Market Overview

Despite a tough macroeconomic environment, some retailers in the retail/wholesale sector are thriving in the sweet spot intersection of "off-price” boulevard and “trade down” street. Consumers are...

Dollar retreats, but Powell keeps Fed pause chance elevated. Euro traders ‘buy the fact’ after French no-confidence vote. Bitcoin breaks $100,000, Wall Street tests uncharted territory. Powell...

Gold Grows on Weak US Labour Market Data Gold (XAU/USD) gained 0.24% on Wednesday after a report showed private sector hiring fell more than expected last month. The ADP Employment Change report...

yesterday, the VIX index was up slightly, and 10-day realized volatility began to rise from its depressed levels, as the S&P 500 moved by 60 basis points instead of its usual 25 bps. With a Jobs...

ISM Services PMI came in well below expectations, coming in at 52.1 (street was expecting 55.7), and 3.9 points below October. Although any reading above 50 means expansion, so the services sector...

Post-COVID, the consumer electronics industry has faced a challenging path, including inflation, customers' hesitancy to spend money on non-essential goods, and more. Analysts expect 2025 could bring...

The odds still look skewed toward a softer pace of expansion for fourth-quarter GDP. However, an upgraded nowcast from the Atlanta Fed hints at the possibility for something stronger. The regional...

Fed officials support further interest rate reductions. Probability of a 25bps rate cut in December increases slightly. Euro traders keep their gaze locked on French politics.  Dollar Awaits More...

10-year rates increased yesterday by roughly four bps to close at 4.23% following a stronger-than-expected JOLTS report. The report overlooked healthy, in my view, with the layoffs in October lower...

The manufacturing sector contracted for the 8th straight month, with the November number coming in at 48.4 (anything below 50 is contracting). This was actually above the street estimate of 47.7 and...

Strong US Macro Statistics Limit Gold's Gains Gold (XAU/USD) rose by 0.17% on Tuesday but failed to hold above the important $2,660 level. It appeared that XAU/USD was on course to break above an...

The top 10% are the dog sipping a drink as the cafe burns down, saying "this is fine." What's the one thing we need to fix or nothing else matters? There are plenty of potential candidates:...

The coming Trump presidency is likely to be exciting, but a lot is unknown. Investors need solid tactics to handle commodities, the stock market, bonds, crypto, and of course supreme money...

Based on early Black Friday sales estimates, sales were strong, but shoppers were much more inclined to take advantage of online sales than go to the malls and stores in person. Mastercard...