Breaking News
Get 45% Off 0
🎯 Trump Tariffs Hit Markets: Here's What Smart Investors Should Consider
Read now

Market Overview Analysis & Opinion

Contribute
Michael Kramer
Stocks Have Not Capitulated Yet By Michael Kramer - Sep 30, 2022

Stocks haven’t shown the typical type of fear associated with a bottom Valuations are still high The S&P 500 may need to fall below 3,200 The S&P 500 is down more than 20% on the year...

Mike Zaccardi, CFA, CMT
The Volatility Cascade: Will The Fed Blink? By Mike Zaccardi, CFA, CMT - Sep 26, 2022

Major currencies have been in freefall over the last few months as the Fed remains steadfast in its goal to tame U.S. inflation The fixed-income market has become unglued as Forex volatility surges A...

Mike Zaccardi, CFA, CMT
Real Yields Spike And The Equity Risk Premium Plunges By Mike Zaccardi, CFA, CMT - Sep 26, 2022

Positive inflation-adjusted return on default-risk-free Treasuries/corporate bonds Higher market rates means a much lower S&P 500 equity risk premium Consider asset allocation tweaks but wholesale...

Daniela Hathorn
Can The Pound Sterling Recover? By Daniela Hathorn - Sep 23, 2022

The Bank of England (BoE) has defied market expectations by raising interest rates by 50bps at its September meeting. Implied pricing showed that market participants were skewed towards a bigger 75bps...

Michael Kramer
Stocks May Suffer As The 2-Year Rate Breaks Out By Michael Kramer - Sep 23, 2022

2-year Treasury surged above 4% following the FOMC meeting The 2-year may now be heading to around 4.5% This should result in great stock market volatility The 2-year Treasury rate moved above 4%...

Ivana Delevska
Cybersecurity Remains Top Investment Theme By Ivana Delevska - Sep 22, 2022

Earnings trajectory not interest rates primary driver of sector Balance between compounders and binary outcomes Cybersecurity companies reported blowout results, especially considering the...

Continue with Apple
Continue with Google
or
Sign up with Email