Market Overview

Gold Sets an All-Time High on Rising Rate Cut Expectations and Persistent Geopolitical Risks The gold (XAU) price rose 0.59% on Wednesday as investors continued to expect an easing of the US monetary...

Federal Reserve (Fed) Chair Jerome Powell’s testimony before Congress went smoothly yesterday. He said that the Fed will certainly cut the interest rates this year and that he’s not...

The few winners of global recession will use the decline as a means to break the chokehold of unproductive BAU elites. That the global economy is slipping into recession is self-evident. What's not...

Fed Chair Jerome Powell is scheduled to testify in the House today (Wed., Mar. 6) and markets will be all ears on topics that offer guidance on the outlook for interest-rate cuts.The current consensus...

In 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, inflation is higher than the Fed’s target, economic growth is above historical trends, and financial...

Gold soars to new record highs as Fed chief prepares to testifyBitcoin also hits all-time peaks, but retreats alongside tech stocksBank of Canada rate decision and UK budget on the menu tooGold...

Stocks fell sharply yesterday, ahead of Jay Powell’s testimony today. It would be great if Powell acknowledged how much financial conditions have eased and that easing conditions could undermine...

In late 2022, I often said that while I didn’t think it would be severe I figured we would have a recession in 2023 because we had never seen an energy spike at the same time that the Fed was...

Though the economy is stable and markets are bullish by definition of price trends, the underpinning is anything but healthy.The U.S. national debt is rising by $1 trillion about every 100 daysOf...

ISM non-mfg. PMI awaited ahead of Powell’s testimony and NFPYen slide pauses after accelerating Tokyo CPIsAussie and kiwi slip as China announces ambitious growth targetEquities retreat ahead of...

Despite a slight slowdown, the economy continues to thrive and the chances of a rate cut at the March 20 meeting stand at a minuscule 2%. In this piece, we will consider the recent statements from...

XAU/USD Reaches a 3-Month High on Rising Expectations of a Rate Cut by the FedThe gold (XAU) price surged over 2,100 on Monday, driven by increased chances for an interest rate cut in June by the US...

China wants to grow 5% this year, create around 12 mio jobs in the urban area, and print a 3% inflation. Targets are ambitious – especially the inflation target - given that the base effect will...

To be sure, what I like to call "Fed Expectations" has been the primary driver of market action for some time now. You know the drill. When economic data or Fedspeak supports the idea of rate cuts in...