Market Overview

As a parting gift to Americans, the Biden administration added billions to the deficit because of their misuse of the Strategic Petroleum Reserve. As {{oil}} gives up early gains on another pop in...

The NZD/USD is showing limited movement on Monday (NASDAQ:MNDY). In the European session, NZD/USD is trading at 0.5967, up 0.07% on the day. The New Zealand dollar was trounced on Friday, falling...

Gold and oil suffer, while Bitcoin and equities rally Minority government in Japan, BoJ mini-minutes unsurprising Euro under pressure as Germany gets closer to snap election Trump Prepares to Take...

Investors Lose Faith in Gold Gold (XAU/USD) declined by 0.82% on Friday. The outcome of the US presidential election negatively affected the precious metal as investors shifted investments towards...

Last week ended on a very positive note for the US equity markets. All major indices rallied, the S&P 500 notched its best week in more than a year and topped the 6000 level for the first time in...

This weekend, we will examine some of the long-term market cycles across various assets to help set the stage for the coming months as we begin to look toward 2025. All charts below come from...

What if the inflation problem has not actually been effectively addressed? It could have important implications for not only monetary but fiscal policy in the near future. This may be one reason...

It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years. Many long-used relationships and correlations have been upended by record monetary and...

A blockbuster week comes to a close with a slow Friday as markets still digest the news and potential developments after Donald Trump swept to victory in the US elections. Not a surprise, at least...

After Trump comeback, normality to return to markets with US CPI. GDP data from UK and Japan to also be important. But volatility to likely persist as markets assess impact of Trump 2.0. US CPI...

Donald Trump won the election by a clearer and wider margin than what was expected, and the Republicans gained control of the Senate. In the short-term, we believe this outcome is likely to be...

Fed cuts rates and keeps door open to a December move Powell appears confident about the inflation outlook Equities’ euphoria continues, strongest weekly rally of 2024 The Fed Announces a Rate...

The latest UK government budget, which saw big tax rises but even bigger spending increases projected for 2025-26, has forced markets to rethink Bank of England expectations. Rates are expected to...

The Fed cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now 75bps cut in the FFR since September 18 is too much, too...