Market Overview Analysis & Opinion

Unnoticed by the vast majority of investors, a major macro regime change is underway. This could prove to be a catalyst for a major regime change in financial markets in coming years. Already it...

The USD had a good week, but is this just a bounce or something more? The fantastically bullish markets are due for a small pullback, and the cherry of all U.S. jobs numbers is out this...

In a recent discussion with Adam Taggart via Thoughtful Money, we quickly touched on the similarities between the U.S. and Japanese monetary policies. However, that discussion warrants a deeper dive....

As the 2024 presidential race intensifies, economic policies are once again at the forefront of national debate. Former President Donald Trump has signalled his intention to reinstate and possibly...

MON: US & Canada (Labor Day), EZ & UK Final Manufacturing PMIs (Aug), Chinese Caixin Manufacturing PMI Final (Aug) TUE: Swiss CPI (Aug), Swiss GDP (Q2), Turkish CPI (Aug), US ISM...

Whether you're brand new to investing or a seasoned veteran, few strategies can match this one for its consistent historical returns, clear action plan, and ability to let you sleep soundly at...

Even before the temporary import duties on Chinese electric cars into the EU were introduced, European carmakers were concerned that China would react with countermeasures. These fears now appear to...

The Eurozone will release its first reading of the August consumer price index on Friday. After a stubborn reading in July, investors will be wanting to know if prices have moderated again, enough to...

The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure We know the story. A disgusting virus spread across the world, terrorizing society into...

If a recession in the US has started or is imminent, the threat has yet to show up in the latest run of nowcasts for third-quarter GDP. That’s no guarantee that the economy will continue expanding,...

US markets began the final week of the month in mixed fashion, with tech stocks weighing but the less exposed Dow Jones index nudging to a closing record high. The traditionally quiet month of August...

There’s a lot of controversy over AI. The passion of those for and against its propagation is almost religious in nature, with zealots and heretics. The zealots believe that AI is a revolutionary...

Last week, before she accepted the Democratic Party’s nomination for president, Vice President Kamala Harris threw her support behind President Joe Biden’s tax proposals for 2025, which include a...

There is a very interesting case to be made for investing in the “old economy” today. Sentiment toward commodities and their producers has fallen to a degree of extreme bearishness you would expect...