Market Overview

The Fed raised interest rates by 0.25%, as expected Fed Chair Powell expressed uncertainty about achieving the 2% inflation target by 2025 Meanwhile, markets fluctuated and closed with uncertainty...

Jerome Powell and his colleagues endlessly reassert their “higher for longer” plan for interest rates. They aim to weaken economic growth, bringing inflation back to pre-pandemic levels....

Tomorrow’s initial estimate of US economic activity by the government for the second quarter (scheduled for Thursday, July 27) is expected to report that a moderate expansion continues, based on...

The Federal Reserve is expected to raise interest rates by 0.25% on Wednesday to the highest since 2001. Despite hawkish warnings from Fed Chair Powell, the majority of traders are betting that this...

There’s an aspect of the higher interest rate structure we are now blessed/cursed with that hasn’t gotten as much airplay, but which is great news for dealer desks and also a good thing...

This is one of the most popular and yet misleading charts in macro.People like simple narratives: the Fed is ''pumping money'' into the ''system,'' and that's why equity markets go up. That’s...

ESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The push of “woke activism” on, and by companies, to meet nebulous or artificial standards has...

In Q1, Intel suffered the biggest loss in its history after its revenues plunged 36%. The chipmaker presents results on July 27 and is expected to post losses similar to Q1. Can Intel's ambitious...

Following countless recession predictions, the US economy is still churning.In the latter half of 2022, recession announcements began in earnest. In June ’22, 68% of economists believed...

All signs point to a final U.S. interest rate hike in this cycle And yield-curve inversion continues to indicate a high risk of recession Meanwhile, Nasdaq 100 keeps inching closer to all-time...

Across-the-board rallies in all the major asset classes last week strengthened year-to-date performances in markets around the world based on a set of ETFs. The downside outlier: a broad measure of...

This week’s news on consumer inflation supports the case for expecting that the Federal Reserve’s interest rate hikes are approaching the end game. The basic calculus is that are...

The Nasdaq has been the top performer on Wall Street this year, thanks to easing inflation and receding fears over further rate hikes. As such, I used the InvestingPro stock screener to search for the...

High volatility is expected ahead of U.S. CPI data release Both the CPI and core CPI are expected to decline, primarily due to the base effect And, odds of a 0.25% interest rate hike at the upcoming...