The stock market is betting on a Goldilocks scenario. Jerome Powell doesn't foresee a recession, instead he forecasts a soft landing. Apollo is bettering...
Marcus & Millichap President and CEO Hessam Nadji set the stage for an in-depth conversation on the market’s uncertainty and where the economy and...
The new year began amid optimism among investors. Equities and bonds rallied in January, clawing back some losses from last year. The dollar traded heavily,...
With the CME FedWatch Tool showing a likelihood of over 99% of a 25-bps hike in the first meeting of the year, the FOMC delivered exactly...
The Fed lifted its benchmark interest rate just 0.25 percentage point following a series of much more aggressive rate hikes in 2022,
Futures Dip As Markets Brace For Hawkish Fed Surprise US stock index futures slipped on Wednesday - after a frenzied late rally into Tuesday’s...
"Markets Are Tense": Futures Slide As Central Bank Jitters Rise US equity futures showed no sign of rebounding on Tuesday from the Nasdaq’s...
Optimism is increasing on Wall Street, with investors hoping for a "soft landing" in the economy. "David Kelly, the chief global strategist at JPMorgan...
The first two weeks of January were up and away for all 11 market sectors fueled by the grand reopening of China, a rally in bonds,...
A Soft Landing Scenario - Another Fed Myth? Authored by Lance Roberts via The Epoch Times, Optimism is increasing on Wall Street, with investors...
Not the most eventful start to the week but that’s unlikely to last with earnings being a particular focus in the coming days. This is likely...
Futures Steady As Fed Blackout Begins, China On Holiday, Earnings Galore US equity futures were little changed, trading in a narrow ten point...
US It will be a busy week filled with the first look at Q4 GDP, corporate earnings, and US debt ceiling gridlock. There is a lot...
Futures Drift Higher After BOJ Reversal, Await PPI And Retail Sales US stock-index futures were muted on Wednesday, swinging between gains...
Treasuries Drift Higher After BOJ Reversal, Await PPI And Retail Sales US stock-index futures were muted on Wednesday, swinging between gains...
Futures Trim Losses As Focus Turns To Earnings US stock futures slipped for a second day as investors braced for a busy week of parsing earnings...
The inflation report last week was met with a big sigh of relief by investors. Stocks and bonds rallied as the Fed's Whip Inflation Now project...
Halfway through the month of January, the market landscape is much more constructive, even though the last half of December saw a flood of selling pressure...
Futures Dip As Dollar Rebounds From 8 Month Low US equity futures dipped ahead of the MLK day holiday, while global equities were little changed...
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices,...
BofA Reports Solid Q4 Earnings, Beats FICC Even As Credit Loss Provisions Soars Above $1 Billion While traditionally it is JPMorgan that is...
Things We Should Understand: The Aristocracy Is Eating The Peasants Authored by John Rubino via Substack, Most people (especially most Americans)...
Jeff Gundlach Live Webcast: "What's Going On?" It's that time again when DoubleLine CEO Jeff Gundlach lays out his vision for the full year,...
US This week’s main event will be when a little inflation report comes out. The US CPI report for December is expected to show disinflation trends...
Futures Flat Ahead Of Closely Watched Jobs Report US equity futures struggled to maintain gains on Friday as traders awaited the December...
The World In 2023: What Is Priced In? Authored by Dario Perkins via TS Lombard, Bonds and equities appear to be priced for a soft-ish landing...
'Worst Year Ever' For Stocks & Bonds - Global Inflation Fight Bursts 'Everything Bubble' Before we get to the big picture on the month,...
Morgan Stanley's Top 10 Surprises For 2023 As Morgan Stanley rates strategist Matthew Hornbach writes in his final note of the year, "a year...
Futures Slide On Final Trading Day Of 2022 US equity-index futures slumped on Friday, tracking European stocks lower, after Wall Street’s...
Dave Collum's 2022 Year In Review, Part 1: All Roads Lead To Ukraine Authored by David B. Collum, Betty R. Miller Professor of Chemistry and...