Market Overview Analysis & Opinion

In 1997, IBM (NYSE:IBM)'s Deep Blue defeated world chess champion Garry Kasparov, marking a pivotal moment in artificial intelligence (AI) history. This victory was a sign of things to come, with AI...

The recent run of forecasts from some corners that a US recession is imminent, or possibly already underway, continues to look premature. Although it’s short-sighted to dismiss various risks that are...

‘The stock market has risen too sharply, stocks are overvalued, there is a risk of overheating’. These are the main statements that we have read again and again in recent years, and increasingly in...

Beneath the surface of the latest UK CPI report, there are signs that the inflation story is slowly but surely moving in the right direction. That might sound weird, given that services inflation...

With investors eager for a rate cut, I believe the Federal Reserve will proceed with caution, opting for a 25bps reduction rather than a more aggressive 50bps cut. Cutting too much, too fast would...

Today’s retail sales report could be critical, especially if it comes in weak, as the market is currently uncertain about the number of rate cuts expected tomorrow. Currently, Fed Fund Futures show...

Global interest rate decisions take centre stage this week, with the most intriguing meeting likely to come from the Federal Reserve announcement on Wednesday. That there will be a cut from the Fed...

This week will feature critical central bank meetings, with the Fed on Wednesday, the Bank of England on Thursday, and the Bank of Japan on Friday. While the Fed will capture most of the focus in the...

The August jobs report highlighted a critical reality: the labor market is cooling off. While the headline figures seemed decent, the underlying data reveals clear warning signs that worker demand is...

The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all year so far. At the start of this year, the markets anticipated six to seven rate cuts in...

Welcome to our weekly recommendations of articles. This weeks handpicked articles were written by Jesse Cohen, Chinmay Pandya, Francesco Casarella, Charles-Henry Monchau and Adam Harris. Here are...

SAT: China Activity Data (Aug) MON: N/A TUE: EZ/German ZEW (Sep), US Retail Sales (Aug), Canadian CPI (Aug), US Industrial Production & Manufacturing Output (Aug), Business Inventories (Jul),...

Today’s revised estimate of US economic activity for the upcoming third-quarter GDP report continues to point to a slower-but-still-solid growth rate, based on the median nowcast for several...

Bank of England treading more cautiously than the Fed The Bank of England may have started cutting rates ahead of the Federal Reserve, but you wouldn’t know it listening to recent comments from the...