Market Overview

The runup in yields for most of the major asset classes has peaked, based on the trailing 1-year payout rates for a set of ETFs through Friday’s close (Jan. 5, 2024).That’s hardly...

This week will be another in-focus week, with the CPI and PPI reports coming toward the week’s end.Additionally, 3 Treasury auctions will be front and center as well. This will follow a fairly...

Treasury yields surged on Friday after the NFP report for December exceeded expectations, raising questions about the Fed's plans for a dovish pivot. The December non-farm payroll (NFP) report...

Wall Street’s Q4 earnings season kicks off next week and is expected to be the next major test for the stock market. Analysts expect annualized profit growth of +2.4% and an increase of +3.1% in...

As 2024 begins, let's take a look at what some historical stats indicate for this election year. Like every year, election years tend to be full of ups and downs, and investors need to retain their...

The S&P 500 dropped by around 35 bps on the day, with most of the decline coming in the final minutes. Yesterday, there was a large sell imbalance that was $4.1 billion, which helped to create...

Soft landings, it has been said, are the holy grail of monetary policy, and there may be signs that we’re on the cusp of one. But what does it mean for the economy in 2024 to have a soft...

The year 2023 was a bullish one for stock markets around the world. At the same time, some asset classes had a year to forget. In this piece, I will share my 4 predictions for the financial markets...

The first week of 2024 will be a big one, with a lot of data that will either justify the market rally and expectations for rate cuts or not.Data that comes in too hot will kill the idea of rate cuts...

In fact, with patience it could turn out to be like shooting contrary fish in a barrel. The stock market rally – which NFTRH had anticipated a year ago on a larger basis and since October of...

"You can't fight the Fed" is a famous refrain repeated by most market participants throughout the years. Unfortunately, it is just not true. The truer statement is that "you can't fight the market."...

The outlook for the US economy is on track to close 2023 with a relatively upbeat outlook for the fourth quarter, based on a set of nowcasts compiled by CapitalSpectator.com.The official Q4 GDP...

Stocks finished the day higher by around 1% yesterday, rebounding some from Wednesday's sharp sell-off; this made it an inside day.We have often seen inside days when the day following a big move is...

Inflation in the UK fell abruptly to 3.9% in November, the lowest since September 2021. Inflation in the UK surprisingly fell more than anticipated to 3.9% in November, marking the lowest reading for...