Market Overview

DXY broke support last night as the Fed failed to hawk up: AUD to the moon, outpacing all DMs:Gold up, oil down:Metals down with oil:And miners (NYSE:RIO):EM stocks (NYSE:EEM) firmed:Junk (NYSE:HYG)...

In 2021 and 2022 we called the Federal Reserve “tardy” on several occasions as they doggedly held to their “transitory” inflation stance long after reasonable people (using the...

What follows is a somewhat-edited version of Episode #50 of the Inflation Guy Podcast;Hello and welcome to Cents and Sensibility, the Inflation Guy Podcast. I am Michael Ashton, the Inflation Guy, and...

By Greg PeelSticker Shock Wall Street saw month-end profit-taking on Monday night but there was going to be none of that malarkey on the ASX yesterday for the last day of January. The futures...

Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook. This leaves investors in a predicament of avoiding a further drawdown in the equity...

DXY finally rebounded as EUR fell:   That triggered reversals across all markets. AUD down:Commods down:Miners (NYSE:RIO) down:EM stocks (NYSE:EEM) down:Junk (NYSE:HYG) down:US yields up:Stocks...

JUST LIKE THAT, growth stocks are back in vogue. Vanguard Growth ETF (NYSE:VUG) has outpaced Vanguard Value ETF (NYSE:VTV) by more than nine percentage points over the past three weeks. That gap in...

Global marketsIt was another positive week for risk sentiment globally, with mixed US activity data consistent with the continued possibility of a soft landing, while a key US inflation report was...

GDP data suggest the economy remains very strong However, there are signs that inflation may not go away easily This may call for more action by the Fed The latest quarterly GDP data suggest the...

Wall Street was able to follow through on its recent surge on the back of strong GDP data with European shares also lifting as Euro stopped climbing higher. The USD remains under some stress against...

By Greg PeelBad News! According to NAB’s December business confidence survey, business conditions have deteriorated, with the index falling -8 points to +12. Oh woe is us. But the numbers within...

Wall Street was unable to follow through on its recent two day surge, as concerns about the upcoming earnings season mounted with European shares also treading water after a solid start to the trading...

Asian stock markets are all advancing, making good on the solid start to the new trading week absent Chinese markets which remain closed. Wall Street is behind the big lift in risk sentiment with...

Before we move into a review of the last few months of market action to learn what most investors did wrong, I think it is important to begin this missive by reposting something written by Robert...