Market Overview

This week is expected to be relatively quiet. The most notable data release will be the ISM Manufacturing Report on Friday, January 3. Early in the week, we’ll get some housing data, while continuing...

Ed Yardeni was featured on CNBC’s Morning “Squawk Box” with Brian Sullivan and Sara Eisen on Friday, December 27th, 2024, and Ed – being the S&P 500 earnings guru – thought that the S&P 500...

The S&P 500 Emini is forming a weekly Emini trading range. The bears see this week simply as a pullback and want at least a small second leg sideways to down. The bulls see the current move...

US equities experience volatility amid tech and growth stock fluctuations, ending the Santa Rally week with marginal gains. Japanese Yen strengthens due to expected Bank of Japan policy changes,...

The 2024 season is coming to an end. What an eventful year it has been: the Magnificent 7 rally, the Bitcoin halving, Tesla's (NASDAQ:TSLA) Cybercab reveal, geopolitical tensions and the US election....

Another quiet holiday week looms for financial markets. Manufacturing PMIs, including the US ISM, are the only highlight. But rising US yields and sliding yen may spark New Year’s...

When the Obama Administration first suggested the Affordable Care Act following the Financial Crisis, we argued that the outcome would be substantially higher, not lower, healthcare costs. It is...

Yesterday’s market activity was predictable, with the S&P 500 closing flat. Futures volume reflected the holiday mood, with just 840,000 contracts traded. Given that it was the day after...

International Man: As we approach the end of the year, let's take a step back, review the Big Picture, and assess 2024's major developments to better understand what may come next. Before we drill...

Did you find any Chinese bonds in your stockings? Nothing says holidays like a big stimulus package from China. Whether you are working or celebrating Boxing Day, whatever that is, oil is getting a...

Turning Points Ahead So far, this week has been calm. However, as you read in my previous analysis, the turning points are near and we still have four more sessions before the end of the...

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and...

Wall Street analysts and market strategists are carefully evaluating the potential impact of Donald Trump’s presidential victory on financial markets in 2025, with early indicators showing both...

The wealth management industry in 2025 is set for transformative changes driven by evolving monetary policies, geopolitical dynamics, technological advances, and the rising importance of...