Market Overview

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...

The recovery in US economic activity in the third quarter appears set to continue in Q4, based on the median for a set of estimates compiled by CapitalSpectator.com. Although the numbers point to a...

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...

DXY continued its swoon overnight but was saved by a momentary restoration of reason when a few Russian missiles accidentally landed in Poland:   The AUD crash-up was only momentarily...

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...

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...

The major asset classes continued to recover in the trading week through Friday, Nov. 11, based on a set of ETF proxies. The lone exception: a broad measure of commodities.Vanguard Global ex-U.S. Real...

Dollar endured one of its largest weekly drops in 15 years last week Commodities as a whole did not rally, surprising many macro traders European markets among biggest beneficiaries of a weaker...

Despite what you may have read last week, the downward surprise in inflation is not a sign that inflation is about to collapse, that the Fed has won, and that rates will soon be in full-throated...

Asian stock markets are having a mixed start to the trading week with mixed reactions to the finish on Wall Street on Friday night and the over exuberance in USD selling. In fact, most major...