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by Jack FischerDuring LSEG Lipper’s fund-flows week that ended April 17, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the fourth...
It’s late, but market action compels me to do a post. Thanks to what is apparently a massive attack from Israel against Iraq and Syria, the S&P 500 futures are collapsing:The NASDAQ is...
The only aspect of consistency in the market’s outlook for rate cuts lately has been pushing the expected date forward. Recent history falls in line with this trend and September is now seen as...
Gold Holds Above Historical Highs as Middle East Tensions ContinueThe gold (XAU) price remains elevated as traders exercise caution due to escalating tensions in the Middle East. Israel's air force...
Euro edges higher despite continued hawkish commentary from Fed officialsGeopolitical developments cast doubt on ECB June rate cutYen fails to make considerable gains as market looks to Friday’s...
The big story of yesterday was the disappointing results from the biggest European company, ASML Holding (AS:ASML) (NASDAQ:{{39320|ASML} }), which sells equipment to chipmakers so that they could...
We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for its stock market to set its recent record high.Many...
Stocks remain under pressure as Fedspeak and US data dent rate cuts chancesDollar remains dominant against both the euro and the yenUK inflation surprises on the upside; the pound tries to rallyA...
This is one of my favorites, and every few years I re-blog some portion of this article. The original, I wrote in 2010. The basic question is, what is the correct way to respond as an investor to...
Stocks traded mostly sideways yesterday, even as rates and the dollar surged. However, the big news came yesterday when Jay Powell noted that it would take longer for the Fed to gain the confidence...
He said it. Federal Reserve (Fed) President Jerome Powell said that the Fed may delay its first rate cut due to the lack of progress in cooling inflation following a rapid decline observed by the end...
There’s an old saying in economics: “Demographics are destiny.”Why? Because a young and dynamic population is what carries everything – from spending and productivity...
In today’s presser with Powell basically said what he typically says:Higher for longer but maybe not as risks remain to the economy while inflation is too sticky. Here are some of our thoughts...
Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony...