
Please try another search
Bloomberg recently penned a great piece on the “Law of Unintended Consequences.” To wit: “There is only one true law of history, and that is the law of unintended consequences. In...
5 Stories Impacting Gold Forex Stocks This Week:1. Israel-Hamas Conflict and impact on markets 2. US Earnings Tesla (NASDAQ:TSLA), Netflix (NASDAQ:NFLX) 3. US Retail Sales Reports 4. US Fed Chair...
Initial signs from earnings suggest that EPS growth bottomed last quarter Going ahead, it looks like the rebound could continue into next year Meanwhile, majority of the stocks in S&P 500 remain...
Stocks were up yesterday by around 1.1% on the S&P 500, but we have gone nowhere now in a week, so the bulls are making no progress. The question in front of us is which way the index will break,...
US dollar has continued to gain ground after taking a breather on the weekend Meanwhile, both crude oil and gold have experienced minor corrections following their significant surges Another price...
After years of zero interest rates, such an abrupt tightening is bound to break something.The main questions are: what, when, and where does something break? When rates are low credit is cheap and so...
Today marks a year since the S&P 500 ended its bear market A lot has changed since then, but the US economy still hasn't entered recession The future might look bleak because of the current...
As the soft landing narrative grows, the risk of a 'crisis event in the economy increases. Will the Fed trigger another crisis event? While unknown, the risk seems likely as the Fed’s...
Who knew that the big risk this year was a US economy that would be too hot? Coming into 2023, strategists were bearish following the market’s drubbing the previous year. The consensus...
The September CPI report is due Thursday and is expected to show headline annual inflation rising 3.6% compared to the 3.7% reading seen in August. Overall, while the trend is lower, I believe the...
On October 5, 2023, Treasury Secretary Janet Yellen made a very telling statement about the future course of interest rates. YELLEN SAYS DEBT SERVICE COSTS WILL BE 1% OF GDP FOR THE NEXT DECADE....
The S&P 500 finished about 50 bps today higher but had been up more than 1% at one point—stocks turnaround after 1 p.m. ET, following a weak 3-Year Treasury auction.The 3-year auction ended...
How does the Israel-Hamas war impact the financial markets and your investments, trades in stocks, gold, oil and forex?It all boils to Iran. Here are the opportunities in Treasuries, gold, oil, oil...
Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets. That includes human migration—or, to be more specific, weaponized...
Soaring bond yields have pushed the equity risk premium to the lowest level since 2002, signaling a potential equities sell-off.US Treasury yields have been hitting record highs lately as the Federal...