• January 6, 2025

High Interest Rates are Healthy, Low Rates are Poison

The status quo has it backwards: low rates are now essential to prop up the wreckage left from previous doses of default and cascading losses. The economy depends on two relate...

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• January 6, 2025

Nvidia: CES, JP Morgan Healthcare Conference Participation, Feb Earnings in Focus

Shares of NVIDIA soared 171% in 2024, but quieted in the back half of the year The company will present at two of the biggest conferences of the year this week and next...

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• January 5, 2025

Signs of Life in the Manufacturing Sector?

The December ISM Manufacturing PMI data came in better than expected on Monday morning, coming in at 49.3, which happens to be a 9-month high. Anything below 50 (orange line) is still ...

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• January 5, 2025

Stocks Week Ahead: Strong US Data Could Propel 10, 30-Year Rates Toward 5%

It’s a big week for US economic data, which could push long-term rates towards 5%, especially if the data comes in stronger than expected. On Tuesday at 10:00 AM, we’ll get the JOLTS r...

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• January 5, 2025

12 Key Technical Charts to Keep an Eye on in 2025

In April last year I took a look at the market potential for a downturn that ultimately, never materialized. That scenario was negated by the break of the March high during the summer, followed b...

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• January 5, 2025

More Jobs Data This Coming Week: Nothing to Suggest a Change in Trend is Afoot

Since the forecasts were so inaccurate in 2022, through 2023, you rarely hear any kind of recession talk these days, and for good reason, with the US job market being frighteningly consistent the...

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• January 5, 2025

Jeremy Grantham: The Last Bear Standing?

While it seems every other bear has now thrown in the towel, Jeremy Grantham remains undaunted, telling The New Yorker, “technology-based financial optimism prevalent on Wall Street has been char...

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• January 5, 2025

S&P 500 E-Mini Futures: Technicals Up For Grabs as Bulls, Bears Fight for Control

Market Overview: S&P 500 E-Mini Futures The S&P 500 E-Mini market formed a monthly bear bar in December. The bears must create consecutive bear bars (something they haven’...

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• January 3, 2025

Markets Weekly Outlook – US Jobs Data in Focus as King Dollar Eyes Further Gains

A week that started in 2024 and ended in 2025 showed glimpses of what many had been expecting from the year ahead. The main one being that the US Dollar is set to remain king in 2025 as the...

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• January 3, 2025

Week Ahead: US NFP, FOMC Minutes, Services PMI, Inflation from China, Aus and EZ

MON : EZ, UK & US Final Composite & Services PMIs (Dec), German Prelim. CPI (Dec), US Factory Orders (Nov) TUE : Swiss CPI (Dec), EZ Flash HICP (Dec), Canadia...

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