Market Overview Analysis & Opinion

Today is NFP news at 1330 and the markets have been on tenterhooks this week ahead of that, as it will give more clue on the imminent rate cuts or not. The forecast is 164k, up from 114k previously,...

It certainly seems that technological advances make our lives better. Instead of writing a letter, stamping it, and mailing it (which was vastly more personal), we now send emails. Rather than...

Commodities were doing well — beating bonds and real estate and keeping up with global equities —until June 2024 (Figure 1). July was a bad month for the asset class and the cross-market volatility...

Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia (NASDAQ:NVDA) a subpoena related to a potential antitrust investigation. We...

The current lineup of US GDP nowcasts for the third quarter continue to indicate a softer but still solid growth rate. Wall Street is wondering if the upcoming payrolls report for August will change...

The US yield curve, which has been so closely looked at for the past two years, has disinverted for the first time since July 2022. The yield on 10-year bonds is ever so slightly higher than that on...

Stocks ended the day mostly flat, resembling a pause. It wouldn’t be surprising to see the market trade lower today, ahead of the payroll report, which is due tomorrow. Implied volatility will likely...

Part One of this article described the burgeoning bull steepening yield curve environment and what it implies about economic growth and Fed policy. It also discussed the three other predominant types...

We expect the Fed rate cut cycle to start soon and proceed gradually. Barring a financial crisis or a sharp and unexpected change in the path of inflation or unemployment, the upcoming rate-cutting...

September has just started and is already living up to its reputation of being the toughest month of the year for stocks. The stock market sold off after the open and August's weak M-PMI report was...

A new growth scare? Why is everyone so downbeat? The Fed is thinking of a panicky 50bps cut. Keir Starmer wants to tell us it’s all pain and no gain. Well I say no to the doomsters and the...

Stocks fell sharply yesterday, with the S&P 500 down more than 2% and the Nasdaq 100 dropping 3.15%. These declines aren’t entirely unexpected, and some of the drop is due to the end-of-day surge...

Competition to build the dominant model intensifies further The competition to become the leading generative AI company is ramping up. There are currently five cutting-edge LLMs according to...

Fisher Investments UK Reviews Why Gold Loses Lustre Long Term When Fisher Investments UK reviews assets most likely to deliver on investors’ long-term financial objectives, we find gold inferior to...