Market Overview

Isn’t it amazing how investors ignore the hawkish Federal Reserve (Fed) comments but fully embrace the dovish commentaries? Fed’s Thomas Barkin’s words that suggested that the...

Stocks rallied again, achieving even more extended levels, with the S&P 500 RSI rising to just shy of 82 while remaining above the oper Bollinger band.Again, this is reaching extreme overbought...

Speculation has its own expiration dynamics, and they don't depend on us recognizing speculative excess for what it is. They will unravel the excesses regardless of what we think, hope or deny. The...

With the exception of crude oil, we awake yet again to an all-green morning (at least as I am typing this, about 90 minutes before the opening bell). There is less than 200 points between the present...

BoJ maintains easing bias, gives little away on pivot timing, pummelling the yenOil futures jump before steadying amid supply fears from Red Sea missile strikesWall Street extends winning streak...

The Bank of Japan kept its major policy settings unchanged and made no changes to its forward guidance, pushing the yen down against the dollar. But we think the shift in tone is clear and major...

The week started with mixed feelings. Investors broadly ignored the Federal Reserve (Fed) members’ latest warnings that the interest rate cuts won’t come as soon and as fast as priced in...

Unfavorable economic conditions and protectionist trade policies are squeezing profit margins for wind and solar energy, hindering the progress of the renewable energy revolution. Global pledges made...

Fed Policy: Long and Variable Lags In early June, we examined the performance of stocks relative to bonds to see what we could learn about the soft versus hard landing question. At that time, the...

Market Overview: S&P 500 Emini FuturesThe weekly chart is forming an S&P 500 Emini 8-bar bull microchannel. That means strong bulls. The bulls will need to create follow-through buying...

Fed officials attempt to dampen expectations of early rate cutYields jump, stocks slide, but only temporarily as markets unconvincedYen edges lower ahead of BoJ decision as expectations of imminent...

Gold Corrected Sharply on Friday After the Fed Officials' CommentsThe gold (XAU) price dropped by 0.85% on Friday but still had a large weekly gain as the Federal Reserve (Fed) turned dovish and...

The current state of central banks, along with declining inflation in the United States and Jerome Powell's comments hinting at a possible rate cut next year, led to a series of record highs in...

The Federal Reserve’s (Fed) rate cut talk becomes chaotic and frankly, hard to follow. After the Fed signaled a possible end to its monetary policy tightening campaign and the European...