Market Overview

Incoming US President Donald Trump has pledged tariffs of as much as 10% on global imports and 60% on Chinese goods, plus a 25% import surge on Canadian and Mexican Products would upend trade flows,...

There’s a lot to discuss, with markets moving quite violently in all directions—it’s hard to know where to begin—the economic data triggered much of yesterday’s movement. The JOLTS report came in...

Markets have been re-pricing the prospect of Federal Reserve rate cuts this year in the wake of more hawkish Fed commentary. Today's data suggests that the economy is maintaining its strong momentum...

US economic activity looks set to post softer growth in the government’s upcoming fourth-quarter GDP report. Based on the median nowcast from several sources, output appears set to downshift to the...

Shares of NVIDIA soared 171% in 2024, but quieted in the back half of the year The company will present at two of the biggest conferences of the year this week and next With its Q4 earnings...

In April last year I took a look at the market potential for a downturn that ultimately, never materialized. That scenario was negated by the break of the March high during the summer, followed by a...

2025 begins with our plans well in motion for a stock market top and important changes to the macro This article attempts to put clearer words and images to the many words I expended in my interview...

We will start the new year with initial jobless claims, an important data point, today and the ISM manufacturing data, which is particularly significant, on Friday. The ISM manufacturing index is...

Analysis of the current movements of commodities futures, along with cryptocurrency prices indicate that the markets look ready to repeat the moves, seen during the last tenure of US President Donald...

Ed and Eric look forward to the new year in this week's webcast below

This week is expected to be relatively quiet. The most notable data release will be the ISM Manufacturing Report on Friday, January 3. Early in the week, we’ll get some housing data, while continuing...

When the Obama Administration first suggested the Affordable Care Act following the Financial Crisis, we argued that the outcome would be substantially higher, not lower, healthcare costs. It is...

Yesterday’s market activity was predictable, with the S&P 500 closing flat. Futures volume reflected the holiday mood, with just 840,000 contracts traded. Given that it was the day after...

Wall Street analysts and market strategists are carefully evaluating the potential impact of Donald Trump’s presidential victory on financial markets in 2025, with early indicators showing both...