Market Overview Analysis & Opinion

Economists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street economists. To wit: “In the latest quarterly survey by The Wall Street Journal, business and...

Stocks finished the day lower and were saved by a drop in rates following a solid 7-year auction. This pushed Treasury rates lower in the second half of the trading session.It allowed stocks to rally...

In this podcast episode, we take a deep dive into the numbers of Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL) (Google) who had a mixed reception on Wall Street as the AI battle rages and Cloud...

Tomorrow’s release of third-quarter economic data is expected to show that US output accelerated, based on GDP nowcasts from several sources compiled by CapitalSpectator.com.The Bureau of...

In January 2023 the clues appeared to be aligning in favor of an end to the Federal Reserve’s rate hikes. It was a false dawn – the Fed lifted its target rate four times in subsequent...

The rotation towards bonds continued, with equity investors under pressure from any number of angles.Escalating tensions in the Middle East and Treasury yields topping 5% for the first time since just...

Restrictive monetary conditions, from higher yields and tighter lending conditions, are the Fed’s “Waterloo.”If you don’t remember, the “Battle of Waterloo” was...

The US 10-Year Treasury yield briefly crossed above the 5% mark yesterday — the highest since 2007 — before settling at 4.98%, based on Treasury.gov data.For buy-and-hold investors, the...

MON: Bank of Israel Announcement, EZ Consumer Confidence (Oct), US National Activity Index (Oct) TUE: German GfK Consumer Confidence (Nov), EZ/UK/US Flash PMIs WED: BoC Announcement, NBH Announcement,...

Stocks experienced a turbulent day on Thursday after Fed’s Powell contributed to market volatility Investors were already grappling with rising bond yields, the ongoing Israel-Hamas conflict,...

Risk off: Wild moves in Treasury markets yesterday betrayed the rather febrile mood – the US 10yr Treasury swung 10bps as Fed chair Jay Powell spoke, kissing 5% for the first time in 16 years...

Markets remain unsteady and investors undecided, as rising Middle Eastern tensions and bond yields threaten to undermine any thoughts of an immediate rally.The end of the week could prove to be...

Yesterday was one of those days when Jay Powell should have passed on its latest interview session. The message was vague, and he didn’t seem to have many answers at times.What is clear to me is...

The golden years of retirement are eagerly anticipated by many as a well-deserved reprieve after decades of hard work. However, ensuring these years are as golden as you hope, demands more than just...