Market Overview Analysis & Opinion

A late afternoon push from the bulls yesterday ahead of the Easter weekend (markets closed Friday and Monday don't forget!) which saw the FTSE100 pull away from the 7900 level and bring 8000 into play...

At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are weighing on the economy.” His comments seem sensible, given the following:The Fed is reducing its...

CRYPTO: Retail investors are sticking with the big tech sector and crypto investments that have served them so well in 2023 and this year. This is according to our latest global survey of 10,000 DIY...

As the steadier measures of inflation (core, median, or sticky depending on your preferences) have started to overshoot expectations slightly – the y/y measures continue to decline, but slower...

After a volatile 2023, CEO confidence seems to be rebounding in 2024. A number of readings on CEO sentiment, including our own Late Earnings Report Index (LERI), seem to be indicating that...

In the following article, we'll explore why neither the overall market nor the Magnificent 7 are in a speculative bubble. Feeling dizzy amidst all this potential upside? I'll introduce you to a...

It will be a strange week, given the calendar’s lunar eclipse on Monday and the market’s closure on Friday. Add to that a PCE report on Friday, the day the market is closed, and a Jay...

MON: US Building Permits (Feb), UK GDP (Q4). TUE: US Durable Goods (Feb), US Richmond Fed (Mar). WED: Riksbank Announcement (MPR), SARB Policy Decision; Australian CPI (Feb), Spanish...

Fed remains on course for 3 interest rate cuts this year. Meanwhile, SNB has surprised the market with an interest rate cut. And, the Bank of England won't rush a pivot. In 2024, invest like the big...

It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting...

Since the beginning of March, the S&P 500 has been undergoing a nice consolidation, which passed between the day before yesterday and yesterday.However, the index did manage to hit the upper trend...

The Federal Reserve lifted its outlook for core PCE inflation in 2024 but reaffirmed expectations that interest rates will probably fall by the end of the year. Despite the apparent conflict, the...

Four fairly quick observations on this Federal Reserve meeting day, not all of which have anything to do with the Fed:1. The FOMC today announced unchanged policy for now on the overnight interest...

The sharp runup in US inflation in 2021-2022 revived the idea that a so-called real assets portfolio is crucial for asset allocation strategies.But with the peaking of inflation in mid-2022,...