Market Overview

Markets are in risk-on phase when looking at stocks, but it's a completely different thing when looking at US Dollar Index Futures and Yields which are all still in uptrend.The question is which one...

Gold Stabilises Near 2,020 as the Market Focuses on the US Inflation DataThe gold (XAU) price dropped by 0.44% on Friday, pressured by elevated Treasury yields ahead of the US inflation data this...

Last Friday’s inflation revisions in the US were insignificant and hinted that inflation in the US was about the same by the end of last year. Consumer prices rose 3.3% in the final 3 months of...

Last year – around April – I wrote to you about the mounting fragility in the commercial real estate sector. And specifically how exposed the smaller-medium banks were.High vacancy rates,...

Keynes once said that markets can stay irrational longer than you can stay solvent.I love this quote because it speaks about the power of narratives, and my humble adaption of that would...

Mike Green is a portfolio manager and chief strategist at Simplify Asset Management, as well as author of the “Yes, I give a fig” newsletter on Substack. In this wide-ranging discussion,...

The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decadeGold, meanwhile, will not be ready until the...

The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations...

Safe-Haven Demand Keeps the Gold Price HighThe gold (XAU) price remained near 2,030 on Thursday, largely unchanged from yesterday. Overall, the strong US dollar and higher Treasury yields still...

So, it was another rather boring day, with the S&P 500 finishing flat, rates up, the dollar up, and implied volatility somewhat higher. This has been a very odd earnings season.Last night, I noted...

The strong demand for the US 30-year bond auction, which followed two other strong 3-year and 10-year auctions this week triggered no appetite across the US bonds space yesterday, most probably...

It’s hardly the first time that the sharp rise in interest rates over the previous two years has prompted warnings about the business cycle outlook from an economist.Yet the forecast still...

Dollar extends retreat as traders await next catalystYen slides as BoJ signals no rush to raise interest ratesChinese markets supported by more stabilizing effortsWall Street rallies, gold holds...