Market Overview

US GDP is tracking a near-unprecedented 5.6% growth this quarter, per the Atlanta Fed NOWCast. This likely overestimates growth more than usual but would be the highest rate since 1984 (see chart) if...

These are 5 Market Risks to Watch for September

Stock Market Breakout In my August 4th update, Stock Market Weakness Likely, I pointed out that the market was likely to pull back, and as long as that weakness did not decisively violate...

Friday's batch of US statistics boosted the Dollar, while the US stock market was mixed as a sell-off replaced an initial rally.The data showed that the US economy created 187K jobs in August, but...

Market Overview: S&P 500 Emini FuturesThe monthly chart formed an S&P 500 Futures Emini breakout test and a minor pullback. The bulls want a retest of the July 27 high followed by a breakout...

RBA expected to pause US nonfarm payrolls rise slightly to 187,000 The Australian Dollar has started the week with slight gains. In Monday’s European session, AUD/USD is trading at 0.6464, up...

Is there a chance the NASDAQ Composite will hit a new all-time high in the coming months? Markets appear to have abandoned the assumption that the Fed may raise interest rates yet, while the...

U.S. jobs growth stayed on a simmer in August as nonfarm payrolls grew 187,000, the U.S. Department of Labor reported Friday. The unemployment rate jumped and the government downwardly revised job...

Cash led the performance race in August for the major asset classes, based on a set of proxy ETFs. In fact, most markets posted losses last month. The handful of winners, in addition to cash: a broad...

After a barrage of US data hurt the dollar this week, with investors having second thoughts as to whether another Fed hike may be needed, the US agenda will become lighter next week with the spotlight...

Dollar and stocks drift sideways as August payrolls awaited for directionAsian equities outperform after China boosts support but aussie fails to catch fireOil extends rebound amid tightening market,...

Powell’s recent Jackson Hole Summit speech was mainly as expected. Well, except for the part where Powell obfuscated the truth behind the surge in inflation. More telling was the...

In our July 27, 2023, weekly note and podcast/videocast, we talked about a 3-5% pullback in the month of August. We also said we expected these dips would be BOUGHT due to the fact that most...

The fundamentals and technicals continue to support the case for a demographically driven secular bull market in stocks that could last until 2034. One of the best ways to test the base case is to...