Market Overview Analysis & Opinion

After the US regional banking crisis and the forced takeover of Credit Suisse (SIX:CSGN) sent shockwaves through global markets, concerns over the risk of contagion rippled across the financial...

Yesterday’s post reviewed the mixed signals for US recession risk based on CapitalSpectator.com’s proprietary business-cycle indexes. Today’s follow-up will take a deeper look...

Wall Street went up yesterdayWednesday has been a positive day for the US stock market.All three major US indexes closed in profit.The S&P 500 finished at +1.42%, the Nasdaq ended the trading...

An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want to rethink their logic and review the charts.The second largest U.S....

Despite warning signs flashing from several indicators, the U.S. economy is expected to report moderate growth in next month’s “advance” GDP report for the first quarter, based on a...

In 1992, judge Giovanni Falcone was killed by the Sicilian mafia.Falcone and his colleague Borsellino were at forefront of major investigations that uncovered much of the mafia’s business and...

Emergency Fed support for banks is at Great Financial Crisis proportions on some measures. Deposit flight from smaller banks remains a worry to boot. It should not be, but is. That said, there is...

No banking contagion news allows rates to jump back, but we doubt more than one Fed hike can be priced by the curve. This means the 2Y hovering around a 4% yield. Euro rates have more upside on a...

CryptosThe SEC has filed a lawsuit against the CEO of the largest cryptocurrency exchange, Binance. For many, this event had been a long time coming since Binance had mostly closed its doors to...

Nearly all the components of the major asset classes posted gains last week, based on a set of proxy ETFs. Real estate shares in the US and around the world were the downside exceptions, based on...

Recession indicators are ringing loudly.Yet, the Fed remains focused on its inflation fight, as repeatedly noted by Jerome Powell following this week’s FOMC meeting. He specifically made two...

MON: German Ifo Survey (Mar). TUE: NBH Policy Announcement, US Advanced Goods Trade Balance (Feb), US Richmond Fed (Mar). WED: CNB Policy Announcement, Australian CPI (Feb). THU: SARB Policy...

The markets are anticipating the March interest rate hike being the last. Some asset classes hit hard in 2022, such as bonds, gold/silver futures, Bitcoin, and tech stocks, are rebounding. As the fed...

In this episode, Piers and I take a look at the Deutsche Bank (ETR:DBKGn) whose shares have fallen as much as 15% at the time of recording on Friday, dragging the entire European banking sector with...