Market Overview Analysis & Opinion

Here is a trillion (dollar) reasons why the US economy is likely to hold up until elections: between now and then, Yellen is likely to drain the Treasury General Account (TGA) and unleash a wave of...

CHANGE: US markets are supersized and dominate global stocks, bonds, and currencies. This makes any changes to their underlying market ‘plumbing’ disproportionately important. On May 28th...

In this 10min video I cover a scan of all the potential signals the markets are giving as well as the ways in which they may not unfold (the risks). I find it especially important to talk about the...

The bulls were slightly on the back foot yesterday as the drop from 8120 gained some momentum and Meta drove the bears into a bit of a frenzy. More tech earnings this evening as well with concern that...

Stocks finished flattish on the day, but we are moving into the busiest part of the week. Now that Meta’s results are out of the way, we will have GDP and PCE to finish the week off, along with...

To be successful, active investors have to watch (and create) indicators that the mainstream media do not follow.Trading is hard, requiring discipline and a strict set of rules. Today, we look at a...

The average 12-month trailing yield for the major asset classes has ticked up so far this year, based on a set of proxy ETFs through yesterday’s close (Apr. 23) vs. early...

The bad news is that the contraction in the money supply appears to be over. That’s not bad news per se (see below), but it’s bad in that the anti-inflationary work that was happening is...

Stocks rallied yesterday as bond yields stalled, the dollar weakened and spreads narrowed. The rally came after six straight days of losses and wasn’t very impressive. After climbing around...

US Treasury bond yields have been moving higher for the past 4 years.Furthermore, the rally marks the largest 200-week rally in 10-year yield history. Wow! So today, we ask, are yields tired...

As global economies navigate post-pandemic recoveries, central banks face the dilemma of fostering growth while keeping inflation in check. While market pundits may debate the course of action, rate...

The Bank of England is turning dovishThe Bank of England is trying to tell us something, and markets are finally starting to take notice. Bank of England Governor Andrew Bailey has hammered home the...

In this episode, we shine a spotlight on Debt Capital Markets, a crucial yet often overlooked business function within major investment banks like J.P. Morgan, Bank of America (NYSE:BAC), and...

In this detailed technical analsysis video from Chief Market Analyst Adam Harris: Is the old adage of ‘sell in May and go Away’ still true? This next week will surely see some markets...