Market Overview Analysis & Opinion

The next round of central bank decisions could rank among the most challenging in recent history, perhaps in decades. Policy hawks and doves can cite a fair amount of evidence for supporting their...

UK inflation came in higher than anticipate din October, confirming it is back above the Bank of England’s (BOE) target. Headline CPI rose 2.3% from the same time last year, from 1.7% in September...

Mark Cuban Says Trump’s Tariff Proposals Will Ramp Up Prices- Business Insider Fed’s Kashkari Says Trump Tariffs Could Reheat Inflation If They Provoke Global Trade War- CNBC Blanket Tariffs Would...

In this episode, Anthony chats with Filip Tomasik, who opens up about his journey from a non-target university to landing roles in investment banking and private equity. Filip shares his take on...

Rates dipped slightly yesterday, with the 10-year Treasury falling by about two basis points and the dollar index declining by 40 basis points, providing some relief to risk assets. Given the...

Fourth-quarter economic output for the US looks set for another downshift, based on CapitalSpectator.com’s initial GDP nowcast. The estimate reflects the median for a set of nowcasts published by...

The Trump trade faltered further at the end of last week, as investors switched attention to the economic implications of the new regime. The twin concerns of reigniting inflation and deepening the...

A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As a result, the market...

Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on Friday in prepared remarks for a speech [starts at 19:00] to business leaders in...

This week is all about Nvidia (NASDAQ:NVDA), as the market anticipates the company’s fiscal third-quarter results. The biggest question is whether the AI giant will continue beating expectations by...

As President-elect Donald Trump announced his nominees for the top positions on his national security and foreign policy teams, one theme stood out: A confrontational approach in relations with Iran...

As the market has now struck the upper end of my long-term target set many years ago, it seems many have embraced this bull market, to the extent that they see no reason for it to end. However, that...

Almost any way you measure it, the stock market is as overvalued today as it has ever been. Clearly, investors are not worried about the potential for inflation to prove problematic for monetary...

2% CPI is a headline you won't find in today's Wall Street Journal. The reason is that official inflation gauges, such as CPI, are in the mid to upper 2% range. Last Wednesday, for instance, the...