Market Overview

Deuteronomy 11:26 – “Behold, I set before you this day a blessing and a curse.” This biblical passage has been used countless times to describe the global economic structure in place since 1944. As...

US stocks ended Thursday's session in negative territory. However, the S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for all countries except...

The recent implementation of tariffs has the media buzzing about increased recession odds as the consumer faces potentially higher costs. While recent economic reports, like the latest employment...

Eight days after “Liberation Day”, President Donald Trump announced a reduction of reciprocal tariff rates to a 10% baseline on the 60 countries with higher tariff rates. This pause of the higher...

At this point, I’m just about ready to retire because I am seeing things I have no memory of or have never seen before. The USD/CHF fell by more than 3.8%, a monumental move. It was either a newfound...

US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply chain disruptions are on their way. After all the volatility and...

The official first-quarter GDP report from the government that’s scheduled for Apr. 30 is expected to post a sharp slowdown in growth, based on the median estimate from several sources compiled by...

Trump’s tariff U-turn sparks huge risk rally. USD/JPY stuck in a volatile range with bearish bias. GBP/USD tight but watch for breakout setups. Silver prints key bullish reversal higher—$31 a key...

After Trump’s new tariffs, markets are on edge—again. But with the S&P 500 testing critical support, a rebound might still be possible. Meanwhile, gold shines as the only real safe haven amidst...

Is inflation or slower growth, and perhaps recession, the priority? This basic question hangs over the Federal Reserve as it grapples with deciding how to respond to global trade war. The risks shot...

For those of you with bearish nightmares, we share one important takeaway from Monday’s market roller coaster. While there is a good chance the market may explore new lows over the coming months, we...

The S&P 500 is now down almost 19% since topping out in February. It closed at 4982.77 (chart). If it falls another 1.35% down to 4915.32, it will be in a bear market. The index was up sharply at...

Things are getting ugly, especially in rates and FX. Significant decoupling is occurring, indicating a potentially massive flight out of the U.S. and severe liquidity constraints now hitting the...

That is the billion-dollar question investors now face. One gauge to help us answer the question is corporate bond yield spreads. When the yield differential between corporate bond yields and...