Market Overview

Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?" We wrote: "Bond investors may be expecting too many interest-rate cuts...

The smart money is selling, of course, for the clanging indicators are the dinner bell announcing the banquet of consequences has been served, and Nemesis doesn't want the meal to get cold. ...

By Mike MaharreyIn one of the biggest economic stories of the year that nobody seems to care about, the Biden administration ran the third-largest budget deficit in history in fiscal 2024 and paid...

The bull market celebrates its two-year milestone, maintaining strong growth. Investors watch closely to see if the rally aligns with historical bull market patterns. Sustained market momentum...

US election risks move to the forefront as Trump narrows gap with Harris Gold begins week with new record as geopolitical tensions add to demand Stocks mixed ahead of key earnings Trump Trade Makes...

The big banks officially kicked off the third-quarter earnings season last Friday. At a high level, results have been good enough to drive the broader banking space to year-to-date highs. The return...

Global markets are reacting to shifts in central bank policies, with the US dollar strengthening and rate cut expectations changing. The upcoming week will be busy with the IMF meeting, PMI data...

Here is the Economic Modern Family ringing the bell at the NYSE! I feel like there is so much to talk about, that at the end of the day (week), the talking points matter little compared to the...

Nasdaq has broken resistance, Bitcoin gaining too. Bitcoin/risk assets are scheduled for a seasonal boost. (but) Volatility season is not over yet. Election is set to deliver a binary...

In times of disaster and destruction, a common narrative often emerges that rebuilding efforts will lead to economic growth. The idea that repairing damage and replacing destroyed goods creates jobs...

Bank of Canada meets; may opt for bigger 50-bps cut October flash PMIs to set the mood amid some growth concerns A relatively quiet week otherwise, with mostly second-tier releases BoC to Likely...

Recent economic data has lifted CapitalSpectator.com’s median growth estimate for the upcoming third-quarter GDP report. Using a variety of sources to generate a median nowcast, today’s revision...

ECB cuts rate, keeps door wide open to a December move Euro suffers as US retail sales surprise on the upside Focus today is on Fedspeak and in particular Fed’s Bostic Gold surpasses $2,700 as China...

Gold Renews All-Time Maximums Gold (XAU/USD) gained 0.71% on Thursday, reaching record highs as expectations for a more accommodative monetary policy from major central banks and a slight decrease in...