Market Overview

On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At first blush, one would think that a trader with a crystal ball a couple of days before the Fed action...

Despite challenges from a strong currency, Switzerland's economy remains strong, with significant industrial growth driven by specialized sectors. This resilience contrasts with stagnation seen in...

Will tomorrow's non-farm payrolls report beat, sending stocks and the US dollar higher or will it disappoint? Let's take a look at what the signal is from the other labor market indicators because...

Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real Gross Domestic Product (GDP), real Gross Domestic Income (GDI),...

Iran Attacks Israel, How War Affects Markets. How Is This Different From the April Attack?

We are currently in the “everything market.” It doesn’t matter what you have probably invested in; it is currently increasing in value. However, it isn’t likely for the reasons you think. A recent...

Immigration is once again making headlines (has it ever stopped?), and it's not just the sheer numbers that have people talking. Concerns about mass immigration—both legal and illegal—have dominated...

The Chinese real estate market is de-leveraging very hard. Economists estimate Chinese households have suffered $10+ trillion of wealth losses as a result. There is now a strong urge to stop the...

The resonance of summer warnings that the US economy is on the precipice of recession continues to fade from the perspective of the upcoming third-quarter GDP report. The latest run of numbers...

Stocks edged higher last week, with the S&P 500 hitting multiple record highs as investors welcomed signs of easing inflation alongside steady economic growth. Looking ahead, all eyes will be on...

On Tuesday, China announced a raft of policies aimed at boosting the economy and encouraging consumption. The People’s Bank of China (PBoC) cut its seven-day reverse repo rate from 1.7% to 1.5%. The...

An analysis of Presidential Candidate Trump’s policy proposals recently suggests that tax cuts will increase the deficit. While the raw analysis is correct, as it subtracts the potential for reduced...

With the US presidential elections just a few weeks away, we take a look at the economic and social program of the Democratic candidate for the White House. Following the interest rate cut announced...

Markets are highly confident that the Federal Reserve will announce another cut in interest rates at the next policy meeting on Nov. 7, two days after the election. The uncertainty is whether the cut...