Market Overview

We saw a small move up in the precious metals sector (and then back down), which is completely in tune with what I wrote yesterday, and as such, it doesn’t change the outlook. Indicators of a...

I said two months ago that I didn’t think the Fed should ease, but they would anyway. And they did, by cutting overnight rates 50bps. Then last month I said: “Getting rates back to neutral, around...

Fed funds futures are still leaning into expectations that the Federal Reserve will reduce its target rate next by a quarter point, but the related confidence of the forecast is slipping. The current...

Markets take a breather as Trump assembles his team Focus turns today to US inflation and Fedspeak  Germany prepares for snap election, euro on the back foot Yen underperformance continues,...

The closely watched U.S. October CPI report comes out today. Headline annual inflation is seen rising 2.6% and core CPI is forecast to increase 3.3%. Investors should brace for possible market...

Like Icarus, the stock market may be flying too close to the sun these days. The mood seems euphoric, with many headlines calling for further gains and analysts’ price targets reaching absurd levels....

The US yields pushed higher and the US dollar rally gained further momentum yesterday, as investors continued to surf on the idea that Donald Trump’s pro-growth policies and tariffs would boost...

Despite recession concerns, economic growth showed resilience, while equities retreated in October and inflation continued its slow decline. Nuclear energy was poised to power the future of AI, while...

Preview: US CPI Key Statistics: Source: Bureau of Labor Statistics, US Department of Labor Release Period: October 2024         Last Release Date: October 10, 2024,         Actual: 2.4% vs...

Is the US stock market now in a blow-off stage, like in 1929? If so, how will the coming collapse affect gold, silver, and mining stocks? These are questions that investors should be asking. Here’s...

The market seems to be on “steroids” after Donald Trump’s victory in the US Presidential elections last week, with strong risk-on flows and even theUS Dollar pushing higher despite the Fed cutting...

Oil prices are trading back and forth on mixed signals from our good friends at the OPEC cartel and their felling of pessimism that is out of line with the optimism of the Trump Train...

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index. To...

Gold Continues to Fall Gold (XAU/USD) declined by over 2.4% yesterday, settling near the $2,600 support level. Experts believe this correction could lead to a further decrease. Traders expect the US...