Market Overview

This week’s news on consumer inflation supports the case for expecting that the Federal Reserve’s interest rate hikes are approaching the end game. The basic calculus is that are...

US producer prices barely increase in JuneDollar extends fall as investors add to their Fed cut betsEuro and pound extend their uptrends; aussie and kiwi rallyWall Street rises on cooling inflation;...

I wish I could say that the clearly impressive trend from the peak until now in CPI and PPI is sustainable. However, I am more inclined to say “trough” with more chance of rising inflation...

For many months we have been saying (in our weekly podcast|videocast) that June, July and August would be the months we would see headline inflation collapse to the mid to low 3% levels. This...

The Nasdaq has been the top performer on Wall Street this year, thanks to easing inflation and receding fears over further rate hikes. As such, I used the InvestingPro stock screener to search for the...

Dollar gets decimated by ‘cold’ US inflation report Stock markets hit new highs, gold powers higher Coming up - US producer prices and ECB minutesUS CPI slams dollar lowerA...

(Wednesday market open) Comforting news on U.S. inflation provided Wall Street an early lift this morning, but expectations for a rate hike later this month remain extremely high.U.S. core consumer...

US dollar beaten up as US inflation report loomsNarrowing yield differentials turbocharge the yenRBNZ takes the sidelines, BoC takes the central bank torchWall Street and gold gain on sliding Treasury...

While many media pundits focus on the conflicting jobs data and equity markets, there’s something else sending out warning signs.Something that’s been grossly ignored. I’m talking...

US and European stock futures are focused on one thing and one thing only, which is the US CPI data. We strongly believe that today's US inflation data will be much better than most speculators...

Eventually, policy-makers turn the dial to 11, and nothing happens. Many others have explained why inflation is part-and-parcel of the status quo. In the simplest terms, where's why inflation is...

US June CPI M/M: 0.3%e v 0.1% prior; Y/Y: 3.1%e v 4.0% prior; Core CPI (ex food and energy)M/M: 0.3%e v 0.4% prior; Y/Y: 5.0%e v 5.3% prior Microsoft (NASDAQ:MSFT) gets go-ahead to buy Activision;...

(Tuesday market open) An uneventful start to the week belies the excitement ahead. Inflation data and earnings season loom, with tomorrow’s Consumer Price Index (CPI) representing the opening...

New York Fed President John Williams says “I don’t have a recession in my forecast.” Neither does CapitalSpectator.com. That’s not blind adherence to a central banker’s...