Market Overview

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...

If inflation turns higher this year commodities should rally. While there can be some overlap between the secular trends in commodities and stocks, as we saw in the 1940s and 1960s, the supercycle in...

Let's see what historical macroeconimic data tells us about that. Since the U.S. is the lead economy, representing about 25% of the global economy in terms of absolute GDP in dollars, and being the...

Wall Street surges to all-time highs after in-line PCE inflation Dollar slips before bouncing back, yen gets knocked back by dovish UedaEuro supported by upside surprises in CPI and manufacturing...

Gold Surges Above 2,040 as US Dollar Declines After the PCE ReportThe gold (XAU) price increased by 0.42% on Thursday as the US dollar weakened after US inflation data aligned with expectations, while...

Thank God! Yesterday’s inflation report from the US wasn’t worse than expected. The core PCE index showed that, yes, the monthly inflation rose at the highest pace in a year, but that the...

Here's your daily 60 seconds trading tipKnowing this important EUR/USD trading correlation will make you a better more effective trader

BoJ’s Takata signals that policy adjustment is approachingDollar braces for PCE inflation dataWall Street pulls back, Bitcoin surges above $60,000BoJ’s Takata adds fuel to yen’s...

Gold Holds Steady Ahead of Today's US Inflation DataThe gold (XAU) price stabilized at 2,035 on Wednesday, moving within a sideways trend as investors awaited a crucial US inflation report to clarify...

So, we are back to the argument about whether we have reached a new era of permanently higher growth and earnings, and because of productivity also a permanent state of steady disinflationary...

Stocks finished the day lower but managed to hold onto support, and it seems to suggest that today we are likely to see some kind of move.Which direction is tough to say, especially with the PCE...