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Market Analysis

S&P 500: Bull Market Is Now 2 Years Old – How Much Longer Can It Last?
  • October 21, 2024

S&P 500: Bull Market Is Now 2 Years Old – How Much Longer Can It Last?

The bull market celebrates its two-year milestone, maintaining strong growth. Investors watch closely to see if the rally aligns with historical bull market patterns. Sustained market momentum...

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Gold, US Dollar Edge Up Amid Rising Bets on Trump Victory
  • October 21, 2024

Gold, US Dollar Edge Up Amid Rising Bets on Trump Victory

US election risks move to the forefront as Trump narrows gap with Harris Gold begins week with new record as geopolitical tensions add to demand Stocks mixed ahead of key earnings Trump Trade Makes...

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Why Banking Stocks Remain a Great Bet at Current Valuations
  • October 21, 2024

Why Banking Stocks Remain a Great Bet at Current Valuations

The big banks officially kicked off the third-quarter earnings season last Friday. At a high level, results have been good enough to drive the broader banking space to year-to-date highs. The return...

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  • October 21, 2024

Gold Surges, Euro Rebounds on Rising Tensions and US Political Uncertainty

Gold Surges on Rising Tensions and US Political Uncertainty Gold (XAU/USD) climbed by over 1% on Friday, bolstered by escalating tensions in the Middle East and growing political uncertainty over the...

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Markets Weekly Outlook: PMI Data, IMF Meeting and Earnings Dominate the Agenda
  • October 21, 2024

Markets Weekly Outlook: PMI Data, IMF Meeting and Earnings Dominate the Agenda

Global markets are reacting to shifts in central bank policies, with the US dollar strengthening and rate cut expectations changing. The upcoming week will be busy with the IMF meeting, PMI data...

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Did the Economic Modern Family Really Go Anywhere Last Week?
  • October 21, 2024

Did the Economic Modern Family Really Go Anywhere Last Week?

Here is the Economic Modern Family ringing the bell at the NYSE! I feel like there is so much to talk about, that at the end of the day (week), the talking points matter little compared to the...

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Are Market Insiders Bracing for a Weaker Economy?
  • October 21, 2024

Are Market Insiders Bracing for a Weaker Economy?

The market environment has changed dramatically from that which defined the past two decades. Interest rates are significantly higher which should bring equity valuations down though that is not the...

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Optimism Reigns in Markets, But Volatility Risks Remain on the Horizon
  • October 21, 2024

Optimism Reigns in Markets, But Volatility Risks Remain on the Horizon

Nasdaq has broken resistance, Bitcoin gaining too. Bitcoin/risk assets are scheduled for a seasonal boost. (but) Volatility season is not over yet. Election is set to deliver a binary...

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Rebuilding After Natural Calamities Doesn’t Spark Sustainable Economic Growth
  • October 18, 2024

Rebuilding After Natural Calamities Doesn’t Spark Sustainable Economic Growth

In times of disaster and destruction, a common narrative often emerges that rebuilding efforts will lead to economic growth. The idea that repairing damage and replacing destroyed goods creates jobs...

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Week Ahead – BoC to Speed Up Rate Cuts; Flash PMIs Eyed for Growth Clues
  • October 18, 2024

Week Ahead – BoC to Speed Up Rate Cuts; Flash PMIs Eyed for Growth Clues

Bank of Canada meets; may opt for bigger 50-bps cut October flash PMIs to set the mood amid some growth concerns A relatively quiet week otherwise, with mostly second-tier releases BoC to Likely...

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