Market Overview

1. Nvidia EarningsSo far, the US earnings season has been promising enough to reignite stocks back to record highs. However, this week, the highlight of earnings season is here: Nvidia. It will report...

Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his...

A mixed reaction to the slip on Wall Street overnight across Asian stock markets with local stocks losing their risk on mood the most, while Chinese shares are sanguine after the latest fixed asset...

Once the standards come into effect, there will be a CO2 emissions cap for all new cars that manufacturers bring to Australia. Key points New Vehicle Efficiency Standards passed parliament on...

Wall Street failed to make another new record high overnight as the impact of the latest US inflation print was fully absorbed and the strong swing against USD was pared back a little. European stocks...

The Fed hiked rates above 5%, and yet the US economy didn't break.Back in 2022 already, the yield curve inverted and it has stayed inverted ever since. The lags looked relatively short, and the US...

You might have grown up to choruses of adults’ reminiscing, often declaring ‘back in my day, things were harder’. It's almost a rite of passage to listen as a parent or grandparent...

Stocks finished higher yesterday, no surprise, given that implied volatility levels fell sharply from yesterday’s closing once the CPI report was released. The CPI report itself seemed pretty...

The CPI for April came in pretty close to expectations. CPI came in at 0.31% m/m, and 0.29% on core, versus a priori expectations for 0.37% and 0.30%. This relative accuracy does not necessarily mean...

The bulls cleared another hurdle. The first-quarter earnings season has been strong. With 92% of S&P 500 companies reporting, the EPS beat rate is 78%, near the five-year average.More impressive...

Since the pandemic-related bazooka of fiscal stimulus, the outstanding Federal debt has risen appreciably. In nominal dollar terms, the recent debt surge is mindboggling. However, the increase is on...

The highly anticipated April CPI report comes out on Wednesday morning with the S&P 500 trading just below its all-time high. Headline annual inflation is seen rising 3.4% and core CPI is forecast...

The mixed session across Asian markets despite the lift on Wall Street as traders await tonight’s US CPI print with speculation about Chinese government property purchases helping lift the...

For a second consecutive year, the Federal Labor Government has revealed a $300 energy bill rebate as part of its Federal Budget. Key points All Australian households will receive $300 of energy...