Market Overview

Emergency Fed support for banks is at Great Financial Crisis proportions on some measures. Deposit flight from smaller banks remains a worry to boot. It should not be, but is. That said, there is...

No banking contagion news allows rates to jump back, but we doubt more than one Fed hike can be priced by the curve. This means the 2Y hovering around a 4% yield. Euro rates have more upside on a...

The first 2 weeks of April are the hardest to trade. Find out why and tips on how to improve your chance of profits.

Cryptos The SEC has filed a lawsuit against the CEO of the largest cryptocurrency exchange, Binance. For many, this event had been a long time coming since Binance had mostly closed its doors to...

Nearly all the components of the major asset classes posted gains last week, based on a set of proxy ETFs. Real estate shares in the US and around the world were the downside exceptions, based on...

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 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...

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...

As the Fed started lifting interest rates aggressively in early 2022, pundits almost universally declared the end of the housing market. Taking the rather lazy approach of projecting what happened in...

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...

Gold Today will see further volatility in gold. The price activity over the last two days has been poor, but remember that the price is already flirting with its all-time high. As a result, it is very...

“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...