Market Overview

US Stocks indices are down sharply today as US 10-year yields hit 4-month highs.But, could stocks & other assets still hit new highs this month? In this video I discuss What's behind the Massive...

During running bull markets, much commentary is written on why this time is different and why investors should not worry about market corrections. One such piece was written recently by Fisher...

One of the most interesting conundrums is the surging wealth gap in America. Despite two of the largest bull markets in history since 1980, most Americans struggle with making ends meet and are...

The rally in global assets broadened in March, lifting nearly every slice of the major asset classes. The downside outlier: bonds in emerging markets. Otherwise, last month delivered a clean sweep of...

A busy week lies ahead, with tons of data and much Fed speak. This will make for plenty of headlines and possibly a volatile week as the focus shifts back to the economy.Powell will continue his West...

My Best Tips for Trading Japanese InterventionIn this video, I talk about: What intervention is When it could happen What to watch for How to trade it

As the steadier measures of inflation (core, median, or sticky depending on your preferences) have started to overshoot expectations slightly – the y/y measures continue to decline, but slower...

After a volatile 2023, CEO confidence seems to be rebounding in 2024. A number of readings on CEO sentiment, including our own Late Earnings Report Index (LERI), seem to be indicating that...

It will be a strange week, given the calendar’s lunar eclipse on Monday and the market’s closure on Friday. Add to that a PCE report on Friday, the day the market is closed, and a Jay...

The US economy remains on track to post a moderate growth rate in the upcoming first-quarter GDP report, but the expansion shows signs of slowing.Output for the January-through-March period is...

Fed remains on course for 3 interest rate cuts this year. Meanwhile, SNB has surprised the market with an interest rate cut. And, the Bank of England won't rush a pivot. In 2024, invest like the big...

It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting...

Since the beginning of March, the S&P 500 has been undergoing a nice consolidation, which passed between the day before yesterday and yesterday.However, the index did manage to hit the upper trend...

The Federal Reserve lifted its outlook for core PCE inflation in 2024 but reaffirmed expectations that interest rates will probably fall by the end of the year. Despite the apparent conflict, the...