Market Overview

The CPI report for May was definitely good news. In April, core CPI was +0.29% and Median CPI was +0.35%; this month those figures were +0.16% for core and +0.25% (est) for median. That would be the...

Investors are bracing for the Federal Reserve’s latest policy decision after better-than-expected May CPI. All eyes are now on Powell's press conference after the decision. Investors should now be...

Here's the rundown for today's FOMC meeting and the 4 things to watch. No rate change does not mean no volatility for forex, stocks + gold 2pm ET - Fed Rate decision, Dot Plot, Economic...

Strong job growth suggests the Fed may delay interest rate cuts. However, despite robust job numbers, a decrease in job openings could show lower inflation ahead. The bond market doesn't yet reflect...

More than a few individuals were active in the markets in 1999-2000, but many participants today were not. I remember looking at charts and writing about the craziness in markets as the fears of...

The news flow will be heavy again this week, with inflation reports, a Fed meeting, and Treasuries being auctioned off in the 1 PM ET time slot. Additionally, today, Nvidia (NASDAQ:NVDA) will start...

Recent economic estimates suggest US growth has slowed compared with previous estimates, but today’s revised GDP nowcast for the second quarter still points to a modest pickup in output over Q1. The...

Investing doesn't have to be daunting if you focus on realistic strategies and asset allocation. Understanding your goals, circumstances, and risk tolerance is key to creating a balanced...

Stocks finished the day flat ahead of the job report, which seems to be coming ahead of a lot of back-and-forth as to whether the job market is crumbling or not. I have a feeling that is not going to...

Credit card and auto loans are increasing the risk on bank balance sheets. The largest holders of these loans include JP Morgan, Citibank, and Capital One. You have to engage in due diligence...

We continue with our discussion of investment ideas that could benefit from upgrading and expanding the power grid to accommodate surging demand from AI data centers and EVs. This third and final...

It is becoming increasingly clear that someone is offside; it’s just a matter of who. I know talking about credit spreads and implied correlations, and the Mexican peso is not en vogue or as hot as...

Sell in May and go away didn't work in 2024. Lets take a look at June seasonality and how it affects stocks, gold and the US Dollar