Market Overview Analysis & Opinion

U.S. Treasury Secretary Janet Yellen recently stated: “You don’t have a recession when you have the lowest unemployment rate in 53 years.” Let’s HOPE she is correct. As logical...

US equity futures are indicating a lower open as of 05:00 ET. European equity markets are mostly firmer, following broad weakness in Asia, where markets were in risk-off mode following US CPI data,...

Despite coming in below the previous reading, U.S. inflation data was slightly above expectations The initial market reaction was a mixed bag However, it is likely that inflation could fall sharply...

US futures are indicating a slightly higher open as of 04:05am ET. European equities markets have opened mostly higher, following mixed trading in Asia. US CPI result is in focus today with consensus...

The market correction has started. The question we have repeatedly discussed over the last several weeks is the ongoing battle between bullish technical improvements and bearish fundamentals.On...

Sunday’s Super Bowl had a few notable “firsts,” including the first featuring two brothers on opposing teams, but it will undoubtedly be remembered as a major turning point in sports...

US equity futures are indicating a broadly flat open as of 05:00 ET. European equity markets are firmer, following a mostly lower performance in Asia as investors grapple with the BOJ's choice of new...

Hedge Fund Tips with Tom Hayes – VideoCast This content was originally published on Hedgefundtips.com.

Our base case remains negative EPS growth and a higher unemployment rate from May/June 2023.In other words: a recession. But what if we are wrong?Labor HoardingDuring the pandemic, companies...

US futures are pointing to a slightly higher open as of 04:05 ET. European equities markets have opened lower, following broad losses in Asia. Market sentiment is undermined by a string of hawkish...

On Tuesday, I joined Ann Berry on Public.com to discuss the Fed, Strong Jobs Report, Inflation and Hikes moving forward. Thanks to Ann and Mike Teich for having me on (turn up the volume a bit to...

US futures are pointing to a higher open. European equities markets have opened with gains, following mixed Asian trade. Increased volatility in US is underlined by uncertainty over Fed's message on...

This year’s rebound in asset prices around the world suggests that investor sentiment is shifting to risk-on after a year of playing defense. Trying to divine the future for pricing is always...

The stock market is betting on a Goldilocks scenario. Jerome Powell doesn’t foresee a recession, instead, he forecasts a soft landing. Apollo is bettering the soft landing scenario with an...