The lack of a strong Santa Claus rally has many investors considering a potential top in equites. I am not convinced. Simply put, the Fed...

December outlook remains bullish: S&P 500 poised to rally, supported by small- and mid-caps, falling rates, and a peaking dollar. Watch for a crude oil...

Global liquidity injections and falling inflation support markets. Equities and commodities are bullish, while crypto faces election-related caution. Inflation hedges like gold and bitcoin benefit.

The financial outlook is tough, with slowing growth and election uncertainties. Equities have rebounded but remain uncertain. The dollar might bounce back, yields could drop,...

Bearish sentiment persists despite tops in yields, crude, inflation, and the dollar. Trump’s 62% odds prompt market repositioning. Low volumes in equities may lead to...

As June 2024 starts, the blip in inflation is behind us. May headline and core CPI will come in lower than the prior year’s .4%...

With April Core CPI in 2023 coming in month over month at .4% followed by two additional .4% prints, any inability for this metric to...

The strong start to the year for risk has been bolstered by a fiscal impulse into the real economy in conjunction with the Fed’s refusal...

What do the markets have in store for next month? Here's my take on financial trends for March 2024.