Market Overview

First, the US East and Gulf ports went on strike on Tuesday, as expected. It will cause supply disruptions and increase the price pressures before the November presidential elections. And we know...

Iran Attacks Israel, How War Affects Markets. How Is This Different From the April Attack?

We are currently in the “everything market.” It doesn’t matter what you have probably invested in; it is currently increasing in value. However, it isn’t likely for the reasons you think. A recent...

Gold (XAU/USD) declined by 0.89% yesterday as the Federal Reserve (Fed) Chair Jerome Powell gave hawkish comments at the National Association for Business Economics. Powell stated that the recent...

Why does the Fed need to cut rates at all given that the alleged unemployment rate is low relative to history, the stock market is at a record high, and housing prices are at all-time highs? As the...

FOMC member Michelle Bowman spoke Monday before the Georgia Bankers Association. Bowman explained why she voted against the 50-basis point rate reduction. Bowman outlined four main reasons why she...

The segment’s title might also read “Another Week, Status Unchanged”, as it has been for so long now. That status targets “to or through the election” [for the broad bull rally], as it has all year...

Immigration is once again making headlines (has it ever stopped?), and it's not just the sheer numbers that have people talking. Concerns about mass immigration—both legal and illegal—have dominated...

The resonance of summer warnings that the US economy is on the precipice of recession continues to fade from the perspective of the upcoming third-quarter GDP report. The latest run of numbers...

Softer PCE data keep chances of another 50bps Fed cut elevated Fed Chair Powell speaks, ISM PMIs and NFP on this week’s agenda Yen rally pauses after Ishiba says policy should stay...

The Chinese real estate market is de-leveraging very hard. Economists estimate Chinese households have suffered $10+ trillion of wealth losses as a result. There is now a strong urge to stop the...

Amid geopolitical developments in the Middle East and rising tensions in Lebanon, oil prices rose in the first session of the day, with U.S. crude contracts up by 0.5%, exceeding $68.50 per barrel....

Soaring indeed has been our Gold:  year-to-date, price has risen from last year’s settle at 2072 to as high as 2709 this past Thursday, to then settle the week yesterday (Friday) at 2681. That is a...

Stocks edged higher last week, with the S&P 500 hitting multiple record highs as investors welcomed signs of easing inflation alongside steady economic growth. Looking ahead, all eyes will be on...