Market Overview

Interest rate cut expectations have receded everywhere following the US inflation data, but there are subtle dovish incremental shifts within the BoC’s commentary that suggest should inflation...

Here are my thoughts on the European Central Bank's meeting: What to watch What is priced in Whether EURO will hit fresh 2-month lows vs. USD

After a week when the NY/NJ area saw an earthquake, an eclipse, and a gorgeous 75-degree spring day, it is time to get back to work.Today’s CPI report was not expected to be particularly great....

All eyes turn to the US inflation data, due to be released later today. Expectations include a slight decrease in core CPI and a marginal increase in overall CPI. Amid uncertainty about rate cuts,...

Stocks had a back-and-forth day ahead of today’s CPI report, which could take on some extra weight regarding the outlook for rate cuts.Expectations are for the CPI to rise by 0.3% m/m, down from...

In the most recent report from FINRA, margin debt levels have surged as bullish investors leverage their bets in the equity market. The increase in leverage is not surprising, as it represents...

We had a solar eclipse in New York today that made me think about trading and Eclipse Trading Tip. Next eclipse is in 20 years in NY - don't wait for trades that happen once every 5, 10, 20 years.

The consensus outlook is still projecting that the Federal Reserve will trim its target interest rate by the end of the year. But as economic growth endures and energy prices rise, market sentiment is...

This week will be all about price inflation, with the CPI, PPI, and import/export price reports. CPI is expected to rise by 0.3% m/m, down from 0.4%, while increasing by 3.4% y/y, up from 3.2%....

US economic output is still on a path for a materially softer pace of growth in the first-quarter GDP report scheduled for release at the end of this month.The expansion will be strong enough to...

Your mother likely imparted valuable investing lessons you may not have known. With Mother’s Day approaching and bullish market exuberance present, such is an excellent time to revisit the...

Here's my outlook for US Non-Farm Payrolls and tips on How to Trade itStronger NFP should be: USD up US yields up Stocks down Gold down Weaker NFP should be: Gold up Mildly +Stocks up Dollar down US...

What a difference a quarter makes. Coming into 2024, strategists were generally downbeat about what the year’s equity returns may be. Tempering expectations made sense considering the S&P...

Stocks finished the day flat after a hot ADP report sent rates higher, and a cool ISM report sent rates back to flat. That left stocks moving sideways after a brief move higher in the midday and a...