Market Overview

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...

Uncertainty is as thick as ever for diving into what awaits in the year ahead, but there’s still a growing consensus building that the Federal Reserve will soon start cutting interest...

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...

Let me get straight to the point: our models show inflation is on its way to undershoot (!) Central Banks targets in 2024. Inflation is often a monetary phenomenon: print real-economy money too...

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."...

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...

Markets are becoming increasingly confident that the Federal Reserve will start cutting interest rates in 2024. The first cut is expected at the March 20 monetary policy meeting.Fed funds futures are...

U.S. stocks are on track to end 2023 on a high note amid bets the Fed is all done raising interest rates. 2024 is just around the corner, and despite the upbeat mood, a plethora of risks loom ahead...

Stocks rallied again, achieving even more extended levels, with the S&P 500 RSI rising to just shy of 82 while remaining above the oper Bollinger band.Again, this is reaching extreme overbought...

The Bank of Japan kept its major policy settings unchanged and made no changes to its forward guidance, pushing the yen down against the dollar. But we think the shift in tone is clear and major...