Market Overview

It was a strange day, for sure. The Treasury rate fell quite a bit, certainly more than I would have expected given the naming of a Treasury Secretary. Of course, the solid 2-yr auction results at 1...

Last week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper. Our conversation...

Last week, we discussed the impact of the Trump Presidency on the financial markets based on expectations of tax cuts, tariffs, and deregulation. Since then, the “Trump Trade” went into full swing,...

The EUR/USD is recovering a little after its mini collapse on Friday. However, further eurozone confidence data this week could still spell trouble and tilt the market towards a 50bp ECB cut in...

Corporate insider trading activity has never been more bearish than it is right now. This should be especially concerning given the fact that aggregate insider activity is one of the best predictors...

Stocks bounced back following last week’s decline, with the S&P 500 rebounding by 1.7%. This week will be short, with US markets closed on Thursday and a half-day on Friday. It will also be...

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...

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...

A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As a result, the market...

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...