Market Overview

Over the last month, it appears that the crowd has now taken full swing from the economic ‘hard’ landing view to the ‘soft’ landing view.Q2 gross domestic product (GDP) came in...

BOE rate hike odds for the September 21st meeting stand at 87.3% The VIX index trades above 16, to the highest levels in two months FX Volatility starts to pick, Canadian dollar index rises to...

Crude prices rally after Saudi's signal output cuts can be extended or deepened Gold struggles as bond market selloff extends Bitcoin’s tight range narrows to $28,900 to $30,100 OilCrude oil...

Fox BusinessOn Tuesday I joined Charles Payne on Fox Business’ Making Money with Charles Payne. Thanks to Kayla Arestivo, Nick Palazzo and Charles for having me on the show. In this segment,...

Dollar strengthens on ADP and US debt downgradeISM non-mfg. PMI the next test for dollar tradersBoE expected to hike by 25bps; Will it sound hawkish?Wall Street slumps after US rating cutDollar wears...

It’s ironic that I had planned this column a couple of days ago and started writing it yesterday because the very concerns I talk about below are behind the overnight news that Fitch is lowering...

In a surprise move on August 1, credit rating agency Fitch Ratings downgraded U.S. Treasuries to AA+ from AAA. Fitch’s explanation for the downgrade was that it “reflects the expected...

Our recent article warns that a tremendous thirty-year tailwind for corporate earnings is dying down. Consistent corporate interest and tax rate declines significantly boosted stock prices and...

The gap narrowed in July between the expected return for the Global Market Index (GMI), and its trailing 10-year realized performance. Today’s revised long-run forecast for GMI, a global,...

Dollar gains as ISM mfg. new orders beat estimatesPound traders await Thursday’s BoE decisionAussie the main loser after RBA stands patS&P 500 and Nasdaq close in the red, oil hits new...

As the market and economy cheer the rise in GDP, we can thank consumer spending: 70% of GDP, services (what consumer pay for in aid, help, or information): 45% of GDP, and government spending: about...

The ECB has a credibility problem. It didn’t last year. Last year it was the Fed with the credibility problem. Today, it’s Christine Lagarde, not Jerome Powell, who needs to justify her...

The VIX has been a coincident indicator with the 2s10s yield curve. Both have usually turned higher fairly early in a bear market cycle, well before the market topped in some cases.  The yield...

Dollar rises to three-week high (low for euro) as labor market cools Atlanta’s GDPNow index rises to 3.87%, up from 3.55% Manufacturing contracts for a ninth straight month The US dollar pared...