Market Overview Analysis & Opinion

U.S. and European markets are set for a mixed open as traders pay close attention to weak economic numbers out of China and another surprise interest rate hike by the RBA.Over in Europe, what matters...

The pace of the upcoming disinflationary impulse is likely to surprise many: most of our TMC models and leading indicators confirm our call for US core CPI to be in the 3% area by December, and to...

US futures are pointing to a slightly higher open. European equity markets have opened flat to lower, following mixed Asian levels. No change in broader narrative. Markets now in holding pattern ahead...

The odds remain low that the US will slip into a recession in the second quarter, based on current GDP nowcasts compiled by CapitalSpectator.com. Although recession forecasts endure, the numbers...

Many years ago, I purchased a course on how to become an online millionaire. It cost me thousands of dollars, and I rounded up all my friends. I told them about it, and they all joined me, and we took...

The S&P 500The Federal Reserve has been increasing interest rates as a means to manage inflation by reducing overall demand in the economy. This strategy is intended to stabilize economic...

Nvidia and Meta's stocks have skyrocketed this year Investors looking to gain from Meta and Nvidia's rallies have plenty of ways to do so And low-cost ETFs are one of the best options out...

Based on a set of ETFs, widespread gains lifted nearly all the major asset classes for trading in the week through Friday’s close (June 2). The downside outlier: commodities, which slipped...

US futures are pointing to a higher open. European equity markets have opened with gains, following higher Asian levels. US debt ceiling legislation cleared Senate with comfortable majority. Bill will...

The biggest news out on Wednesday was two FOMC members making their case for no hike in June. This language and timing is no accident. After 500bps of 10 consecutive hikes the effective Fed Funds...

US futures are indicating a slightly higher open. European equity markets have opened with gains, following mixed Asian markets. Latest Fed commentary offers support for June pause, sending...

Most of the major asset classes fell in May. The upside exceptions: U.S. stocks and cash. Otherwise, red ink prevailed last month, based on a set of proxy ETFs representing the world’s primary...

I am not the first person to point out that the stock market, at outlandish multiples, is not behaving consistently with commodities markets that are flashing imminent depression. If we insist on...

Global economic surprises suggest that GDP growth could be better than feared Investors can gain insight into the state of the domestic and international economy from retailers, automakers, and...