Market Overview

The Fed is in a difficult, if not impossible, situation of its own doing. It knows that the CPI is b.s. and that the real rate of inflation is 3-4x higher than the CPI fraud. And hence real rates are...

Last week, the European Central Bank (ECB) decided to cut rates for the second time this year, following its initial cut in June. The Deposit Facility Rate, which determines the interest banks earn...

Market Overview: S&P 500 E-Mini Futures The market formed a weekly E-Mini retest high following last week’s pullback to the 20-week EMA. The bears want a reversal from a lower high major trend...

The New Zealand dollar has started the new trading week with strong gains. NZD/USD is up 0.55% today, trading at 0.6191 in the European session at the time of writing. NZ Services PMI Improves New...

Stocks recorded their best weekly performance of 2024 Another assassination attempt against Trump Mixed movements in FX but the yen remains on the front foot Bitcoin suffers while gold reaches a new...

Gold Surges to a Record High on USD Weakness Gold (XAU/USD) hit a record high on Friday, bolstered by a weaker US dollar (USD) and declining bond yields. Rising expectations of a substantial US...

This week will feature critical central bank meetings, with the Fed on Wednesday, the Bank of England on Thursday, and the Bank of Japan on Friday. While the Fed will capture most of the focus in the...

Federal Reserve’s Upcoming Decision: Markets are split on whether the Fed will cut rates by 25 or 50 bps. Key data releases from Japan, the UK, and the US will shape market sentiment and potentially...

We are heading into a busy week with major central bank decisions. The Federal Reserve (Fed), the Bank of England (BoE) and the Bank of Japan (BoJ) will announce their latest policy verdicts this...

Value investing is dead, it is often said. True, even the few remaining self-styled value managers no longer buy value stocks. They’ve all become growth investors in drag. But growth has gotten very...

You have to pull up the monthly chart of IBM (NYSE:IBM) to see the series of all-time-highs put in place in April 2013 with THE last all-time-high being $215.90 in April, 2013. The stock traded above...

I enjoy sharing with you, my new and devoted readers, the notes I send out to media producers. In this case, I'll share my notes with a follow up of how the main themes played out. Then, I'll map out...

Influential financial media are promoting the need for a 50-basis point rate cut. The Fed’s blackout period starts 10 days before the rate decision is released, so the main influence on the markets...

The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all year so far. At the start of this year, the markets anticipated six to seven rate cuts in...