Market Overview

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...

It is always interesting when commodity prices rise. The market produces various narratives to suggest why prices will keep growing indefinitely. Such applies to all commodities, from oil to orange...

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...

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

The performance outlook for the Global Market Index (GMI) ticked higher again in May. For the fourth straight month, GMI’s long-term forecast edged up, rising to an annualized 7.1% pace, which is...

When markets are calm (read: boring), it’s easier to take a step back from the daily noise and ask ourselves the big picture questions like Yes, but what’s the Macro EndGame? It often feels like the...

US economic growth rose a modest 1.3% in the first quarter, a softer increase vs. the government’s initial 1.6% estimate. The revised data reflects a sluggish pace of growth and the second straight...

June is expected to be another eventful month on Wall Street amid a trio of key market-moving events. Investor focus will be on the U.S. jobs report, CPI inflation data, and the Fed’s FOMC...

The future of electricity demand for everything from electric cars to Bitcoin mining to artificial intelligence may also be the cure for our debt concerns. Before you dismiss that statement, let me...

Tomorrow’s update on US inflation for April looks set to tick lower, although the odds aren’t trivial that pricing pressure will remain sticky, according to various forecasts and a review of pricing...

Sentiment was undoubtedly in a risk-off mood on Wednesday across the market, following the trends on Tuesday. The bigger question is whether this is the start of a shift in longer-term trends towards...