Market Overview Analysis & Opinion

As the U.S. prepares for its upcoming elections, a storm of disinformation is sweeping across the political landscape, with social media platforms being used as powerful amplifiers. Among these...

Macro clouds remain on the horizon. Wherever you look at, you see unsustainable economic models: we are either relying on debt-fueled growth (US), trying to squeeze exhausted growth models (China),...

US investors paused for breath after a heady run which had propelled the Dow Jones and S&P500 to record highs, as wider concerns loomed into view. Escalating tensions in the Middle East continue...

Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?" We wrote: "Bond investors may be expecting too many interest-rate cuts...

The latest odds seem to be leaning in favour of Donald Trump winning the US election once again. Polling markets now show the former president is ahead of the current vice-president Kamala Harris and...

The bull market celebrates its two-year milestone, maintaining strong growth. Investors watch closely to see if the rally aligns with historical bull market patterns. Sustained market momentum...

The market environment has changed dramatically from that which defined the past two decades. Interest rates are significantly higher which should bring equity valuations down though that is not the...

MON: PBoC LPR TUE: NBH Announcement, IMF World Economic Outlook WED: BoC Announcement THU: EZ/UK/US Flash PMIs (Oct) FRI: PBoC MLF (TBC), CBR Announcement, Japanese Tokyo CPI (Oct), German Ifo...

Welcome to Investing.com UK Friday highlights! This week, we hand-picked a variety of analyses written by Adam Harris, Ismael De La Cruz, Lance Roberts and Frank Holmes. The articles include topics...

Recent economic data has lifted CapitalSpectator.com’s median growth estimate for the upcoming third-quarter GDP report. Using a variety of sources to generate a median nowcast, today’s revision...

Yesterday, the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate from 3.2% to 3.4% following a roaring September retail sales report (chart). Real consumer spending was revised up...

Active exchange-traded funds (ETFs) are on everyone's lips these days. Every second article discusses the incredible growth of this ‘new idea’ of active ETFs and how they impact the ETF landscape and...

The luxury of labour hoarding is coming to an end in the eurozone as corporate profits dwindle. And that’s going to mean wage growth will ease, unemployment will tick up and we’ll see more...

The US economy continues to defy the recession forecasts that received much attention in the summer. The primary drivers of economic resilience: strong growth in payrolls and consumer spending. By...