Market Overview

Market Overview: S&P 500 Emini Futures The S&P 500 Emini continue trading sideways to up with no credible selling pressure. The bulls see the market as being in a broad bull channel and want...

Last week, in an AI-enabled event, the Sock Puppet emerged from retirement and sat on a panel of market prognosticators with Micro Strategy’s chairman, Michael Saylor. The Sock Puppet said to Mr....

Valuation & Growth As we’ve seen over the past three years, stock investors don’t like recessions, not even the no-shows. There was much anxiety about an imminent recession from January 3, 2022...

My interview on Bloomberg last week started with a trillion-dollar question: It is important that we don’t just look at a GDP number and say, “Oh, it’s almost 3%,” and move on. We need to stop and...

A week that saw a lot of choppy price action as markets awaited the US jobs report on Friday. A stellar jobs print of 227k and a slight uptick in the unemployment rate to 4.2% appear to have sealed a...

The monster upleg of Gold remains alive and well, after weathering a sharp post-election selloff. One had certainly been due, as gold had just surged to extremely-overbought levels. The resulting...

The Trump administration has nominated Dr. Marty Makary for the role of the United States Federal Drug Administration (FDA) commissioner. Dr. Makary is the Chief of Islet Transplant Surgery at Johns...

Last policy decisions of 2024 to shape market mood. RBA, BoC, SNB and ECB are on the agenda. US CPI report to be crucial too as Fed undecided. RBA to hold rates, but will it turn less hawkish? The...

Turn on CNBC, and you will notice a bright green box permanently affixed to the bottom right corner with the ever-changing price of Bitcoin. Bitcoin is all the rage as market speculation across...

Fed speakers on the wires ahead of the usual blackout period The dollar remains on the back foot; stocks are feeling the pressure Gold trades sideways, as bitcoin retreats from its new all-time...

Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history. However, understanding corporate profitability involves more than glancing at quarterly...

Gold's Growth Pauses Ahead of the NFP Report Gold (XAU/USD) declined by 0.67% on Thursday as traders repositioned ahead of the US nonfarm payroll (NFP) report. Yesterday's US Weekly Jobless Claims...

US jobs report (NFP) is highly anticipated, with market expectations for a 200k payroll figure. The unemployment rate is also a key focus, with a potential slight uptick to 4.2%. A print in line...

NFP Key Points NFP report expectations: +218K jobs, +0.3% m/m earnings, unemployment at 4.1% The Fed is likely, but not certain, to cut interest rates by 25bps later this month, and a strong jobs...