Market Overview

Bitcoin hit a record. The price of a coin advanced past the $69K, then shortly dipped below $60K, and is now settling at around the $65K. Volatility is high as the coin flirts with new record levels....

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...

Bitcoin and gold were both top of mind at last week’s 2024 Investment U Conference in Ojai, California, which I had the privilege of presenting at. There was a rumor circulating that the Bitcoin...

By Stefan Gleason, Money Metals ExchangeThe mainstream financial media is reporting that inflation is coming down.It’s not coming down to the Federal Reserve’s supposed 2% target –...

Dollar loses steam after soft ISM manufacturing surveyBut gold and stock markets rally, closing at new recordsHuge week lies ahead, featuring an ECB decision and US payrollsDollar retreats on softer...

The USD experienced a decline on Friday following the release of the US Manufacturing PMI, a key indicator of economic health, which came in at 47.8, below the expected 49.5. This lower figure could...

Gold Reaches a 2-Week High as USD Dips on Disappointing US Economic DataThe gold (XAU) price surged by almost 2% on Friday as the US dollar weakened substantially following the release of much...

A lot is happening this week with key data and earnings in the offing. Powell, the ECB, and Broadcom (NASDAQ:AVGO) earnings have the potential to be market movers.As discussed on Thursday, the Nasdaq...

You wouldn’t know, by looking at the S&P 500’s performance on Friday, that a US regional bank was having a rough time. Almost a year into last year’s regional bank crisis and...

In the podcast, we covered several global macro themes and investment opportunities.Macro is back, and it’s impacting markets everywhere you look. We discussed the chart above: it shows the...