Market Overview

The Inflation Deflation and Economic Cycle Model measures the liquidity impulse from fiscal and monetary policies. This is how we determine what will occur with the ROC of inflation and economic...

Stocks perky ahead of Fed decision as US data and China measures lift optimismDollar and yields little changed after goldilocks reports, NFP eyed nextOil and gold spike on geopolitical concerns amid...

Escalating Middle East Tensions Increase Gold's Safe-Haven AppealThe gold (XAU) price was mainly flat on Friday as investors focused on the upcoming US Federal Reserve policy meeting on 31 January,...

This week is huge: revisions to 2023 CPI, US labor market print, the Fed, and, most importantly, the Quarterly Refunding Announcement (QRA) everyone talks about.So I thought I’d share an initial...

This week will be busy, and if you are taking time off, don’t.The news starts Monday afternoon and runs through Friday morning, and all of it will impact where stocks and rates go from here...

Friday the market woke up to great news.Mission accomplished on inflation. Yahoo Finance reported: “The Fed's preferred inflation measure — a "core" Personal Consumption Expenditures index...

@NeilKSethi over on X is a prolific contributor of economic and market data every day. The man truly works hard at his task.Neil posted the above graphic in the last few days. While I understand the...

The only thing that was genuinely surprising in yesterday’s fourth-quarter report on US economic activity was the strength of the increase.The positive directional bias, by contrast, has been...

Euro trades lower as ECB downplays inflation threatDollar gets a minor boost from US GDP, slowing inflation bruises yenStocks hit new records, but futures drop on disappointing earnings ECB fails to...

America continues to release strong macro data, with a fresh batch of GDP and New Home Sales figures coming above expectations, supporting dollar-buying interest late in the day.The US economy...

As money market account balances soar, the mainstream media again proclaims, “There is $6 trillion of cash on the sidelines just waiting to come into the market.”No? Well, here it is...

Gold May Drop Below 2,000 Due to Shifted Expectations of a Rate Cut by the FedOn Thursday, the gold (XAU) price rose, driven by a decline in US Treasury yields after Gross Domestic Product (GDP) data...

The EUR/USD traded south yesterday, as the European Central Bank (ECB) Chief Christine Lagarde reckoned that growth and inflation are slowing while insisting that the rate cut decision will be data...