Market Overview

Forget inflation predictably floating around 1.5% as in the last decade.Does this mean this paradigm shift will see inflation consistently print at 4% going forward? Not necessarily. But it sure means...

Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President Obama held the White House, when Marshall Auerback, via the Nation,...

US economic activity in the fourth quarter remains set for a sharp slowdown vs. Q3, but the pace of expected growth has strengthened recently, based on updated nowcasts.Output for Q4 is estimated at...

Stocks finished flat yesterday, following the slightly stronger-than-expected retail sales and weaker PPI data. Overall, yields and the dollar rose, which helped hold the S&P 500 to a gain of only...

It is easy to get carried away and attempt to time a raging bull market But that is the opposite of what a wise investor should do, according to the great Benjamin Graham Ultimately, having a 'margin...

In February 2023, we wrote this article. The article walks through Michael Kantrowitz’s HOPE model. HOPE, or Housing, New Orders (ISM), Corporate Profits, and Employment, provides a handy...

Focus shifts to the key inflation data due today This data will play a pivotal role in deciding the year-end rally's fate Decline in shelter inflation has continued, increasing odds of a...

Stocks finished yesterday's session lower ahead of CPI report. Expectations are for headline CPI to increase by 0.1% month-on-month and 3.3% year-on-year, down from September’s increase of 0.4%...

Investor sentiment has surpassed its historical average of 37.5% as the stock market bounced back from the treasury crisis Investors now wonder whether the rally will sustain into yearend With that in...

U.S. unemployment hits a two-year high at 3.9% Sahm's rule suggests potential recession, as the quarterly moving average of the unemployment rate nears the 0.5% threshold Meanwhile, cryptocurrencies...

Stocks had a big rally day on Friday, but most of the week was a real struggle. The rally on Friday didn’t help the equal-weight S&P 500 or Russell 2000 finish positive for the week, despite...

Learn how to search for undervalued stocks with a simple-to-replicate strategy suitable for novice investors. Discover the power of two combined metrics (Fair Value Growth and Global Score) to search...

The Chicago Fed National Activity Index (CFNAI) is arguably one of the most important and overlooked economic indicators. Each month, economists, the media, and investors pour over various mainstream...

Investors should brace for more volatility next week amid growing uncertainty over the Federal Reserve’s policy outlook. U.S. CPI inflation, the latest retail sales figures, and a read on...