Market Overview Analysis & Opinion

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: Is that it? Stock Market (and Sentiment Results)… We don’t know (if that’s it), but in our...

Since the beginning of 2022, the media has regularly warned a recession is coming. As we suggested previously, if a recession DID occur, it would be the most well-forecasted recession ever on...

US futures are pointing to a very slightly lower open as of 04:05 ET. European equity markets have opened down, following negative trades in Asia. Higher rate backdrop has been a high-profile focus...

JP is the acknowledged expert at Government Relations in the Mortgage Space. Having worked with both of the major Mortgage Brokerage Associations in Canada for the last few years no one knows more...

We don’t know (if that’s it), but in our July 27 note, we put out the following warning: In this week's AAII Sentiment Survey result, Bullish Percent(Video Explanation) dropped to 44.9%...

The opinions expressed here are those of the author alone and do not represent the views of any associated entities.During the financial crisis, house prices in the US fell, in part due to rising...

US equity futures are indicating a largely flat open as of 04:45 ET. This follows a lower Asian session and European equity markets also opening lower. The higher interest rate backdrop is in focus...

Is China's crackdown on economic news sufficient for another Big Short? Immortalized by Christian Bale in The Big Short, Dr. Michael Burry is stirring ‘animal spirits’ in the stock market...

The Fed’s next rate move and its higher-for-longer policy mantra are predicated on high and sticky inflation. Inflation has fallen nicely from its peak but not enough to sway the Fed to...

US equity futures are indicating a slightly higher open as of 04:45 ET. This follows a lower Asian session and European equity markets opening mixed to lower, following on from Tuesday's weak US...

Retail sales in the US have been resilient in the first half of 2023, despite concerns about a recession However, there are some warning signs that signal a slowdown in the coming months Earnings from...

Recession forecasts continue to swirl in some corners of the economics profession, but early econometric estimates for third-quarter GDP data suggest that the expansion will persist for now.US output...

Government bonds or stocks: If you were picking an asset class to outperform over the next 18-24 months, which would you choose?Such was an interesting point made by Greg Feirman last week. To...

US equity futures are indicating a lower open as of 05:00 ET. This follows mixed Asian trade, while European equity markets are under pressure. The higher rate backdrop is in focus as the Treasury 10Y...