Market Overview Analysis & Opinion

The economic calendar is a vital tool for understanding the ebbs and flows of the market. By keeping an eye on key indicators such as CPI, Core PCE, GDP, consumer confidence, and unemployment rates,...

US: Payrolls expected to rise by just under 200K The jobs report will be the main focus in the US next week. Payrolls are expected to rise by just under 200k, but once again are likely to be...

Week Ahead 1-5th AprilMON: BoJ Tankan Survey (Q1), South Korea Prelim Trade Balance (Mar), Chinese Caixin Manufacturing PMI Final (Mar), US ISM Manufacturing PMI (Mar), US S&P Global Manufacturing...

A late afternoon push from the bulls yesterday ahead of the Easter weekend (markets closed Friday and Monday don't forget!) which saw the FTSE100 pull away from the 7900 level and bring 8000 into play...

At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are weighing on the economy.” His comments seem sensible, given the following:The Fed is reducing its...

CRYPTO: Retail investors are sticking with the big tech sector and crypto investments that have served them so well in 2023 and this year. This is according to our latest global survey of 10,000 DIY...

After a volatile 2023, CEO confidence seems to be rebounding in 2024. A number of readings on CEO sentiment, including our own Late Earnings Report Index (LERI), seem to be indicating that...

In the following article, we'll explore why neither the overall market nor the Magnificent 7 are in a speculative bubble. Feeling dizzy amidst all this potential upside? I'll introduce you to a...

It will be a strange week, given the calendar’s lunar eclipse on Monday and the market’s closure on Friday. Add to that a PCE report on Friday, the day the market is closed, and a Jay...

MON: US Building Permits (Feb), UK GDP (Q4). TUE: US Durable Goods (Feb), US Richmond Fed (Mar). WED: Riksbank Announcement (MPR), SARB Policy Decision; Australian CPI (Feb), Spanish...

The US economy remains on track to post a moderate growth rate in the upcoming first-quarter GDP report, but the expansion shows signs of slowing.Output for the January-through-March period is...

Fed remains on course for 3 interest rate cuts this year. Meanwhile, SNB has surprised the market with an interest rate cut. And, the Bank of England won't rush a pivot. In 2024, invest like the big...

It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting...

Since the beginning of March, the S&P 500 has been undergoing a nice consolidation, which passed between the day before yesterday and yesterday.However, the index did manage to hit the upper trend...