Market Overview Analysis & Opinion

Part One of this article described the burgeoning bull steepening yield curve environment and what it implies about economic growth and Fed policy. It also discussed the three other predominant types...

We expect the Fed rate cut cycle to start soon and proceed gradually. Barring a financial crisis or a sharp and unexpected change in the path of inflation or unemployment, the upcoming rate-cutting...

September has just started and is already living up to its reputation of being the toughest month of the year for stocks. The stock market sold off after the open and August's weak M-PMI report was...

Stocks fell sharply yesterday, with the S&P 500 down more than 2% and the Nasdaq 100 dropping 3.15%. These declines aren’t entirely unexpected, and some of the drop is due to the end-of-day surge...

We are diving into a new federal initiative aimed at tackling Canada's housing crisis. The government has announced 56 properties for conversion into affordable housing. We'll...

S&P futures are basically unchanged, suggesting a flat open today. Asian equities traded mixed in a quiet Tuesday session., while European markets are broadly higher in early trades. In today's...

Unnoticed by the vast majority of investors, a major macro regime change is underway. This could prove to be a catalyst for a major regime change in financial markets in coming years. Already it...

In a recent discussion with Adam Taggart via Thoughtful Money, we quickly touched on the similarities between the U.S. and Japanese monetary policies. However, that discussion warrants a deeper dive....

US futures are indicating a positive open today. European equity markets are mostly higher, following the mostly advancing Asian markets with China markets outperforming. Market attention today is...

Well, it looks like the day before yesterday’s implied volatility ramp higher came back to bite the market yesterday. The early IV crush in the VIX 1D went from 21 to 11, sending the S&P 500...

In this episode, Canada’s Ambassador to Washington, Kirsten Hillman, reassures Canadians that the upcoming U.S. election won’t significantly impact Canada, regardless of the outcome. She...

US futures are pointing to a slightly lower open today. European equity markets have opened flat, following mixed Asian market trades. In US, attention is on chip sector with Nvidia (NASDAQ:NVDA)...

S&P futures are indicating a flat open today, up +0.02% as the market awaits for NVIDIA (NASDAQ:NVDA)'s earnings. Asian markets finished Wednesday trading mostly lower, while European markets are...

The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure We know the story. A disgusting virus spread across the world, terrorizing society into...