Market Overview
Hiring Still Strong, But Some Flab Surfaces in Downward Revisions to Recent Jobs
05.05.2023
Hiring Still Strong, But Some Flab Surfaces in Downward Revisions to Recent Jobs
(Friday market open) Despite recession talk, the U.S. labor market continues to flex its muscle, with 253,000 jobs added…
Week Ahead – BoE takes the central bank torch, US CPI data also in focus
05.05.2023
Week Ahead – BoE takes the central bank torch, US CPI data also in focus
Following the FOMC and ECB decisions last week, the central bank torch will now be passed to the BoE,…
Nonfarm Payrolls Set to Unleash More Volatility
05.05.2023
Nonfarm Payrolls Set to Unleash More Volatility
US employment data in focus today, most signs point to a solid report ECB raises rates and strikes hawkish…
Food Inflation Served Hot and Cold
05.05.2023
Food Inflation Served Hot and Cold
Well, the Fed is done raising interest rates. They aren’t quite done yet, because the Federal Reserve is going…
Apple, Hiring News Ahead, But Rate Hike Reheats Regional Bank Struggles
04.05.2023
Apple, Hiring News Ahead, But Rate Hike Reheats Regional Bank Struggles
(Thursday market open) Regional banks, along with the rest of the market, are back under pressure this morning after the…
Markets Consider Path for Fed Pause and Eventual Rate Cuts
04.05.2023
Markets Consider Path for Fed Pause and Eventual Rate Cuts
The Federal Reserve raised interest rates for a 10th straight time on Wednesday, lifting its target by a 1/4-point…
Fed hints at possible pause; ECB enters the spotlight
04.05.2023
Fed hints at possible pause; ECB enters the spotlight
Fed hikes by 25bps, but turns data dependent Dollar extends slide as investors price in a June pause ECB to…
What if the Fed Has Lost Control?
04.05.2023
What if the Fed Has Lost Control?
The US economy and its financial system operate under the implicit belief that the Federal Reserve controls the direction of…
The Fed Meeting Explained
04.05.2023
The Fed Meeting Explained
Most likely, this was the last Fed hike of this tightening cycle. Even before the press conference, the omission of…
Copper/Gold Ratio Keeps Signaling Economic Deceleration
03.05.2023
Copper/Gold Ratio Keeps Signaling Economic Deceleration
To preface, I have no right to be about the markets. All I have are indications that the herds either…