Market Overview

As many of you are no doubt aware by now, France’s left-wing New Popular Front alliance thwarted Marine Le Pen’s National Rally party in a stunning upset, leaving the country without a clear majority...

We’ve been here before. Markets price in high odds that the Federal Reserve will soon start cutting interest rates only to learn otherwise. Is this time different? That’s the bet again. To be sure,...

This week won’t contain all of the economic data we have seen the past couple of weeks, but there will be a Q&A session between Jay Powell and David Rubenstein on Monday, July 15, at 12:30 PM ET....

Some state that “bears are like a ‘broken clock,’ they are right twice a day.” While it may seem true during a rising bull market, the reality is that both “bulls” and “bears” are owned by the...

In May, core CPI printed at +0.29% and +0.25% on Median. But a lot of that, most of it, was core goods and the question was whether that month was a one-off due to be reversed at some point, or if...

All eyes are on the US CPI report today. Lower-than-expected numbers could boost stocks and weaken the dollar, while a surprise surge could trigger a correction. We will also take a look at what...

Lately, I have been getting many questions about investing in private equity. Such is common during raging bull markets, as individuals seek higher rates of return than the market generates. Also,...

Last week I had the privilege of participating in a YPO (Young Presidents’ Organization) event held in Victoria Falls, Zimbabwe. One of the main topics of discussion was investment opportunities in...

July is expected to be an eventful month on Wall Street amid a plethora of key market-moving events. Investor focus will be fixated on the U.S. jobs report, CPI inflation data, and the Fed’s FOMC...

The Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022. Despite the Fed’s “significant progress” in lowering inflation, most citizens are outraged and...

From time to time, you will read that the Federal Reserve is trying to “thread the needle” on rates. That is, they don’t want to keep rates too high for too long, lest they sink the economy, nor...

There was a brief period earlier this year when US shares gave up the leadership crown to commodities, but American stocks have retaken the performance throne in June, based on a set of ETFs through...

Stocks finished Friday slightly lower as June OPEX passed. This week, we head into the quarter’s end, closing out the year’s first half. It should be a fairly uneventful week with little on the macro...