It’s a big week for US economic data, which could push long-term rates towards 5%, especially if the data comes in stronger than expected. On Tuesday at 10:00 AM, we’ll get the JOLTS report and ISM...
In April last year I took a look at the market potential for a downturn that ultimately, never materialized. That scenario was negated by the break of the March high during the summer, followed by a...
Since the forecasts were so inaccurate in 2022, through 2023, you rarely hear any kind of recession talk these days, and for good reason, with the US job market being frighteningly consistent the...
While it seems every other bear has now thrown in the towel, Jeremy Grantham remains undaunted, telling The New Yorker, “technology-based financial optimism prevalent on Wall Street has been...
Market Overview: S&P 500 E-Mini Futures TheS&P 500 E-Mini market formed a monthly bear bar in December. The bears must create consecutive bear bars (something they haven’t been able to do...
A week that started in 2024 and ended in 2025 showed glimpses of what many had been expecting from the year ahead. The main one being that the US Dollar is set to remain king in 2025 as the US Dollar...
MON: EZ, UK & US Final Composite & Services PMIs (Dec), German Prelim. CPI (Dec), US Factory Orders (Nov) TUE: Swiss CPI (Dec), EZ Flash HICP (Dec), Canadian Trade Balance (Nov),US ISM...
King dollar flexes its muscles ahead of Friday’s NFP. Eurozone flash CPI numbers awaited as euro bleeds. Canada’s jobs data to impact bets of a January BoC cut. Will the US Data Add More Fuel to...
Markets are gradually preparing for an eventful week. Trump’s rhetoric overshadows US data prints. Dollar maintains this week’s gains, euro/dollar closer to parity. Nervousness Impacts US...
2025 begins with our plans well in motion for a stock market top and important changes to the macro This article attempts to put clearer words and images to the many words I expended in my interview...