Market Overview Analysis & Opinion

The mixed news on inflation earlier this week and today didn’t help, but neither did sticky inflation news derail expectations that the Federal Reserve will start cutting interest rates in June....

Stocks finished mostly lower on the day, with the S&P 500 dropping 19 bps and the NASDAQ 100 falling by 83 bps.Today, we get PPI and Retail sales, and based on the VIX 1-Day, the market...

In the realm of global technology, semiconductors serve as the backbone of innovation, propelling advancements from everyday gadgets to sophisticated defence systems. The quest for semiconductor...

February's CPI report came in hotter than expected for the second straight month. Sticky inflation suggests the Fed could delay an anticipated June interest rate cut despite the market’s...

Social media users claiming to be Bougie Broke share pictures of their fancy cars, high-fashion clothing, and selfies in exotic locations and expensive restaurants. Yet they complain about living...

I must say that I didn’t see this one coming. Credit where credit is due, though: while Street economists were just a little low (consensus was +0.40% headline, +0.30% core), the CPI swap market...

Today's spotlight is on the crucial US CPI report, with estimates suggesting potential declines in both the monthly and annual core CPI. Market expectations project a decrease in the annual Core...

BRACED: US inflation is the most important number in markets. And markets seemingly braced for a hot US February inflation print today. After January’s upside surprise and Friday’s...

Animal spirits are running loose. Bitcoin just hit all-time highs; NFTs of penguins and monkeys selling for over $500k; Virtually bankrupt stocks like Carvana (NYSE:CVNA) rallying to the...

This week will be dominated by inflation data and the bond auction returning to the 1 PM ET time slot. Today, a 3-year Treasury auction will be at 1 PM ET.Tuesday will release the highly anticipated...

The Biden team keeps talking about how they can’t believe how underwater the President’s poll numbers are when the economy is so frickin’ good. “As soon as people figure out...

Week Ahead 11-15th MarchSAT: Chinese Inflation (Feb) SUN: Japanese GDP (R) MON: Eurogroup Meeting; Norwegian CPI (Feb) TUE: NBH Announcement, EIA STEO, OPEC OMR; UK Labour Market Report (Jan/Feb), US...

Several indicators of investor sentiment are showing rising “greed” levels. And when investors get greedy, it tends to imply that we are nearing a top.But, I am unsure why greed levels are...

US: We see a 0.3% MoM increase in February CPI Federal Reserve Chair Jerome Powell’s testimony to Congress was perhaps not quite as hawkish as feared in the wake of strong jobs, growth and...