Market Overview

As we discussed recently, Wall Street economists increasingly believe the risk of recession has fallen sharply. To wit: “Economists don’t think the economy will get even close to a recession. In...

Last week, the Wall Street Journal reported that the Fed and two other U.S. banking regulators are going to significantly reduce a planned increase in capital requirements for the country's large...

As the U.S. economy continues to navigate a complex landscape with persistent inflation and a stock market setting new highs, the Federal Reserve seems committed to its patient approach regarding...

US economic activity is expected to post a modestly firmer increase in the second quarter, based on the median estimate for a set of nowcasts compiled by CapitalSpectator.com. More than half of the...

In this video, I talk about the Top 5 Fears that keep traders awake at night

Defense sector surges amid geopolitical tensions, driven by Russia-Ukraine conflict and Middle East instability. Opportunities exist through specialized funds like VanEck Defense ETF and HANetf...

The Biden administration announced significant tariff increases on China last week, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These...

Last week’s strong rally in commodities expanded the performance lead for the asset class over the rest of global markets, based on a set of ETFs through Friday’s close (May 17). WisdomTree Enhanced...

Maximize your hustle - 4 reasons why trading is a great side hustle for that extra income!

Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his money. “One of...

The Fed hiked rates above 5%, and yet the US economy didn't break. Back in 2022 already, the yield curve inverted and it has stayed inverted ever since. The lags looked relatively short, and the US...

Stocks finished higher yesterday, no surprise, given that implied volatility levels fell sharply from yesterday’s closing once the CPI report was released. The CPI report itself seemed pretty much as...

The CPI for April came in pretty close to expectations. CPI came in at 0.31% m/m, and 0.29% on core, versus a priori expectations for 0.37% and 0.30%. This relative accuracy does not necessarily mean...

The bulls cleared another hurdle. The first-quarter earnings season has been strong. With 92% of S&P 500 companies reporting, the EPS beat rate is 78%, near the five-year average. More impressive...