Market Overview

But before we begin, I want to take this opportunity to remind you that we have reviewed many larger banks in our public articles. But I must warn you: The substance of that analysis is not looking...

“Inflate it Away” Stock Market (and Sentiment Results)… Yesterday the inflation numbers came out. The good news is it did not change expectations for a pause in Fed hikes next...

Ever since the 30-year Treasury bond yield (one ‘top-down’ macro tool to gauge the environment so that we may invest in, speculate upon, or avoid certain situations, accordingly) broke its...

US consumer inflation rose more than expected in August, but the surprise jump hasn’t persuaded markets to abandon expectations that the Federal Reserve will leave interest rates unchanged at...

Ponzi schemes are still happening around us, like the one in Italy recently As wise investors, we need to recognize the red flags to protect our capital What steps can we take to avoid falling for...

On Wednesday, the Nigerian naira (NGN) was the best-performing currency among the 20 global currencies we track, while the Thai baht (THB) showed the weakest results. The New Zealand dollar (NZD) was...

I doubt any of our readers are too surprised by the CPI reading coming in a bit hotter than expected.The bulk of it was in energy costs. Food costs were mixed with bread and meat up while eggs and...

September is still hold, while swap contracts suggest odds of a 49.3% chance of a hike at the November 1st FOMC meeting The supercore inflation rate has risen the most since March Two-year Treasury...

Oil prices extended 10-month highs on Wednesday. Meanwhile, annual inflation rose higher than expected to 3.7% in August.Oil prices soared to the highest since November 2022 on Wednesday...

The latest US report was a reminder that the fight against inflation will not be easy. We would guess that the most challenging period for the authorities has just begun.In August, the US CPI rose by...

Despite surging interest rates, there are few signs they are impeding economic activity or causing distress amongst borrowers. It may seem strange that higher rates are not proving troublesome for an...

UK contracts faster than expected One-off factors largely behind the decline, BoE still expected to hike Major support being tested in cable The UK economy contracted faster than expected in July...

Some analysts who favor one or two indicators to forecast US recessions have had a rough year. The reliance on a generally robust predictor may yet prove its worth in the months ahead. But so far the...

The monthly GDP numbers have been highly volatile, but we do expect slower growth over the coming months as the cooler jobs market and higher rates continue to biteThe UK economy contracted by half a...