Market Overview

High and still-rising core inflation across developed countries Focus on Jackson Hole meeting starting Thursday Fed has not been challenged yet, but eventual crisis is likely Against that backdrop,...

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...

The Inflation Reduction Act, which will likely be passed by Congress this week, contains multiple provisions impacting the energy industry in the U.S. Here is how traders and investors in energy and...

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...

U.S. added more than double the jobs forecast in July Fed policymakers have had to affirm strong action to tame inflation Bank of England is under attack as inflation rages The U.S. is likely to slip...

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...