Market Overview

DXY is a one-way rocketship to the stars. This is TINA, there is no alternative. My best guess is we’ll hit the millennial highs. Here’s the monthly chart for along term...

Earnings trajectory not interest rates primary driver of sector Balance between compounders and binary outcomes Cybersecurity companies reported blowout results, especially considering the...

The Federal Reserve met expectations and hiked rates 75bp. With inflation proving to be far stickier than imagined, the Fed repeated that activity needs to slow much more with the door left wide open...

Stocks markets again retraced on fears on the Federal Reserve hiking tomorrow night, with bond markets continuing their yield inversion. Wall Street gave back all its recent gains with European...

The Fed is expected to raise its rate by at least 75 bp this week BIS is urging central banks to front-load rate hikes to tame inflation ECB is under pressure on both rates and quantitative...

Risk markets were able to lift slightly on Wall Street overnight, with European bourses still in hesitation mode and UK markets closed for the Queen’s funeral. The USD pulled back slightly as...

The S&P 500 Index was clobbered last week, suffering its worst selloff since June. Ongoing jumbo rate hikes, even at the risk of a recession coupled with inflation, finally hit investors'...

Stocks plunged 10% since mid-August Unsettling CPI data and a worrisome FedEx earnings pre-announcement Positive seasonality begins over the coming weeks It was the best of times; it was the worst of...

Investors are catching on - the Fed means business All eyes are on FOMC next Weds. Steepening inverted yield increases likelihood of a consensus on recession It's official. The Federal Reserve is...

Despite 13 central banks meeting this week and most expected to hike rates aggressively, the FOMC meeting is the week's marquee event. With so many variables that could move markets, we look at the...

The September FOMC meeting is critical as it includes projections This could set the path of monetary policy for the next few months The Sept. 21 FOMC meeting will be a big one, not because...

Everyone had the US CPI print on their radar as the marquee risk event of the week, and it proved to be just that. There has been a sentiment shift, and the psychology of the market has changed -...

Now that is risk-off. DXY to the moon:   AUD through the floor:Oil sticky but the trend is clear:Dirt held on. Some never learn:Miners (LON:GLEN) let go:EM stocks (NYSE:EEM) back to the cliff...

Fed virtually certain to raise policy rate by 75 basis points next week U.S. inflation cools as Fed actions dampen demand Europe faces energy shortage as UK mourns queen’s death Whatever...