Market Overview

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...

Be prepared for this week's Federal Reserve meeting. Here are 4 ways to trade the upcoming interest rate cut 

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...

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...

The August jobs report highlighted a critical reality: the labor market is cooling off. While the headline figures seemed decent, the underlying data reveals clear warning signs that worker demand is...

The labor market is clearly weakening. But in reality, this is what needs to happen. Short-term pain is needed to reconcile the great imbalances created by decades of free money. The alternative is...

The CME FedWatch tool has suggested a total of 250 bps Fed funds rate cuts through September next year, to bring the Fed funds rate to 2.75%-3.00%. An upbeat BoJ’s monetary policy statement next...

Gold prices surged to 2,570 USD per troy ounce on Friday. New record highs became possible amid the weakening position of the US dollar and declining yields on US government bonds.   Gold prices...

Today’s revised estimate of US economic activity for the upcoming third-quarter GDP report continues to point to a slower-but-still-solid growth rate, based on the median nowcast for several...

Investors are split between a 25 and 50bps Fed rate cut BoE is expected to stand pat, but resume cuts in November BoJ to also stay on hold, focus to fall on future hike signals Let the Fed Cuts...

Soft US PPI and reports of Fed dilemma revive bets of 50bps cut Dollar plunges as yields fall, pushing gold to new all-time high Euro climbs as ECB trims rates but does not signal October cut Fed...