Market Overview Analysis & Opinion

Friday’s payrolls data for February dispatched another upside surprise, reaffirming the now-consensus view that recession risk is low for the US economy.Hiring rose 275,000 last month, beating...

Animal spirits are running loose. Bitcoin just hit all-time highs; NFTs of penguins and monkeys selling for over $500k; Virtually bankrupt stocks like Carvana (NYSE:CVNA) rallying to the...

This week will be dominated by inflation data and the bond auction returning to the 1 PM ET time slot. Today, a 3-year Treasury auction will be at 1 PM ET.Tuesday will release the highly anticipated...

The Biden team keeps talking about how they can’t believe how underwater the President’s poll numbers are when the economy is so frickin’ good. “As soon as people figure out...

Week Ahead 11-15th MarchSAT: Chinese Inflation (Feb) SUN: Japanese GDP (R) MON: Eurogroup Meeting; Norwegian CPI (Feb) TUE: NBH Announcement, EIA STEO, OPEC OMR; UK Labour Market Report (Jan/Feb), US...

Several indicators of investor sentiment are showing rising “greed” levels. And when investors get greedy, it tends to imply that we are nearing a top.But, I am unsure why greed levels are...

Presidential elections and market corrections have a long history of companionship. Given the rampant rhetoric between the right and left, such is not surprising. Such is particularly the case over...

Economic activity remains on a path to slow in the next month’s release of first-quarter GDP data, according to the median nowcast via a set of estimates compiled by CapitalSpectator.com.The...

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...