Market Overview

In the course of this inflation cycle – and I do think this is a cycle, and not necessarily a one-off, although the subsequent peaks may not surpass this year’s peak in Median CPI for some...

US futures are pointing to a flat open as of 04:45 ET. European equity markets have opened mostly higher, following an Asian trading session closing with a positive tilt. UK CPI for June dominates the...

Following countless recession predictions, the US economy is still churning.In the latter half of 2022, recession announcements began in earnest. In June ’22, 68% of economists believed...

All signs point to a final U.S. interest rate hike in this cycle And yield-curve inversion continues to indicate a high risk of recession Meanwhile, Nasdaq 100 keeps inching closer to all-time...

US futures are pointing to a very slightly higher open as of 04:05 ET. European equity markets have opened mostly lower, following mixed but mostly weaker Asian markets. Focus on hawkish comments from...

Across-the-board rallies in all the major asset classes last week strengthened year-to-date performances in markets around the world based on a set of ETFs. The downside outlier: a broad measure of...

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: “Inflation Relaxation” Stock Market (and Sentiment Results)… For many months we have been...

This week’s news on consumer inflation supports the case for expecting that the Federal Reserve’s interest rate hikes are approaching the end game. The basic calculus is that are...

For many months we have been saying (in our weekly podcast|videocast) that June, July and August would be the months we would see headline inflation collapse to the mid to low 3% levels. This...

US futures are indicating a higher open as of 04:45 ET. APAC traded sharply higher overnight on the back of the US CPI reading, with Hong Kong tech stocks continuing their outperformance. Europe...

The Nasdaq has been the top performer on Wall Street this year, thanks to easing inflation and receding fears over further rate hikes. As such, I used the InvestingPro stock screener to search for the...

US futures are indicating a slightly higher open as of 04:45 ET. APAC traded mixed overnight with the Hang Seng continuing to move higher while Japan was lower again. Europe is broadly higher early....

High volatility is expected ahead of U.S. CPI data release Both the CPI and core CPI are expected to decline, primarily due to the base effect And, odds of a 0.25% interest rate hike at the upcoming...

US and European stock futures are focused on one thing and one thing only, which is the US CPI data. We strongly believe that today's US inflation data will be much better than most speculators...