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Market Analysis

  • May 22, 2025

Why Today’s Cities Cannot Handle Growth Like Yesterday’s Did

Steve Randy Waldman is a writer and thinker with an extensive online following. I have always enjoyed the thoughtfulness he brings to the subjects he writes about, but we come from different...

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  • May 22, 2025

America's Dire Fiscal Condition Signals Deeper Debt Crisis Ahead

We find it mandatory to now put a bright spotlight on America's dire fiscal condition. The National debt rose from less than $6 trillion in 2000 to over $37 trillion today. Our debt is now 720%...

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S&P 500: More Weakness Likely After Yesterday’s Late Reversal
  • May 22, 2025

S&P 500: More Weakness Likely After Yesterday’s Late Reversal

The S&P 500 finished the day flat despite being up nearly 60 bps with just 30 minutes to go. The decline into the close was a bone-crushing one. More impressive was that it was against a market...

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Asia stocks rise on softer yields, Japan firms past strong inflation data
  • May 22, 2025

Asia stocks rise on softer yields, Japan firms past strong inflation data

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S&P 500 Slides as Yields Spike on $4 Trillion Debt Ceiling Deal
  • May 22, 2025

S&P 500 Slides as Yields Spike on $4 Trillion Debt Ceiling Deal

U.S. stocks are falling but have recovered from the lows as investors weigh up the impact of Trump's Big Beautiful Bill ahead of business activity data later in the session. Trump's signature tax...

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Market Update: US Tax Bill, Eurozone PMI and S&P 500 Technicals
  • May 22, 2025

Market Update: US Tax Bill, Eurozone PMI and S&P 500 Technicals

European Session Recap European markets began the day on the back foot as market participants digested a proposed tax-cut bill that threatened to enlarge the US deficit. Opposition to President...

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USD/JPY Likely to Stay Elevated as Japan’s Intervention Window Narrows
  • May 22, 2025

USD/JPY Likely to Stay Elevated as Japan’s Intervention Window Narrows

USD/JPY Falls to a 2-Week Low on US Debt Concerns USD/JPY has fallen to a 2-week low amid safe haven gains for the yen and broad weakness in the US dollar. The yen is also benefiting from upbeat...

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Services Are Dragging the Eurozone PMI Down
  • May 22, 2025

Services Are Dragging the Eurozone PMI Down

Flash Eurozone PMI business activity estimates moved into contractionary territory due to a sharp dip in the services sector. The Euro-region manufacturing PMI rose to 49.4, the highest reading since...

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US Dollar, Treasuries and Stocks Extend Slide on Fiscal Concerns
  • May 22, 2025

US Dollar, Treasuries and Stocks Extend Slide on Fiscal Concerns

Dollar extends slide as Trump’s bill seen ballooning US debt Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023 Wall Steet closes lower, gold and other safe havens gain Oil...

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Bond Yields Are Surging: Narratives Vs. Fundamentals
  • May 22, 2025

Bond Yields Are Surging: Narratives Vs. Fundamentals

Fiscal worries, the US dollar’s imminent demise, and soaring tariff-related inflation expectations are among the concerns driving bond yields higher. At the same time, inflation, the historical...

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Recent Posts

  • S&P 500 Hovers Near Resistance With PPI Set to Test Market Direction
    June 11, 2025
  • Gold’s Corrective Phase Could Be Over as Uptrend Resumes
    June 11, 2025
  • CPI Miss Sends US Dollar Lower as Stocks Lose Momentum Ahead of PPI
    June 11, 2025
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