Market Overview

The ongoing rise in continuing claims looks worrisome, but initial claims are telling a considerably more upbeat story. Which one’s the better measure? The positive spin via initial claims is...

If you could only track one economic indicator to monitor the economy the trend in payrolls would be a solid choice. Think of it as the fuel that powers consumer spending engine, which accounts for...

The next round of central bank decisions could rank among the most challenging in recent history, perhaps in decades. Policy hawks and doves can cite a fair amount of evidence for supporting their...

Mark Cuban Says Trump’s Tariff Proposals Will Ramp Up Prices- Business Insider Fed’s Kashkari Says Trump Tariffs Could Reheat Inflation If They Provoke Global Trade War- CNBC Blanket Tariffs Would...

Rates dipped slightly yesterday, with the 10-year Treasury falling by about two basis points and the dollar index declining by 40 basis points, providing some relief to risk assets. Given the...

Fourth-quarter economic output for the US looks set for another downshift, based on CapitalSpectator.com’s initial GDP nowcast. The estimate reflects the median for a set of nowcasts published by...

Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on Friday in prepared remarks for a speech [starts at 19:00] to business leaders in...

This week is all about Nvidia (NASDAQ:NVDA), as the market anticipates the company’s fiscal third-quarter results. The biggest question is whether the AI giant will continue beating expectations by...

As the market has now struck the upper end of my long-term target set many years ago, it seems many have embraced this bull market, to the extent that they see no reason for it to end. However, that...

Almost any way you measure it, the stock market is as overvalued today as it has ever been. Clearly, investors are not worried about the potential for inflation to prove problematic for monetary...

2% CPI is a headline you won't find in today's Wall Street Journal. The reason is that official inflation gauges, such as CPI, are in the mid to upper 2% range. Last Wednesday, for instance, the...

Stocks finished the day lower, following hotter-than-expected PPI data and some commentary from Jay Powell that caused traders to pare back bets on December and January rate cuts. The market now sees...

On Wednesday, the Bureau of Labor Statistics released the latest Consumer Price Index (CPI) report for October. Following the trend of the last three months, the inflation rate increased 0.2% on a...

CPI came in as expected yesterday, but that didn’t stop long-end rates from rising, with the 30-year up six bps and the 10-year up two bps. The dollar index also continued to melt up after the data,...