Market Overview Analysis & Opinion

A lot can happen over the course of a week when it comes to the crowd’s fickle sentiment du jour on matters of recession. At this time a week ago the headlines warned that a contraction, if it hadn’t...

US futures are indicating a higher open today. European equity markets have opened strong, following advancing Asian markets. Markets in risk-on mode following better-than-expected US retail sales...

I was recently asked about the seemingly strong “economic growth” rate as the Federal Reserve prepares to start cutting rates. “If economic growth is so strong, as noted by the recent GDP report,...

Stocks kept rising because retail sales and jobless claims data were better than expected. This is the second week in a row that stocks have jumped after a good jobless claims report. I’m not sure if...

Last week, I wrote an article entitled “Reasons For A Crash.” And, I will let you in on a little secret – I actually wrote that title as a test. You see, I assumed that the great majority of those...

In this episode, U.S. inflation has slowed to its lowest point in over three years, opening the door for potential Federal Reserve interest rate cuts in September. Key factors include a modest...

Stocks were mostly flat to slightly up yesterday, with the S&P 500 getting a boost in the last 10 minutes due to a big closing imbalance. Other than that, it was a pretty quiet day. The CPI...

It was only a few months ago (with the March CPI report in April) that I was talking about a ‘Potential Pony Situation’ in my podcast when, after an unsettling Core CPI, I pointed out that the Median...

S&P futures are pointing to a flat open today ahead of the July CPI data. Asian markets finished Wednesday trading mix, and European equity markets continue to climb in early trades. In today's...

A recent article co-authored by Stephen Miran and Dr. Nouriel Roubini, aka Dr. Doom, accuses the U.S. Treasury Department of using its debt-issuance powers to manipulate financial conditions. They...

Markets are bracing for a key CPI report today. This data comes amid growing recession fears after weak labor market data. A lower-than-expected print could drive a stock rally, but a...

Stocks finished the day higher yesterday after a weaker-than-expected PPI report. Although rates fell, it didn’t result in a significant yield curve steepening, and the dollar was only slightly...

From the time you wake up in the morning, you are bombarded with information and faced with making decisions. In fact, people make approximately 35,000 decisions per day! Some...

Early assessments of third-quarter economic activity for the US point to a slowdown vs. Q2, based on the median nowcast for estimates compiled by CapitalSpectator.com. The downshift is prominent, but...