Market Overview

• Consumer earnings, data could be catalysts for broader market• The real story is the Fed• Worst yield inversion in 40 years• Reevaluation of the trendThere is an argument to be...

The macro market and economic backdrop continues to pivot favorable for the gold mining sectorThe risk/reward for gold stocks has been very good after 2.5 years of correction that, contrary to what a...

Although there have been hints that the worst of the selling has passed, there’s still plenty of room for skepticism, based on trends for key markets via a set of ETF pairs for prices through...

Markets went into a euphoric mood after the CPI report came in lighter than expected last week. While the numbers showed that the pace of inflation might be slowing, it remains just one measure of...

Speculation that the Federal Reserve is close to pausing its rate hikes took a hit this week after a Fed official downplayed the odds in a TV interview on Wednesday.“Pausing is off the table...

Last night saw Wall Street fall back despite strong retail sales numbers, with the inflationary effect overriding actual consumer sales, while the latest UK inflation print overshot. Amid the...

Nasdaq up 12.6% from its October 13 bear-market low High-growth tech stocks have staged impressive recoveries Buy Block and Splunk as inflation fears recede and Fed pivot hopes increase The Nasdaq...

Dollar, Treasury yields must keep falling for gold to achieve $1,850 target Fed rate pivot in December also crucial for gold rally If Fed goes ahead with 50 bp hike, could still rise $30-50 an...

Last night saw the release of several economic reports that contributed mainly to upside volatility on stock markets, with the latest UK unemployment print ticking up while US PPI came down...

Last hoorah for Q3 earnings with household-name retailers reporting Bouts of volatility with some of these stocks in 2022 Take a cautious stance owning the group heading into year-end Earnings season...

Fed governor warns against overreacting to October decline in CPI Fed funds futures show Fed rate topping 5% by spring German labor unions seek big wage hikes as ECB worries about inflation Investors...

Another mixed session on Asian stock markets with Chinese markets zooming higher while the rest of the region takes a pause despite lower returns on Wall Street overnight. The USD remains weak but...

Over-Hawkish and Over Here“The market seems to have gotten wa-ay out in front on this, over this one CPI report. So it’s good, finally, that we saw some evidence of inflation starting to...

Despite some more Fed talk that the pace of interest rate rises could slow, US stocks pulled back overnight with Wall Street down around 1% while in currency land, USD continued to fall against the...