Market Overview

It will be a strange week, given the calendar’s lunar eclipse on Monday and the market’s closure on Friday. Add to that a PCE report on Friday, the day the market is closed, and a Jay...

The US economy remains on track to post a moderate growth rate in the upcoming first-quarter GDP report, but the expansion shows signs of slowing.Output for the January-through-March period is...

Fed remains on course for 3 interest rate cuts this year. Meanwhile, SNB has surprised the market with an interest rate cut. And, the Bank of England won't rush a pivot. In 2024, invest like the big...

It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting...

Since the beginning of March, the S&P 500 has been undergoing a nice consolidation, which passed between the day before yesterday and yesterday.However, the index did manage to hit the upper trend...

The Federal Reserve lifted its outlook for core PCE inflation in 2024 but reaffirmed expectations that interest rates will probably fall by the end of the year. Despite the apparent conflict, the...

The sharp runup in US inflation in 2021-2022 revived the idea that a so-called real assets portfolio is crucial for asset allocation strategies.But with the peaking of inflation in mid-2022,...

The Fed added Quantitative Easing (QE) to its monetary policy toolbox in 2008. At the time, the financial system was imploding. Fed Chair Ben Bernanke bought $1.5 trillion U.S. Treasury and...

It was an implied volatility day yesterday ahead of the VIX expiration this morning. The important level for the VIX is 14, and as of yesterday, the VIX closed at 13.8.Vixperiation officially...

The momentum factor has been revived in recent months, led by powerful rallies among AI-related stocks and Healthcare sector behemoths Two companies, one from each space, hold investor events this...

Analysts are debating if last week’s sticky inflation news is the death knell for a June cut in interest rates by the Federal Reserve. This much is clear: the recent run of news isn’t...

Following the ECB, all eyes are on the Fed's upcoming interest rate decision, and the US central bank is anticipated to hold rates steady. Our proprietary tool now indicates a near-certainty of the...

Stocks rallied on Monday, ahead of an eventful two days. Meanwhile, the market is also busy repricing its rate path for the Fed policy, with Fed Futures now seeing fewer than three rate cuts in...

The Fed is expected to maintain interest rates at its March 20 meeting. Recent U.S. inflation reports have reduced expectations for a rate cut by June. Nike & FedEx to report Q3 earnings on March...