Market Overview

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...

US Dollar holds firm during thin holiday trading as yields creep up. But eases against yen as BoJ January hike in play. Stocks mixed in last few trading days of 2024.  No End in Sight to Dollar’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...

You see the irony here: the more successful the old solutions were, the greater our compulsion to cling to them even as they fail. Humans use inductive reasoning to solve problems. If a solution...

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...

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...

2024 has been a year of contradictory events, significant economic changes, and major political shifts. On a positive note, it was the year when global central banks finally managed to tackle...

The Fed will not cut rates as much as initially expected. The “extent and timing” of policy adjustments is code that the Fed is unsure about the future path of interest rates given the strength of...