Market Overview

Economists are facing an array of conflicting data. That gives each of them an opportunity to be partly right—inflation is surging, but maybe has peaked, interest rate increases will dampen...

Overall, mega-cap earnings don't lift markets S&P 500 sees worst daily drop on Friday since June 2020; worst monthly decline since pandemic start NASDAQ sees worst month since 2008 Equity bulls...

This article was written exclusively for Investing.comWith interest rates surging, stocks have grown more expensive on a relative basis. Over the past 10 years, an excellent way to measure the value...

This article was written exclusively for Investing.comFed-speak last week was designed to test market reaction to trial balloon of 75bps Markets clearly rejected the Fed’s inquiry in this...

Federal Reserve Chairman Jerome Powell has finally acknowledged that monetary tightening needs to go “a little more quickly,” telling an audience at the International Monetary Fund last...

Mega cap tech giants report earnings Fed's favorite measure, core PCE published Friday Thus far this earnings season, despite solid results, stocks have been taking a beating, even though they are...

This article was written exclusively for Investing.comThe last time mortgage rates were around 5%, the dollar index was over 97.50, oil was trading at over $75, and the 10-year rate was around 3%....

This article was written exclusively for Investing.comUS inflation at generational highs Eurozone CPI at record highs Equilibrium level of inflation may have shifted higher This past week, once again,...

Technology sector continues to underperform Fear continues to outweigh greed Both sides of the Fed inflation argument bearish for markets Investors await earnings in hopes of positive market...

MON: Chinese GDP (Q1), Industrial Production (Mar) & Retail Sales (Mar) TUE: RBA Minutes (Apr); US Building Permits/Housing Starts (Mar) WED: PBoC LPR; Japanese Trade Balance (Mar), EZ Trade...

Fed keeps becoming hawkish Yields surge to 3-year highs Investors will leave stocks to bonds and growth to value stocks A battery of new as well as ongoing headwinds will likely drive significant...

SUN: French Presidential Election. MON: Chinese CPI/PPI, UK GDP. TUE: German ZEW, UK Jobs Data, US CPI. WED: RBNZ, China Trade, BoC. THU: BoK, ECB, US Retail Sales. FRI: Good Friday. NOTE: Previews...

This article was written exclusively for Investing.comThe latest FOMC minutes seem to be very clear. The Fed is very anxious to get financial conditions to neutral, which means real yields need to...

The dreaded inversion of the yield curve has taken place as an emerging consensus that the Federal Reserve will be more aggressive in raising rates led to a selloff of US Treasuries—hitting the...