Market Overview

Equity markets are heading for a positive start to the session, paring Wednesday’s gains as investors digest the latest Fed minutes.The usual caveat applies to the minutes, being that a lot of...

In their January meeting, Fed officials agreed to continue rate hikes until high inflation is controlled. The Fed is still attuned to the risk they may have to do more to keep inflation falling, a...

MARKETS US equities were weaker Wednesday, with S&P 500 down a touch heading into the close after a choppy session that turned weaker following a hawkish tone in the Fed...

Here we go again. Just when you thought positive economic news was a good thing - because strong data support the soft landing (or better) narrative - traders turned the game on its head. Again.Stocks...

The economic rebound in the second half of 2022 looks challenged in early estimates for first quarter GDP, based on the median for a set of nowcasts compiled by CapitalSpectator.com.US output is on...

Dollar strengthens as better PMIs add to Fed hike betsEurozone and UK PMIs also surprise to the upsideEquities and risk-linked currencies feel the heat of hike betsBetter PMIs fuel Fed hike bets and...

Economically speaking, bullish bets are mounting on a “no landing” scenario, which suggests the economy will avoid a recession entirely. As noted by Yahoo Finance last Friday: “The...

Are you considering adding stocks of big tech companies to your portfolio?In today's article on investing ideas for the technology generation, I analyze the most recent financials of 3 big tech brands...

The February Fed minutes may reveal that rates have to go much higher.It will be a holiday-shortened trading week, but it will still be full of market-moving data. The Fed minutes will be released on...

It hasn’t been the most thrilling start to the week but the good news is that it should improve from here as the US rejoins and the economic calendar fills out.The fact that the calendar was as...

The chart below from Bespoke still gets kudos for summarizing the drop in CPI over the last 8 months (in one pic) and then in the bottom half of the graph, updating readers that with a +0.6% CPI MoM...

MARKETSLast week US data continued to have a legacy effect on risk-taking propensity due to the possible hawkish Fed reaction function after retail sales increased above expectations and evidence that...

Something like the plot of Atlas Shrugged seems to be playing out across America.In the novel, corruption and mediocrity spread through institutions including the power company and the bureaucracies...

Stock markets in Europe are treading water in thin trade at the start of the week amid a light economic calendar and a US bank holiday.It was always likely to be a slow day under the circumstances and...