Market Overview Analysis & Opinion

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...

In this week's market analysis video, Chief Market Analyst Adam Harris covers Forex, Commodities, Indices, some bonds and Cryptos.The charts show some room for USD strength in FX, while the indices...

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...

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,...

The Fed added Quantitative Easing (QE) to its monetary policy toolbox in 2008. At the time, the financial system was imploding. Fed Chair Ben Bernanke bought $1.5 trillion U.S. Treasury and...

Markets are on edge ahead of the Federal Reserve’s latest policy meeting. I believe the Fed will lean hawkish with its messaging as inflation fears return. Contrary to the consensus view, there...

It was an implied volatility day yesterday ahead of the VIX expiration this morning. The important level for the VIX is 14, and as of yesterday, the VIX closed at 13.8.Vixperiation officially...