Market Overview

The stock market is betting on a Goldilocks scenario. Jerome Powell doesn’t foresee a recession, instead, he forecasts a soft landing. Apollo is bettering the soft landing scenario with an...

Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts. Not surprisingly, that article generated substantial pushback from readers, pointing...

The U.S. stock market rally this year continues to be led by so-called high-beta stocks, which are outperforming the broad market by a wide margin, based on a set of proxy ETFs through Monday’s...

Last week, FOMO (Fear Of Missing Out) became the prevailing market narrative.As data seemed to further validate the soft landing narrative and central bankers became ‘’data...

In the following video, I explain what I believe to be the 3 most important things to know about the global macro outlook in February.

Movements of the S&P 500 since the Fed’s interest rate hike on Feb. 1 indicate that despite the late weekly selling, the index still managed to close last week with a 1.6%...

The most recent NFIB (National Federation Of Independent Business) survey is sending a strong signal of an economic recession. In 2019, the NFIB survey, combined with an inverted yield curve,...

The Federal Reserve raised its policy rate range 25bp to 4.5%-4.75% and indicated it isn’t finished yet. With the economy losing momentum, the jobs market showing tentative signs of cooling, and...

BOEAs for today’s economic calendar, we have two important economic events unfolding. Firstly, it is the Bank of England’s meeting. The bank is expected to increase the interest rate by 50...

In 2021 and 2022 we called the Federal Reserve “tardy” on several occasions as they doggedly held to their “transitory” inflation stance long after reasonable people (using the...

What follows is a somewhat-edited version of Episode #50 of the Inflation Guy Podcast;Hello and welcome to Cents and Sensibility, the Inflation Guy Podcast. I am Michael Ashton, the Inflation Guy, and...

Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook. This leaves investors in a predicament of avoiding a further drawdown in the equity...

MON: Swiss KOF (Jan), Japanese Retail Sales (Dec), Japanese Unemployment (Dec), UK Nationwide House Price (Jan) TUE: Australian Retail Sales (Dec), Chinese NBS PMIs (Jan), German Import Prices (Dec),...

JUST LIKE THAT, growth stocks are back in vogue. Vanguard Growth ETF (NYSE:VUG) has outpaced Vanguard Value ETF (NYSE:VTV) by more than nine percentage points over the past three weeks. That gap in...