Market Overview

On December 18th, the Fed officials voted to reduce the fund’s rate by 25 basis points, tightened their forward guidance on future cuts, and issued a new Summary of Economic Projections (SEP) with...

Analysis of the current movements of commodities futures, along with cryptocurrency prices indicate that the markets look ready to repeat the moves, seen during the last tenure of US President Donald...

Ed and Eric look forward to the new year in this week's webcast below

This week is expected to be relatively quiet. The most notable data release will be the ISM Manufacturing Report on Friday, January 3. Early in the week, we’ll get some housing data, while continuing...

When the Obama Administration first suggested the Affordable Care Act following the Financial Crisis, we argued that the outcome would be substantially higher, not lower, healthcare costs. It is...

Yesterday’s market activity was predictable, with the S&P 500 closing flat. Futures volume reflected the holiday mood, with just 840,000 contracts traded. Given that it was the day after...

The 2024 season is coming to an end. What an eventful year it has been: the Magnificent 7 rally, the Bitcoin halving, Tesla's (NASDAQ:TSLA) Cybercab reveal, geopolitical tensions and the US election....

The S&P 500 rallied by about 75 basis points yesterday, but it remains a market with weak breadth. Breadth was notably weak in the morning, though it improved slightly as the day progressed....

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, institutional fund managers are sitting on record low cash allocations as they increase their equity holdings. Bank of America believes this is a contrarian indicator...

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...