Market Overview

Last Monday, global equities and digital assets underwent a dramatic selloff as the unwinding of the Japanese yen carry trade rattled markets. The S&P Global Broad Market Index (BMI), which...

The European and US markets are rapidly progressing, shedding all the worries from the previous week's price action. Traders are eager to seize bargains, while others maintain the belief that the...

To no one’s surprise, volatility has returned in a big way, and if the typical market playbooks of the past 30 years continue to work, then what we have seen regarding the yen carry trade to this...

Ask economists how they forecast economic activity. It’s likely they will mention productivity, demographics, debt, the Fed, interest rates, and a litany of other elements. Economic confidence is...

A Universal Basic Income (UBI) sounds great in theory. According to a previous study by the Roosevelt Institute, it could permanently increase the U.S. economy by trillions of dollars. While such...

Trading is more than just long and short positions. Learn the deeper strategies that drive success.

It’s important for investors to follow stocks and bonds. And even more important to understand the relationship between them.   Today, we highlight the past 20-years of there relationship via the...

Judging by the current numbers, the US expansion almost certainly endures. There are well-founded concerns that the tide may be turning, but that’s still a speculative call. By comparison, published...

The Sahm Rule is getting airplay, but Sahm is not what I am, it is just one non-exceptional and somewhat lagging indicator of the coming recession. “We are pointed toward recessionary...

Economist Claudia Sahm developed the “Sahm Rule,” which states that the economy is in recession when the unemployment rate’s three-month average is a half percentage point above its 12-month low. As...

This year's biggest pivot point for the market may come today. Original Post

US real estate investment trusts led a widespread rally in July for the major asset classes. The only laggard: commodities, which fell last month. Otherwise, global markets rallied across the broad...

Not everybody is an options trader, but during an election year there is at least one binary option that most of us care quite a bit about and that’s the option on the US Presidency. There are ways...

As we had expected, the BoJ raised its policy rate to 0.25% and announced the JGB purchases would be halved by 1Q26. The growth outlook was trimmed modestly for FY24 while the inflation outlook...