Overview: With many central bank meetings in the days ahead, the dollar has begun the new week on a quietly and mostly in tight ranges, helped by...
‘Central bank watching’ will be the name of the game this week, with financial markets remaining highly sensitive to any shifts in the interest rate...
The key reports this week are August Housing Starts and Existing Home sales. The FOMC meets this week and no change to policy is expected. -----...
The week ahead is dominated by central bank meetings. Six of the G10 central banks meets. The post-Covid monetary tightening cycle is ending. The start...
Federal Reserve could be cautious as data continues to show economic resilience BoE may raise rates for the last time in this cycle BoJ eyed for...
FOMC Rate Decision: Expected to maintain benchmark lending rate target at 5.25% to 5.5%, signaling one last rate increase SNB rate decision: Expected to...
US consumer inflation rose more than expected in August, but the surprise jump hasn’t persuaded markets to abandon expectations that the Federal Reserve...
Back in March 2023, I wrote a piece here titled, "Three Signs Employment Is Going to Take a Hit". It looked at 3 different leading indication relationships...
Sell Rosh Hashanah, Buy Yom Kippur is aligning quite well this year with late September seasonal weakness and the notoriously treacherous week after quarterly...
“Less than 2% of industrial space today is cold storage, and it probably needs to be at 15%. We’re not even in the first inning,” opened...
September still a hold, while swap contracts suggest odds a 49.3% chance of a hike at the November 1st FOMC meeting Supercore inflation rate rises most...
Overview: The dollar was bought after yesterday's pullback spurred by Japanese and Chinese comments and the tighter capital controls from Beijing requiring...
Welcome To Triple-Witching Week Via SpotGamma.com, Heading into Triple Witching week (which only happens four times a year), the market has...
Key Events This Extremely Busy Week: CPI, PPI, Retail Sales, ECB, China Data Dump, new iPhone, ARM IPO, UAW Strike And More If last week was...
Global markets have enjoyed a strong rebound this year following 2022’s rout, but recent turbulence suggests that previous highs reached will remain...
In uncertain times, selective investors will outperform the indexes. We're entering such a market where external events and seasonal forces combine to...
Tasked with executing the mandates of the United States Federal Reserve, many consider the Fed Chair to be one of the most powerful people in America,...
Overview: Bonds and stocks are mostly heavier today and the dollar has turned mixed. Oil prices are consolidating after soaring to new highs since late...
The BEA released their estimate of vehicle sales for August today. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed...
Overview: Disappointing data in Asia and Europe has sent the greenback broadly higher. The strong gains posted before the weekend were mostly consolidated...
German trade data another sign of weakness Was the reaction to US jobs data a bearish signal? EURUSD testing key resistance once more Not the most...
Bullish investors were rewarded last week with a winning streak of economic data points coupled with a move higher for the majority of equities and bond...
There is a sense of new divergence. Most economists, including the staff at the Federal Reserve, no longer think the US is recession-bound. Unprecedented...
Wards Auto released their estimate of light vehicle sales for August: August U.S. Light-Vehicle Sales Rise but Miss Expectations (pay site).Lean inventory, elevated prices and lukewarm incentives,...
Unemployment Rate Unexpectedly Surges As BLS Revises Payrolls For Every Month In 2023 Sharply Lower Ahead of today's payrolls report consensus...
Key Events This Week: Payrolls, GDP, JOLTS, PCE And ISM Thanks to a UK holiday, it's a quiet start to what is shaping up as a...
After three straight weekly declines, the Global Market Index (GMI) rebounded for the trading week through Friday, Aug. 25. This unmanaged benchmark holds...
"A Long Way To Go" - Fed Chair Powell Delivers Hawkish J-Hole Speech Powell's full speech is below but to summarize - "we ain't done yet."...
Watch Live: "A Long Way To Go" - Fed Chair Powell Delivers Hawkish J-Hole Speech Update: Powell's full speech is below but to summarize -...
Jackson Hole Preview: "Do We Receive Another Hawkish Surprise?" With the most important earning report of the week, and probably quarter,...