Market Overview

Thanks largely to rapid government spending, inventory building by the private sector, and about $500B coming out of the Fed’s Reverse Repo (RRP) Facility, US ‘real’ GDP grew at an...

Howard Tullman shares several of the lessons he’s learned over his decades as a VC/private tech investor and operator. He also provides insights into current sector conditions and emerging...

Several factors have conspired in recent weeks to send US Treasury rates sharply higher. These include the Fed’s program to reduce Treasury holdings by allowing them to mature; soaring fiscal...

Find the most powerful stocks in the market with the InvestingPro filters explained in this article. Here's everything you need to know about stocks to help you get the most out of your...

"Higher for longer" - after this week's Federal Reserve meeting, the market now firstly assumes that key interest rates in the US will not go any higher and secondly hopes that the "longer" won't be...

We’ve been here before, but after Wednesday’s decision by the Federal Reserve to leave interest rates unchanged, along with comments from Fed Chairman Jerome Powell, investors are...

Dollar slides as Fed pours more cold water on hike expectationsSpotlight turns to US employment report for OctoberPound receives little boost from BoE’s hawkish holdWall Street cheers potential...

How does a recession happen? “Slowly and then all at once.” Economists are increasingly confident the economy will avoid a recession. Such is due to strong job and retail sales data. Even...

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...