Market Overview

Stocks finished the day lower after the Fed held rates steady and signaled a more patient approach. If you listen to Powell’s talk, the takeaway is that the Fed is in a good place, and it sounds like...

Representative Alexandria Ocasio-Cortez, aka AOC, recently railed against the President when he threatened Colombia with tariffs if they should refuse to accept their citizens being deported back to...

Ford F, Costco COST, and Charles Schwab SCHW will issue monthly updates in the sessions ahead, offering clues on the state of the US economy. Q4 earnings reports are coming in fast, but...

Economic output in the fourth quarter is expected to increase at a solid rate in this week’s initial GDP estimate from the Bureau of Economic Analysis. Thursday’s report from the government (Jan. 29)...

Investors are gearing up for what is expected to be one of the busiest days of the year. The Federal Reserve will announce its January rate decision, followed by Jerome Powell’s post-meeting press...

Stocks finished the day higher, with the Fed meeting scheduled for today. The S&P 500 gained around 90%. Technology names bounced back yesterday, while the S&P 500 Equal Weight ETF (RSP)...

Let’s take a look at the United States 30-Year from another angle by way of a chart I just found in my list that we used back in those critical days of early 2020 in gauging the coming inflationary...

Q4 S&P 500 EPS growth is expected to come in at 12.7%, the highest growth rate in three years. Large-cap outlier earnings dates this week include: LUV, KMB, PPG (WA:IBSP), CI, CB, and...

There is a very high correlation between small/mid-cap stocks’ annual rate of change and the NFIB small business confidence index. Business owners tend to lean conservatively, favoring policies that...

This week, we have the Federal Reserve meeting on Wednesday, followed by the European Central Bank (ECB) meeting on Thursday. Meanwhile, the Bank of Japan (BOJ) made waves last Friday by raising its...

Bitcoin continues its post-election run with the December pullback coming to an end. The emergence from a picture-perfect cup-and-handle pattern opens up 130K as an upside - and very reachable -...

We regularly assess the subjective probabilities that we assign to our three scenarios: the Roaring 2020s (55%), the Meltup 1990s (25%), and the Stagflationary 1970s (20%). The last scenario, with...

I recently debated with Michael Pento, who made an interesting statement that increases in the money supply, the deficit, and a return to quantitative easing (QE) will lead to 1970s-style inflation....

In President Trump’s first week in office, he issued a blitz of executive orders, but perhaps his most ambitious statement to date is his claim yesterday that he would order the Federal Reserve to...