Market Overview Analysis & Opinion

The BoE seems more reticent than other central banks to endorse rate cuts Expect the Bank to drop its tightening bias Markets seem more sensitive to dovish nuances of late Four scenarios for the Bank...

US: Federal Reserve expected to keep the Fed funds target range unchanged at 5.25-5.50% UK: Bank of England to drop tightening bias but remain cautious on rate cuts Hungary: NBH cuts rates by 100bp...

The only thing that was genuinely surprising in yesterday’s fourth-quarter report on US economic activity was the strength of the increase.The positive directional bias, by contrast, has been...

As money market account balances soar, the mainstream media again proclaims, “There is $6 trillion of cash on the sidelines just waiting to come into the market.”No? Well, here it is...

Warren Buffett, the iconic "Oracle (NYSE:ORCL) of Omaha," is a testament to the success of simplicity in the investment world. Renowned for his common-sense approach to investing, Buffett's strategies...

Driven by robust consumer spending, US GDP grew faster than anticipated in Q4 2023. The US gross domestic product (GDP), a key indicator of economic growth, grew slower in Q4 than the previous...

By Mobeen Tahir - Director, ResearchIn November, a Virgin Atlantic Boeing 787 took off from London’s Heathrow Airport, flew across the Atlantic, and landed in New York. But there was something...

The Bureau of Economic Analysis appears set to report tomorrow (Jan. 25) that US output slowed sharply in the fourth quarter after Q3’s unusually strong gain.But Thursday’s GDP report is...

Part One of this series highlights how the government’s fixation with full employment and the Fed’s belief in the faulty Phillips Curve model from 1965 to 1982 fueled multiple bouts of...

One of the successes the Federal Reserve can tout from the last couple of years (and the list of them is pretty short, to be fair) is that after the unprecedented policy actions during COVID caused...

Just to remind you, a few weeks ago, I wrote an article which outlined the potential for a major bear market lasting between 13 and 21 years. In fact, this may even cause a long-term depression. And,...

In 60 seconds, I share the 3 things to watch this week.

Contrary gloomy predictions, investors that bought the 2022 dip are now sitting on juicy returns as the S&P 500 hits a new high Likewise, investors that resisted the selling pressure of the last...

The S&P 500 has hit a new record high after 512 trading days - one of the largest negative streaks in history Meanwhile, hedge funds hold the highest level of Nasdaq 100 purchases in almost seven...