Market Overview

The US economy grew 4.9% in Q3, the durable goods orders rose nearly 5% in September, and the Federal Reserve’s (Fed) favorite inflation gauge, the PCE index, came in higher than expected, as...

We aren’t geopolitical experts and do not know how the Israel-Hamas war will unfold*. Nobody does. There are far too many unknowns at this stage for even the geopolitical experts to do anything...

Why did I choose to compare Bitcoin to Gold?Three simple answers: Both are comparable in terms of their store of value and quasi-limited supply) Both have been shown to act as possible...

The first bar chart is the fed funds probability for Wednesday’s 11/1/23 FOMC meeting and what it’s telling readers is that there is a 99% chance that the FOMC will maintain the current...

Jim Bianco is President and Macro Strategist for Bianco Research, LLC. In this wide-ranging interview, the long-time independent researcher explains why he remains a “unique optimist” even...

We’ve seen this script before. The headlines will make you think the end of the financial universe is upon us because of China, Russia, the Middle East, politics…whatever. Yet, profits...

Yesterday’s blowout rise for US economic growth in the third quarter delivered an upside surprise, especially for analysts who remain all in with forecasting recession. But perhaps the warnings...

Economists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street economists. To wit: “In the latest quarterly survey by The Wall Street Journal, business and...

On Thursday, the Mexican peso (MXN) was the best-performing currency among the 20 global currencies we track, while the Nigerian naira (NGN) showed the weakest results. The New Zealand dollar (NZD)...

After a rocky October, investors should brace for more violent swings and sharp moves in the weeks ahead. November is expected to be another volatile month on Wall Street amid several major...

Stocks finished the day lower and were saved by a drop in rates following a solid 7-year auction. This pushed Treasury rates lower in the second half of the trading session.It allowed stocks to rally...

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in three, injecting a net $17.5 billion for the LSEG Lipper fund-flows week ended...

This week, the Wall Street Journal published an article entitled “Another Black Monday May Be Around the Corner.”Fortunately, they wrote it this Sunday (22nd) and it (Black Monday)...

Treasury yields rebound, lift the dollar ahead of US GDP dataDollar/yen rises past 150, rings intervention alarm bellsECB to take the sidelines, focus to fall on forward guidanceWall Street tumbles as...