Market Overview

The S&P 500 finished last week at a fresh record high as the first big bank earnings came in better than expected. JPMorgan (NYSE:JPM) jumped more than 4% and Wells Fargo (NYSE:WFC) rallied more...

Gold Rises by 1% on Weaker-Than-Expected US Data Gold (XAU/USD) rose by 1% on Friday as the US macroeconomic data revealed weaker-than-expected figures. The US Producer Price Index (PPI) for final...

Corporate insiders are about as bearish on the future prospects of earnings and stock prices as ever before. And there is plenty of evidence suggesting inflation remains sticky. Certainly, it’s...

This week I summarize and share some key concepts around how to use valuation signals to navigate market cycles — something that should be useful for both beginners and seasoned professionals to...

Companies aren’t so worried that they’re letting a lot of people go, but they’re also not so confident that they’re hiring a lot of people. This post, an excerpt from my new Bloomberg Opinion piece,...

Another week and more disappointment for market participants eyeing rate cuts from the Federal Reserve. A slow start to the week with a lot of rangebound price action through to Thursday afternoons...

Gold Grows Despite the Higher-Than-Expected US CPI Data Gold (XAU/USD) reversed on Thursday midafternoon, following four consecutive bearish trading sessions. Although the US dollar (USD) rose after...

Jobless claims contradict the stronger CPI report Fed’s Bostic talks about a November Fed pause Dollar trades sideways as the market still expects a November cut Oil and gold in the green, pound...

Oops. Inflation in the US came in hotter than expected in September, both on a monthly and yearly basis. The headline inflation eased less than expected from 2.5% to 2.4%, while core inflation...

US initial jobless claims surged last week, largely reflecting the impact of Hurricane Helene on US Gulf states Hurricane Milton may deliver a similar impact, creating the potential for an ugly...

First, a review: last month, August’s report missed higher. But the miss was mostly due to the quirky jump in Owners’ Equivalent Rent. Outside of that, CPI had been okay – not great, but moving in...

US inflation came in slightly above expectations, but a jump in weekly jobless claims shifted the focus to the need for further policy easing, dampening speculation that the Fed may not cut rates in...

Fed minutes show split over September cut but Wall Street rallies Dollar eases from near 2-month high as focus turns to CPI report Gold and oil steadier after recent losses Fed Minutes Add Little...

The S&P 500 hit its 44th record this year on Wednesday, Nasdaq 100 closed above the 20,000 mark. The Dow Jones index advanced 1% to an almost ATH, while investors were less enthusiastic regarding...