Market Overview

Earnings can cause volatility, despite being backward-looking. When Powell speaks this week, will he settle the market debate on whether the Federal Reserve has pivoted? Dollar hit its highest weekly...

Fed officials gather for their annual symposium in Jackson Hole next week Remain under pressure to fight inflation, without creating a market tantrum I expect the Fed to push back against rising...

Apple is less than 5% shy of its all-time high after the past two-month rally The world’s most valuable company significantly influences the S&P 500 Index due to its $2.8 trillion market...

Inflation remains at high level even if price increases slow down Jackson Hole may address questions on quantitative tightening Looming recession complicates QT in the U.K. and Europe U.S. consumers...

CPI report was a positive surprise, but Median CPI rose at a 6.3% Surprise caused by large moves in small ‘tail’ items rather than a broad lessening of pressures More stories about how...

After the longest rally in 2022, I remain bearish. Sorry. Big Short's Michael Burry warns winter is coming; bond traders dismiss stock rally as "misguided euphoria." Here's what might change my...

Chinese equities sharply outperformed U.S. markets in May and June but not July After awful one-year returns, China market could be a buy FXI’s bullish seasonal trend is something to consider...

Earnings show that companies (except for the banking sector) managed to pass on inflation almost entirely to the final customer Costs have increased considerably, pressuring margins—especially...

Last week was positive for most stock markets around the world Bullish sentiment increased 2.8 points to 30.6% Friday's U.S. employment figures pose a big short-term risk Led by a +2.15% rebound on...

Money illusion has made the energy spike look worse than it is The CPI report is this week; Will median show any sign of peaking? Wages do not appear to be slowing at all. Last week, I mused about...

Is there a recession, and to what extent is politics involved? Was last week a fluke? Why I think there currently is or will be a recession, according to all definitions. How should I interpret a week...

U.S. inflation data, Fed rate hike expectations, more earnings in focus. Roblox stock is a buy ahead of Q2 results, due Tuesday. Rivian shares set to struggle amid ongoing headwinds. Stocks on Wall...

Following FOMC meeting, markets have been pricing a kinder Fed But Fed governors and board members have been pushing back May turn out that markets have made a massive miscalculation The pivot to a...

Back-to-school shopping season underway Another record year of spending expected Consumer Discretionary sector performed best since the market low The back-to-school shopping season is in full swing...