Market Overview

Fears of a US recession in the near term have faded recently, but rate cuts are still on the agenda. The combination of a robust economy and expectations for monetary easing strike some observers as...

Euphoria in US assets, stock indices reach new highs Today's Fed speakers could threaten Monday’s gains Oil and gold in the red, bitcoin enjoys a strong boost Pound ignores jobs data, awaits...

Both the US dollar and stocks continue moving to the upside as the market speculates that the Fed may slow down its dovish stance, given that the US economy is performing relatively well, unlike...

Gold Declines on Stronger US Dollar and Hawkish Fed Gold (XAU/USD) fell for the second consecutive day on Monday, pressured by a strengthening US dollar (USD) and a less optimistic Fed monetary...

Pagliacci (Clowns, 1892) is an opera in a prologue and two acts with music and libretto by Ruggero Leoncavallo. The play tells the tragedy of a jealous husband and his wife in a commedia dell'arte...

The S&P 500 hit its 46th record high of the year on Monday, defying the recent and uncomfortable combination of stronger-than-expected jobs and higher-than-expected inflation numbers that hint...

China announces more stimulus details but no word on size of package Attention turns to week’s other events as stocks unimpressed Euro and pound flat as ECB decision and UK CPI awaited China...

Gold and bitcoin have not been overly correlated with any market over the past month Given the quiet data calendar this week, price signals may be more useful when assessing potential trade...

The S&P 500 finished last week at a fresh record high as the first big bank earnings came in better than expected. JPMorgan (NYSE:JPM) jumped more than 4% and Wells Fargo (NYSE:WFC) rallied more...

Gold Rises by 1% on Weaker-Than-Expected US Data Gold (XAU/USD) rose by 1% on Friday as the US macroeconomic data revealed weaker-than-expected figures. The US Producer Price Index (PPI) for final...

Corporate insiders are about as bearish on the future prospects of earnings and stock prices as ever before. And there is plenty of evidence suggesting inflation remains sticky. Certainly, it’s...

This week I summarize and share some key concepts around how to use valuation signals to navigate market cycles — something that should be useful for both beginners and seasoned professionals to...

Companies aren’t so worried that they’re letting a lot of people go, but they’re also not so confident that they’re hiring a lot of people. This post, an excerpt from my new Bloomberg Opinion piece,...

Another week and more disappointment for market participants eyeing rate cuts from the Federal Reserve. A slow start to the week with a lot of rangebound price action through to Thursday afternoons...