Market Overview Analysis & Opinion

Generative AI is already showing up in topline growth Some of the largest US technology companies expect to profit significantly from generative AI. To deploy generative AI on a worldwide scale, we...

WOMEN’S DAY: Friday is International Women’s Day (IWD). A reminder of the significant progress women have made in business and markets. But also, the long road ahead. The roots of IWD are...

In this episode, our team delves into the stark differences between two of Wall Street's heavyweights and their conflicting predictions for the future of US stocks. We also uncover the driving forces...

Fed Chair Jerome Powell is scheduled to testify in the House today (Wed., Mar. 6) and markets will be all ears on topics that offer guidance on the outlook for interest-rate cuts.The current consensus...

In 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, inflation is higher than the Fed’s target, economic growth is above historical trends, and financial...

PROXY: With Q4 earnings season almost over, focus will shift to shareholder annual general meetings and ‘proxy voting’ season. This ramps up to a May peak and is one of the most important...

In late 2022, I often said that while I didn’t think it would be severe I figured we would have a recession in 2023 because we had never seen an energy spike at the same time that the Fed was...

Though the economy is stable and markets are bullish by definition of price trends, the underpinning is anything but healthy.The U.S. national debt is rising by $1 trillion about every 100 daysOf...

BULL MARKET: The start of a bull market has many definitions, from a 20% gain off lows to the more broadly accepted new all-time-high. The S&P 500 met this on January 19th and has...

Bitcoin and gold were both top of mind at last week’s 2024 Investment U Conference in Ojai, California, which I had the privilege of presenting at. There was a rumor circulating that the Bitcoin...

A lot is happening this week with key data and earnings in the offing. Powell, the ECB, and Broadcom (NASDAQ:AVGO) earnings have the potential to be market movers.As discussed on Thursday, the Nasdaq...

In the podcast, we covered several global macro themes and investment opportunities.Macro is back, and it’s impacting markets everywhere you look. We discussed the chart above: it shows the...

Week Ahead 4th - 8th MarchMON: Swiss CPI (Feb), South Korean GDP (Q4), Japanese Tokyo CPI (Feb), TUE: US Primary Super Tuesday, Chinese Caixin Services PMI Final (Feb), EZ/UK/US Services and Composite...

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