Market Overview Analysis & Opinion

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and...

According to Bank of America (NYSE:BAC), institutional fund managers are sitting on record low cash allocations as they increase their equity holdings. Bank of America believes this is a contrarian...

Inflation I, the Good: In our Roaring 2020s scenario, a productivity growth boom boosts real GDP growth, keeps a lid on inflation, drives up real labor compensation, and widens profit margins. Last...

Well, that was quite an eventful week. We had a Fed announcement, and all the market geniuses were quick to attribute the cause of the 3% decline to the Fed announcement. However, this is nothing...

It will be a holiday-shortened trading week due to the Christmas holiday. Markets in the US will close early on Christmas Eve, December 24th, at 1 PM Eastern and remain closed all day on Wednesday,...

Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macro-economic, geopolitical or market...

Even the sharpest minds can stumble when emotions overrule discipline in investing. History shows that caution often outlasts the allure of market euphoria. In stretched markets, staying grounded...

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and...

In response to a media member, who at Wednesday’s post-FOMC press conference, asked Jerome Powell if he thinks we’ve avoided the recession that everyone [read: the media and its obsession with the...

Protect your wealth during market selloffs with expert insights on timing strategies and defensive positions. We analyze critical market movements across major indices, highlighting significant...

The good news is that the engine of growth for the US economy is the private sector. But the government’s share of GDP isn’t trivial, which means that a potential government shutdown that could start...

In this episode, Canada’s inflation cooled to 1.9% in November, but sticky core inflation at 2.7% raises questions for the Bank of Canada. With transportation costs rising and food inflation...

S&P futures are indicating a lower open, down (0.68%), as the fallout from the Federal Reserve’s hawkish tone continues to weigh on markets. Markets are now focused on November’s personal...

Treasury yields rose sharply following the Fed meeting on Wednesday, yet they are collapsing in the world’s second-largest economy, China. While our economy is robust, large foreign economies,...