Market Overview

Hot inflation and cooling consumer spending are trends that are likely to be intensified by President Trump's aggressive moves on tariffs and government spending cuts. Stagflation fears are rising...

Following the latest Federal Reserve meeting, there was a massive surge in media headlines stating “stagflation.” The media’s stagflation panic is unsurprising as it elicits memories of the late...

Economic output is estimated to downshift sharply in next month’s official GDP report for the first quarter, based on the median nowcast from several sources. Recessionary conditions will likely be...

Here’s something most people don’t realize right away: Trading is not about luck, gut feelings, or being right all the time. It’s a numbers game—and that’s exactly what makes it so powerful. Because...

Donald Trump appears to have some sort of fantasy about what America is. I share his pride in this country as it was in the WWII era and maybe beyond, into the 1970s. I am, shall we say mature of age...

Given the fear as represented in investor surveys and various sentiment gauges a couple of weeks ago, one would think the recent market drawdown was significant. As a testimony to the concern,...

New data published on Monday reaffirms that the US economy is still growing, and the odds remain low that a recession has started or is imminent. The rapidly changing state of tariffs could change...

The graph below, courtesy of Jeff Weniger, shows that since 1990, spikes in the University of Michigan (UM) consumer inflation expectation index to around 5% have preceded inflation declines. As he...

The Russell 2000 ($IWM) could be driving the lead out with a gap breakout of the declining channel alongside a close above the 20-day MA. The bounce off the bottom comes with a 'buy' in the MACD...

I recently returned from NVIDIA’s GTC AI Conference in San Jose, California. This year’s event was completely sold out, with an estimated 20,000 investors, engineers and business leaders in...

March data from BofA’s Global Fund Manager Survey reveals the biggest drop in US equity allocation on record, coupled with the largest-ever increase in Eurozone equity allocation. This signals a...

Building a secure retirement requires a reliable stream of income that can support your lifestyle without depleting your savings too quickly. A dividend investing strategy offers a way to generate...

Stocks had another choppy session yesterday, but that will likely change today with the passing of quarterly options expiration. The market has been pinned between 5,600 and 5,700 all week. However,...

S&P 500 managed to gain back almost exactly on Wednesday what they lost on Tuesday, finishing the day up about 1.1% to close essentially unchanged at Monday’s close at 5,675. The equity market...