Market Overview

The holiday-shortened trading week will focus more on digesting data from last week than on anticipating new data. The key data to watch this coming week is the ISM Services Index, expected to be...

Stock Market Breakout In my August 4th update, Stock Market Weakness Likely, I pointed out that the market was likely to pull back, and as long as that weakness did not decisively violate...

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: “So Far, So Good” Stock Market (and Sentiment Results)… In our July 27, 2023 weekly note and...

Cash led the performance race in August for the major asset classes, based on a set of proxy ETFs. In fact, most markets posted losses last month. The handful of winners, in addition to cash: a broad...

US futures are pointing to a higher open. European equity markets have opened positive. Asian markets mostly went higher, though gains were relatively modest overall. Equity market has been supportive...

Powell’s recent Jackson Hole Summit speech was mainly as expected. Well, except for the part where Powell obfuscated the truth behind the surge in inflation. More telling was the...

“So Far, So Good” Stock Market (and Sentiment Results)… In our July 27, 2023 weekly note and podcast|videocast we talked about a 3-5% pullback in the month of August. We also said...

With an increase in Foreign Student Visas growing exponentially over the last 2 years to 850K there is no where for these Students to stay. Unlike Foreign Students in most States in the US the...

Ron analyses the immediate future of Rates and their effect on House prices. Will the Recession show up? When will that be? What drives rates and in turn the effect on house prices? This...

US equity futures are indicating a broadly flat open as of 05:00 ET. This follows a mostly positive session in Asia, while European equity markets are higher in early trading. Sentiment remains...

Ron & Natalie discuss the Doom & Gloom around the Canadian Housing Crisis: Sky High Mortgage Rates, Too Few House Listings.Will some people be forced to sell? Insane Student Housing Problems...

US equity futures are indicating a broadly flat open as of 05:00 ET. This follows broad strength in Asia, while European equity markets are firmer. Bond markets are rallying with the Treasury...

Higher interest rates and a stagnant economy keep bank lending on a weakening trend. Annual growth in broad money growth is now negative. This adds to expectations of a weak eurozone economy in the...

The BRICS nations are coming of age.At its annual summit in Johannesburg last week, the bloc of five emerging countries—Brazil, Russia, India, China, and South Africa—announced plans to...