• November 18, 2024

Markets Weekly Outlook – PMI Data, UK Inflation and the Soft Landing Conundrum

US Dollar Index rally continues and the impact of a strong US dollar on global markets. Examining upcoming PMI data from the Euro Area and UK CPI figures, and their potential market ...

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• November 18, 2024

Global Markets Take a Break From Politics

US retail sales and the inflation data came in higher than expected last week, and the Federal Reserve (Fed) Chair Jerome Powell said that the US economy is strong enough an...

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• November 18, 2024

Jerome Powell's Latest Pirouette and What It Means to the Market

Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on Friday in prepared remarks for a speech [starts at 19:00] to business leaders...

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• November 18, 2024

Gold, Silver Eye Recovery as US Bond Yields Face Near-Term Headwinds

Gold, silver eye recovery as US bond yields stabilise Quiet Fed, economic calendar limits fresh yield drivers Strong inverse correlation with US rates supports metals ...

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• November 18, 2024

Stocks Week Ahead: Rising Rates, Nvidia to Test to Market's Relentless Rally

This week is all about Nvidia (NASDAQ: NVDA ), as the market anticipates the company’s fiscal third-quarter results. The biggest question is whether the AI giant will continue beating ...

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• November 18, 2024

Trump’s 'War Cabinet' and the Implications for Markets

As President-elect Donald Trump announced his nominees for the top positions on his national security and foreign policy teams, one theme stood out: A confrontational approach in relations with I...

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• November 18, 2024

Market Nearing a Multi-Year Top? Here's My Strong Warning to You

As the market has now struck the upper end of my long-term target set many years ago, it seems many have embraced this bull market, to the extent that they see no reason for it to end. However, t...

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• November 18, 2024

Sky-High Valuations: What Could Possibly Go Wrong?

Almost any way you measure it, the stock market is as overvalued today as it has ever been. Clearly, investors are not worried about the potential for inflation to prove problematic for...

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• November 16, 2024

The Reckoning With Inflation

Many are tying the Democrat losses in the election to high inflation in recent years. There's some truth to that, but it's complicated and it's crucial to take the right lessons. There are ...

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• November 15, 2024

Tariff Troubles: 3 Stocks Planning Higher Prices

The incoming Trump administration is causing many companies and investors to consider the impact of tariffs. However, it’s important that investors pay attention to what will happen ...

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