Market Overview

The stock market is betting on a Goldilocks scenario. Jerome Powell doesn’t foresee a recession, instead, he forecasts a soft landing. Apollo is bettering the soft landing scenario with an...

Markets reacted positively to Jerome Powell's comments Soft-landing scenario appears possible now Hedge funds will be forced to close shorts and go long if the markets don't start dropping soon Fed...

Depending on the source, the preliminary estimates for US economic activity in this year’s first quarter are encouraging, mediocre, or distinctly bearish, based on a set of nowcasts compiled by...

Fed Chair Powell reiterates disinflation remarksDollar slides as investors revise their implied rate path slightly lowerEurozone inflation expectations edge upDollar retreats as Powell fails to appear...

European equity markets are expected to open a little higher on Wednesday following a positive shift on Wall Street on Tuesday, while Asia overnight was a very mixed bag.Investors appear a little...

Investors are trying to drum up the muster to get back into the soft landing trade, which means rates are still high, but rate volatility dies. Still in the back of their mind is that scorcher of an...

MARKETS Amid a macro vacuum, stocks are higher after Chair Powell did not go out of his way to smother investors in a hawkish wet blanket; instead, he confirmed that the Fed is open to a broader...

Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts. Not surprisingly, that article generated substantial pushback from readers, pointing...

The U.S. stock market rally this year continues to be led by so-called high-beta stocks, which are outperforming the broad market by a wide margin, based on a set of proxy ETFs through Monday’s...

Equity markets struggle to get back on their feet after hawkish Bostic and RBADollar holds near one-month highs, aussie jumps as RBA flags more rate hikesYen perks up on wage data, gold firmer ahead...

Last week, FOMO (Fear Of Missing Out) became the prevailing market narrative.As data seemed to further validate the soft landing narrative and central bankers became ‘’data...

Equity futures and Asian stocks have regained some ground as investors await commentary from Federal Reserve Chair Jerome Powell later Tuesday.Still, most Alpha generators keep things on a very short...

US equities were weaker Monday, with the S&P 500 down a further 0.6% heading into the close and US 10-year yields up another 10bps to 3.63%, 2yrs up 15bps. The moves were an extension of the...

MARKETSIt sums up the state of the market ( which remains utterly rates dependent) when receding recession risk is bad for stocks, not to mention progress on inflation has been faster than most had...