Market Overview Analysis & Opinion

Week Ahead 5th-9th FebruaryMON: Japanese Jibun Final Composite/Services PMI (Jan), Chinese Caixin Final Services PMI (Jan), German TradeBalance (Dec), EZ/UK/US Final Composite/Services PMI (Jan), US...

After an upbeat January, investors should brace for sharp swings in the weeks ahead as the new month kicks off. February is expected to be a difficult month on Wall Street amid several major...

The long-term return forecast for the Global Market Index (GMI) continued to ease in January, dipping to an annualized 6.6% total return, based on the average for three models (defined below).GMI is a...

This week, we discuss the following questions: The US Federal Reserve and the Bank of England hold rates but what did they have to say about the timing of rate cuts? Microsoft (NASDAQ:MSFT) continues...

Stocks rebounded yesterday ahead of today’s job report, with expectations for 185,000 new jobs to have been created, down from 216,000 last month.Meanwhile, the unemployment rate is expected to...

As FOMC rides into the sunset until March, the US Dollar Index is left to fend for itself amid the hawkish (or at least not yet dovish) echos of Jerome Powell’s assertion that the market should...

The Fed disappointed markets yesterday, crushing March rate-cut hopes. This should have been expected as the central bank's priority is to eliminate any possibility of inflation returning. As...

By Padhraic GarveyWe are a bit surprised the market has not moved more on the Fed’s firm preference for a holding pattern on rates. Bottom line we see pressure for yields to edge higher on a...

Throughout 2023’s second half, financial publications Fisher Investments UK reviews touted cooling European and US inflation (broadly rising prices across the economy). Yet price levels for many...

Will last week’s news of substantially stronger-than-expected growth for US economic output in 2023’s fourth quarter extend into this year’s Q1?It’s too soon to make...

Amidst the swirling currents of financial markets, consensus often steers towards a singular expectation. Currently, the prevalent sentiment is leaning towards the anticipation of rate cuts by the...

The Federal Reserve is all but certain to leave rates unchanged at its January FOMC meeting. Fed Chair Powell could strike a more hawkish tone than expected in the post-meeting press conference. As...

Stocks got a bump late in the day after the US Treasury announced it would borrow $55 billion less than projected last quarter.It now expects to borrow just $760 billion in privately held net...

US markets ended a positive week with a largely forgettable session which was held back by a disappointing update from Intel (NASDAQ:INTC).The company missed estimates on its revenue forecast by some...