Market Overview Analysis & Opinion

As widely expected, the Fed cut the Fed Funds rate by 25bps, to 4.25-4.50%, at Wednesday's FOMC meeting. Moreover, they intimated that after cutting rates by 1% since September, they are likely to be...

We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirm that the Fed is going to be much more cautious next year with sticky inflation...

As expected, the Fed cut rates by 25 basis points, but the Fed’s positioning regarding future rate cuts caught the market off guard. Looking back, it was somewhat obvious. Earlier yesterday, I shared...

A comprehensive market insight as the Dow faces its longest losing streak since 1978, while examining key technical indicators across major indices. Discover detailed analysis of the S&P...

The Federal Reserve's December FOMC meeting is set to be a pivotal moment for markets. While a 25bps rate cut is a foregone conclusion, recent data showing sticky inflation and a resilient economy...

The market is confident that a 25-basis-points reduction in interest rate is a done-deal for today’s policy announcement, based on Fed funds futures. But the question of whether the Fed should cut is...

In August, the BLS revised 2024 employment growth lower by 818k jobs in its preliminary revision of its Current Employment Statistics (CES). Despite the substantial revision, more reductions to the...

It was another weak day for the markets. The S&P 500 closed lower by 39 basis points, but the weakness was more pronounced in the RSP equal-weight index, down 80 basis points. The Dow dropped for...

Several updated nowcasts for US economic activity in the fourth quarter have been revised sharply higher recently, but the median estimate barely changed, based on the several data points from a...

In this episode, I discuss why the healthcare sector is an attractive investment opportunity, especially for those over 40. Aging populations, global innovation, and steady growth make it a...

The Bank of Canada has made its 5th consecutive rate cut, dropping rates by 50 basis points, creating a 150bps differential with US rates - the largest since 1997⁠. While the...

The Federal Reserve’s last rate decision of the year is this week, and another rate cut is on the horizon. The market is pricing in a 97% chance of a 25 basis point cut, so that’s pretty much...

The US Dollar Index is up over 6% this year, almost all attributable to a post-election surge. As many developed nations show stagnant economic growth or even contraction, the U.S. economy continues...

US equity futures are slightly weaker. European markets are trading lower, while Asian equities ended mostly lower. Market attention remains on this week’s central bank policy meetings. The Federal...