Market Overview Analysis & Opinion

In this piece, we’re going to run through some of last week’s important data releases.Let’s dive right in.1. New York Fed Global Supply China Pressures Index vs. U.S. CPI YoY%Another...

S&P 500's market breadth is positive, signaling a bullish outlook for the index. Meanwhile, the 60/40 portfolio continues to make a comeback. Despite this, bearish sentiment continues to remain...

Hedge funds are often called fast or smart money because they are one step ahead of herd market thinking.I am blessed with the opportunity to have several of them as clients, and pick up their brains...

Recession odds have climbed considerably since Jerome Powell’s testimony before Congress and the latest FOMC meeting. However, the recent failures of Silicon Valley Bank and Credit Suisse...

US futures are indicating a slightly lower open. European equity markets have opened with modest gains, following positive Asian trade. Lower-than-expected US CPI and PPI results are lending support...

Snatching Defeat From The Jaws of VictoryOn Wednesday, the market started up nicely on the back of the better than expected CPI prints: It didn’t take long for the Fed to mess things up (once...

The Consumer Price Index eased more than expected in March, providing fresh evidence that pricing pressure has peaked and inflation remains on track to decelerate further in the months ahead. The core...

US futures are indicating a higher open. European equity markets have opened positive territory, following mixed to higher levels in Asia. US CPI in focus. March FOMC minutes also expected to provide...

US futures are pointing to a higher open. European equity markets have opened in the positive territory, following mostly higher levels in Asia. Market focus remains on recession signaling from deeply...

Recession forecasts for the US continue to swirl, but the risk still looks low from the perspective of expectations for the first-quarter GDP report that’s scheduled for April 27, when the...

Despite media headlines, podcasts, and broadcasts suggesting “doom and gloom” lurks around the corner, investor bullishness has increased markedly sincetheOctober lows. This isn’t...

When the yield curve flattens and eventually inverts, you worry. But it’s when a recession hits, the Fed cuts rates and the curve steepens that you become s**t scared.Yield curve...

US equity futures are indicating a broadly flat open as of 05:00 ET. Asian equity markets were mostly higher, while European equity markets are closed for Easter Monday. The US labor market is seen as...

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: “Stuck in the Middle with You” Stock Market (and Sentiment Results)… As you can see in the...