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Market Analysis

US GDP Forecast Remains Close to Stall-Speed Pace for Q1
  • March 18, 2025

US GDP Forecast Remains Close to Stall-Speed Pace for Q1

The recent downshift in estimates for US economic output in the first quarter persists, based on the revised median nowcast for a set of analytics compiled by CapitalSpectator.com. The sluggish...

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February Retail Sales Disappoint: Signs of a Consumer Slowdown?
  • March 18, 2025

February Retail Sales Disappoint: Signs of a Consumer Slowdown?

February retail sales did little to calm investor's fears of a consumer slowdown. Sales grew 0.2% for the month but came in well shy of expectations. And the prior month was revised lower by -0.3%....

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Fed and BoJ Rate Decisions Enter the Limelight
  • March 18, 2025

Fed and BoJ Rate Decisions Enter the Limelight

Fed expected to stand pat, focus to fall on new dot plot Yen traders await BoJ for clues about next rate hike German parliament to vote on spending surge, euro extends rally Wall Street rebounds,...

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Is Trump Intentionally Trying to Bring on a US Recession?
  • March 18, 2025

Is Trump Intentionally Trying to Bring on a US Recession?

We generally don’t engage in unprovable/unfalsifiable conspiracy-linked speculation to explain market performance or government policy, but today we are making an exception because we are struggling...

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  • March 17, 2025

Gold: Bullish Run Continues Amid Tariff Fears and Recession Risks

Gold Sets a New All-Time High The gold (XAU/USD) price rose by 0.57% on Monday. XAU/USD finished the day above the $3,000 milestone for the first time in history as investors continued to buy the...

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6 Catalysts That Could Push Gold Prices Above All-Time Highs
  • March 17, 2025

6 Catalysts That Could Push Gold Prices Above All-Time Highs

Gold keeps climbing as uncertainty mounts and central banks buy more. A weaker dollar and inflation fears push investors toward safety. With supply tight and demand strong, $3,100 could be the...

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Retail Sales Stir Concerns as the Fed Prepares Its Policy Update
  • March 17, 2025

Retail Sales Stir Concerns as the Fed Prepares Its Policy Update

Weekly Outlook This week started off with a bang with the monthly retail sales figure dropping at 8:30 a.m. ET. Ordinarily, the retail sales figure might not pack that much of a punch, but given the...

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Bank of England to Hold Rates at 4.5% – But Rate Cuts Are Coming
  • March 17, 2025

Bank of England to Hold Rates at 4.5% – But Rate Cuts Are Coming

There are visible signs of disagreement at the Bank of England on the pace of rate cuts required this year. But with wage growth and inflation remaining sticky, we expect the Bank to keep rates on...

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Weekly Market Outlook: Central Banks, US Rates, and Trade War Impact
  • March 17, 2025

Weekly Market Outlook: Central Banks, US Rates, and Trade War Impact

Markets have seen another week of losses but a positive end to the week may be a sign that a rebound in US equities is the start of improving sentiment. The improved end to the week came about as...

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Stocks Rebound Slightly, but Four Weeks of Losses Keep Investors on Edge
  • March 17, 2025

Stocks Rebound Slightly, but Four Weeks of Losses Keep Investors on Edge

Risk appetite to be tested after Friday’s stock rally. US retail sales report could reignite US recession fears. Tuesday’s Trump-Putin call could seal the ceasefire. Both gold and oil markets...

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Recent Posts

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