Market Overview

The Federal Reserve (Fed) meeting went better than many expected. The Fed left interest rates unchanged as planned, but Chair Jerome Powell repeated that the rate cuts will begin ‘sometime this...

At this point, one must wonder what the Fed is trying to pull off, and it isn’t entirely clear to me. It seems like the Fed is taking a big gamble here on inflation hotter than not.That...

Four fairly quick observations on this Federal Reserve meeting day, not all of which have anything to do with the Fed:1. Mean Rate Cut Expectations DropThe FOMC today announced unchanged policy for...

The FED kept rates unchanged and essentially suggested 3 rate cuts on the table for 2024. Both the commodities and equities markets took that as a sigh of relief. SPY made new all-time highs and gold...

The sharp runup in US inflation in 2021-2022 revived the idea that a so-called real assets portfolio is crucial for asset allocation strategies.But with the peaking of inflation in mid-2022,...

The Fed added Quantitative Easing (QE) to its monetary policy toolbox in 2008. At the time, the financial system was imploding. Fed Chair Ben Bernanke bought $1.5 trillion U.S. Treasury and...

The gold (XAU) price declined by 0.13% on Tuesday as the U.S. dollar strengthened ahead of today's Federal Reserve's (Fed) policy rate decision. 'Gold is seeing some exhaustion to the upside as...

Yesterday’s Bank of Japan (BoJ) decision to exit the negative rates went quite smoothly for equities and bonds, relatively disquieting for the yen.The USD/JPY spiked past 151.50 this morning on...

The momentum factor has been revived in recent months, led by powerful rallies among AI-related stocks and Healthcare sector behemoths Two companies, one from each space, hold investor events this...

Most investors consider the level of interest rates to be the source of the “tipping points” that move stocks.We’ve found that the velocity of interest rate changes is equally as...

Analysts are debating if last week’s sticky inflation news is the death knell for a June cut in interest rates by the Federal Reserve. This much is clear: the recent run of news isn’t...

Fed will announce its latest decision at 18:00 GMT WednesdayAlmost certain to keep rates steady, so focus will fall on ‘dot plot’Signals of fewer rate cuts this year could help the dollar...

In 2023, Nancy Pelosi's stock holdings garnered significant attention as part of an ongoing analysis of influential figures' financial portfolios. Nancy Pelosi's stock trades saw a staggering 65%...

BoJ ends negative rates and yield curve control in historic moveBut yen can’t catch a break as Ueda signals ongoing accommodative stanceAussie also under pressure as RBA tones down tightening...