Market Overview

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...

The world is full of economic concerns. Inflation, economic slowdown, global trade, and international war.So what’s next? Today’s chart might share a glimpse into the future. Below is a...

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...

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...

The US Federal Reserve raised rates by 0.25% last week, increasing its benchmark rate to between 5% and 5.25%: The highest since 2007.Although most investors expect that this latest hike will be the...

Today an investor can earn a 4%+ return with zero risk. For the last 15 years, such would be called a pipe dream. Today it’s reality. Consequently, investors face a risk-free rate not far...

Investors have been asking themselves when and if we will see a real credit crunch. I think that’s the wrong way to phrase the question. Data shows we are already in a credit crunch.The real...