Market Overview

It has been an eventful first quarter of the year. When we started 2023, expectations were for a recession in fairly short order, for markets to continue to tank, and for the news to remain bad....

Happy end of the first quarter Gaugers. The markets (both stock and bond) were pleasantly surprised for the month and the quarter.Are we headed for sunny blue skies and a path to new highs? Is this a...

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What fascinates me right now is the injection of liquidity by the Fed, which of course, is not being called by its rightful name: Quantitative Easing.That leads me to think, what else can we buy now...

As the Fed tightens monetary policy, a banking crisis is historically the first evidence that something was breaking. As noted recently in “Not QE,” “Last week, amid a rash of bank...

There are no prizes for guessing what the highlight next week will be. The US jobs report is widely regarded as being the most important economic report each month, although inflation probably...

Yesterday’s post reviewed the mixed signals for US recession risk based on CapitalSpectator.com’s proprietary business-cycle indexes. Today’s follow-up will take a deeper look...

Equities to end week and quarter in buoyant mood as tech-led rebound gathers paceFed speakers keep rate hike door wide open, dollar firms but still down in Q1 Tokyo CPI beat unable to halt yen’s...

After the 'risk-on' sentiment tilt built across the globe, major benchmarks remain well supported as we enter the month-end rebalancing window as the tilt of the tape amid extraordinary price action...

“Don’t Stop Believin’” is the second single from Journey’s seventh studio album ‘Escape’ released in 1981. Although the song only reached #9 on Billboard Hot...

When you’re in a hole, stop digging. Seriously. It’s frustrating to see policymakers make the same mistakes as in 2008. There are real solutions on the table. They are not that...

Stock markets are in the green once more on Thursday, with confidence slowly returning as we near the end of the second week without serious drama.Of course, I’m not including the bank sell-off...

A number of usually reliable indicators in recent months have warned of elevated recession risk for the US, but so far the economy has proven resistant to the darker forecasts that are bubbling in...

While the Fed and Bank of England have provided hints that they are near the end of their hiking cycles, the European Central Bank's policy stance remains too easy for comfort in light of still-hot...