Market Overview

Recession indicators are ringing loudly.Yet, the Fed remains focused on its inflation fight, as repeatedly noted by Jerome Powell following this week’s FOMC meeting. He specifically made two...

The markets are anticipating the March interest rate hike being the last. Some asset classes hit hard in 2022, such as bonds, gold/silver futures, Bitcoin, and tech stocks, are rebounding. As the fed...

The stock market faces a crucial test next week, which will help determine the Fed’s next policy move. There will be a lot on the line when the latest core PCE price index comes out. Bank crisis...

On Wednesday, 22 March 2023, the Federal Reserve continued its fight against inflation and once again raised interest rates by 0.25%. This move causes concern since the present banking crisis has...

Yesterday’s quarter-point rate hike by the Federal Reserve was expected. However, there’s debate about whether another round of policy tightening is wise in the wake of recent bank turmoil...

The Fed understands that banking stress is ultimately disinflationary as the flow of credit to the real economy slows down and so does economic activity, and inflation with it.Markets are now busy...

With Silicon Valley Bank and Credit Suisse (SIX:CSGN) defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has been lower interest rates...

Ahead of the next FOMC meeting, here's a recap of what's actually behind the financial uncertainty.On March 22, the Federal Reserve will announce its next interest rate move at the Federal Open Market...

“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same?Last week, amid a rash of bank...

The Fed will decide on interest rates tomorrow, with a high likelihood of a 0.25% increase A pause in the rate cycle would undermine the Fed's credibility, while a 0.5% hike could create fear among...

In this week’s newsletter, we’re going to provide you with an inflation update based on some of last week’s important data releases and also share some general thoughts on risk...

The complex details of SVB's failure are still unknown, and the current state of affairs is driven by emotions Bond market volatility has risen to levels not seen since the Great Financial Crisis and...

March has historically been a graveyard for stock market predictions  As the situation in global markets grows increasingly uncertain, could we be looking at a repeat?   While the Fed...

The collapse of the Silicon Valley Bank rattled the markets, but the consequences are yet to be felt. In this report, we dive deeper into why we believe this is a systematic problem and why it creates...