Market Overview

Liquidity in the primary dealer Treasury market is drying up. Deposit outflows from the big banks continue unabated. The outflows at the small, regional banks have abated but some banks continue to...

The market is currently discounting a soft landing for the economy and this should continue into 2024. However, there is a rising risk that turns to recession or stagflation in 2024.

Market Overview: Emini FuturesThe S&P 500 Emini Strong Bulls formed 3 consecutive bull bars closing near their highs, breaking far above the 20-week EMA and the bear trend line on the weekly...

Dollar continues to drift lower ahead of Fed minutes tomorrowJapanese yen recovers amid growing bets of foreign rate cuts Oil prices bounce back on potential supply cuts, gold steadiesDollar feels the...

Gold Lacks Bullish MomentumGold (XAU) declined on Friday, losing initial gains XAU/USD got on the back of the weakening US dollar. Economic data indicating a slowing U.S. economy brought the US dollar...

Forget inflation predictably floating around 1.5% as in the last decade.Does this mean this paradigm shift will see inflation consistently print at 4% going forward? Not necessarily. But it sure means...

The previous week marked a significant shift in market sentiment regarding Federal Reserve (Fed) rate hike expectations. The latest Consumer Price Index (CPI) update revealed a slower-than-anticipated...

Since we came back from vacation, I wrote 3 Daily’s.The first one was on the Economic Modern Family and how it opened its loving arms to the bulls. I was particularly keen on small caps or the...

The risk of a hard landing in the U.S. economy is growing and may even increase in 2024. Statistics show that the Fed has successfully curbed inflation by raising key rates. After hiking it 11 times,...

Markets think the Fed is done after US data missesSelloff in crude oil further fuels rate cut bets amid supply glut fearsBut dollar seesaws while earnings caution weighs on stocksFed expected to cut...

Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President Obama held the White House, when Marshall Auerback, via the Nation,...

Easing U.S. Inflation Pushes Gold HigherGold rose above 1,980 on Thursday, having a weekly rise of over 2%, boosted by declining inflation and indications of diminishing economic growth in the U.S....

“Next Thing You Know” is a song co-written and recorded by American country music singer Jordan Davis. It was released on February 21, 2023. It was nominated for the Country Music...

US economic activity in the fourth quarter remains set for a sharp slowdown vs. Q3, but the pace of expected growth has strengthened recently, based on updated nowcasts.Output for Q4 is estimated at...