Market Overview

The latest inflation data is sticky, but the markets have only delayed rather than canceled expectations that the Federal Reserve will start trimming interest rates in the near future.Some analysts...

What are the choices for monitoring and estimating recession risk? Slightly lower than the number of stars in the universe. Ok, I’m exaggerating, but not much.The good news: the search for...

ProPicks, Investing.com's flagship AI-powered investment tool, consistently outperforms benchmarks like the S&P 500 with meticulously analyzed high-performing stocks. With six robust strategies,...

In a remarkable conversation with Howard Marks, co-founder of Oaktree Capital Management, key investment insights came to the fore. Marks advocates against attempting to time the market, echoing...

Growth remains on track to soften in the first quarter, based on the median GDP nowcast for a set of estimates compiled by CapitalSpectator.com.Although recession risk is still low, output looks set...

Over the last several months, we have seen repeated employment reports from the Bureau of Labor Statistics (BLS) that crushed economists’ estimates and seemed to defy logic. Such is particularly...

A little discussion about this thing we call “inflation” after the January CPI reportA vast majority of people see inflation as rising prices, wages, and ‘pushed’ costs within...

This is the reason that serious people don’t choose a trend length that happens to fit with their narrative.For the last few months, supposedly serious economists have crowed about how the...

A little over a year ago, the world watched as China reopened its doors after three long years of strict pandemic lockdowns. Expectations were high for a robust economic recovery, fueled by pent-up...

US Consumer Price Index (CPI) is the big number to watch this week. Here's an important trading tip on US Dollar & US Inflation Relationship

Keynes once said that markets can stay irrational longer than you can stay solvent.I love this quote because it speaks about the power of narratives, and my humble adaption of that would...

The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decadeGold, meanwhile, will not be ready until the...

The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations...

So, it was another rather boring day, with the S&P 500 finishing flat, rates up, the dollar up, and implied volatility somewhat higher. This has been a very odd earnings season.Last night, I noted...