Market Overview

Both the US dollar and stocks continue moving to the upside as the market speculates that the Fed may slow down its dovish stance, given that the US economy is performing relatively well, unlike...

Gold Declines on Stronger US Dollar and Hawkish Fed Gold (XAU/USD) fell for the second consecutive day on Monday, pressured by a strengthening US dollar (USD) and a less optimistic Fed monetary...

Pagliacci (Clowns, 1892) is an opera in a prologue and two acts with music and libretto by Ruggero Leoncavallo. The play tells the tragedy of a jealous husband and his wife in a commedia dell'arte...

The S&P 500 hit its 46th record high of the year on Monday, defying the recent and uncomfortable combination of stronger-than-expected jobs and higher-than-expected inflation numbers that hint...

Crude oil and AUD struggle on vague Chinese stimulus measures Reports suggest Israel may not attack Iranian oil assets, sending crude sharply lower Overview Already on the backfoot thanks to a lack...

China announces more stimulus details but no word on size of package Attention turns to week’s other events as stocks unimpressed Euro and pound flat as ECB decision and UK CPI awaited China...

ECB meets on Thursday; markets expect a 25bps rate cut Lots of reasons for a pause, including the lack of staff projections But the ECB might choose to avoid disappointing the markets The euro could...

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...

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...

The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024, showcasing a 2.96% growth rate. This number has sparked discussions among investors and analysts,...

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...