder value One major...

Improved risk appetite lifts euro  EU Energy Ministers discussing caps for Russian oil and gas EUR/USD chart still bearish The EUR/USD was up 1% this morning, showing some follow-through in...

Is the tech sector cyclical or secular? We believe it is both. While technology adoption is clearly a secular trend (a fundamental change in a business model), there are many cyclical trends that...

Yields have risen sharply since the middle of August Stock prices have fallen but not fast enough to account for the drop in bonds This would indicate that stocks may still have further to fall Yields...

The ECB delivered its largest single rate hike in history earlier today The Fed is expected to follow the steps of its European counterpart and raise rates by 75bps in its September meeting The U.S....