Market Overview

Now that we have our first estimate of GDP for Q3, we also have our first estimate of M2 velocity for the third quarter. Because there is an amazing amount of uninformed hypothesis out there, I...

Powell signals Fed is likely done hiking rates, sparking relief rallyWall Street cheers Powell’s balanced tone, but dollar stays resilient as yields tumblePound steady ahead of Bank of England...

Gold Continues to Trade Above 1,980 as Fed Signals a Peak in RatesGold (XAU) fell below the 1,975 level on Wednesday but recovered during the American session after the Federal Reserve (Fed) kept its...

As widely expected, the Federal Reserve (Fed) maintained its interest rates unchanged at this week’s meeting and President Jerome Powell cited that the recent surge – especially in the...

Slowly but surely we are getting all of the weak sisters flushed out of undervalued great companies – while they chase into overpriced momentum vehicles that are set up for a fall.Despite the...

2023 turned out to be quite challenging. We are guaranteed to continue experiencing significant volatility in 2024. What is happening in current global geopolitics and economy, and what specific...

Morningstar estimates that as of 2022, there is nearly $3 trillion invested in target-date mutual funds. Per Morningstar: Target date strategies remain the investment vehicle of choice for retirement...

Yen nears October 2022 lows against dollar on BoJ disappointmentWill a hawkish Fed trigger a yen intervention episode?Gold, oil retreat as Middle East fears easeWall Street closes in the green ahead...

Following the ECB's decision to maintain interest rates, attention shifts to the Federal Reserve's upcoming decision. The Fed Rate Monitor Tool indicates a strong consensus for the Fed to keep rates...

The US dollar was bid on Tuesday thanks to a rapid selloff in the Japanese yen, after the Bank of Japan (BoJ) announced mini policy loosening steps that didn’t find buyers. Loosening the upper...

While often difficult, investing rules can help us maintain our focus and investment discipline in volatile or uncertain markets. This year, such has certainly been the case with surging interest...

Bank of Japan adjusts yield curve control policy again, but yen skidsYields edge lower after Treasury Department says will borrow less in Q4Dollar mixed, euro extends gains, stocks perk upYen not...

On Friday, the Nigerian naira (NGN) was the best-performing currency among the 20 global currencies we track, while the Russian rouble (RUB) showed the weakest results. The Japanese yen (JPY) was the...

The Bank of Japan (BoJ) kept interest rates unchanged, redefined the 1% limit on the 10-Year JGBP yield as a loose ‘upper bound’ and scrapped its promise to keep that level intact. Alas,...