Market Overview

Federal Reserve Chairman Jerome Powell on Friday spoke the words that investors have longed to hear: the rate-hiking cycle is ending. Except that maybe it isn’t.Speaking at a conference last...

The US is dangerously close to triggering its debt ceiling limit, yet markets seem very relaxed.The 2011 episode shows us how political incentive schemes can instead drag negotiations until the very...

U.S. shares led rallies in equities markets around the world in the trading week through Friday, May 19, based on a set of ETFs. The rest of the major asset classes lost ground.Vanguard Total Stock...

The risk of recession remains elevated, according to several indicators, but the soft-landing scenario isn’t dead. Support for the relatively upbeat outlook includes estimates for second-quarter...

Despite the stock market rally so far in 2023, the S&P 500 Index has not come close to regaining its all-time high put in early last year.What has soared to new highs, however, is the stock/bond...

Warnings that the US economy is close to the tipping point for recession have endured for months, but the expansion keeps surprising on the upside. More of the same is likely for the immediate future...

Every couple of years, it seems, the world watches in apprehension as the U.S. president and Congressional leaders play chicken over the nation’s debt limit. If the so-called ceiling can’t...

Losses took a toll on markets worldwide, with US stocks and bonds posting the smallest setbacks last week, based on a set of ETFs representing the major asset classes. By contrast, commodity and...

In this video, we'll delve into the US government's debt crisis and the nail-biting suspense of Congress waiting until the last possible moment to act.I discuss the two biggest risks to the financial...

Retailers will be the last group to deliver financial results in the Q1 reporting season. The retail sector has underperformed the broader market by a wide margin in 2023. Despite the gloomy...

The April update on US consumer inflation was widely reported as delivering another round of encouraging news. But a closer look at a broader set of inflation metrics suggests that further progress on...

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed...

The April PPI report came in on the disinflationary side, and as a side note, unemployment claims jumped to the highest level since 2021. This has inflation-centric gold bugs scattering out of the...

Knowing what is priced in for Fed rate hikes or cuts is essential to understanding market movements.This video shows where to find changes in interest rate expectations and how to interpret the...