Market Overview

For many months we have been saying (in our weekly podcast|videocast) that June, July and August would be the months we would see headline inflation collapse to the mid to low 3% levels. This...

The Nasdaq has been the top performer on Wall Street this year, thanks to easing inflation and receding fears over further rate hikes. As such, I used the InvestingPro stock screener to search for the...

Dollar gets decimated by ‘cold’ US inflation report Stock markets hit new highs, gold powers higher Coming up - US producer prices and ECB minutesUS CPI slams dollar lowerA...

Investors are facing two major potential catalysts over the next month - inflation in the near-term and Q2 earnings in the longer-term. The next big domino to fall will be this week’s June inflation...

The US consumer price index slowed to an annual rate of 3.0% in June from 4.0% the previous month. This was slightly below the expected 3.1%. Core inflation slowed to 4.8% from 5.3%, and 5.0%...

(Wednesday market open) Comforting news on U.S. inflation provided Wall Street an early lift this morning, but expectations for a rate hike later this month remain extremely high. U.S. core consumer...

High volatility is expected ahead of U.S. CPI data release Both the CPI and core CPI are expected to decline, primarily due to the base effect And, odds of a 0.25% interest rate hike at the upcoming...

While many media pundits focus on the conflicting jobs data and equity markets, there’s something else sending out warning signs. Something that’s been grossly ignored. I’m talking about bank credit...

Eventually, policy-makers turn the dial to 11, and nothing happens. Many others have explained why inflation is part-and-parcel of the status quo. In the simplest terms, where's why inflation is...

US June CPI M/M: 0.3%e v 0.1% prior; Y/Y: 3.1%e v 4.0% prior; Core CPI (ex food and energy)M/M: 0.3%e v 0.4% prior; Y/Y: 5.0%e v 5.3% prior Microsoft (NASDAQ:MSFT) gets go-ahead to buy Activision;...

(Tuesday market open) An uneventful start to the week belies the excitement ahead. Inflation data and earnings season loom, with tomorrow’s Consumer Price Index (CPI) representing the opening...

New York Fed President John Williams says “I don’t have a recession in my forecast.” Neither does CapitalSpectator.com. That’s not blind adherence to a central banker’s prognostications. Rather, the...

Dollar gets crushed as traders price in a ‘cold’ CPI tomorrowSterling and yen benefit the most, Cable hits 15-month highsGold attempts to exit range to the upside, stocks bounce backDollar...

It’s always nice to see bank stocks leading the market higher… but it doesn’t always work out that way. This is why we always let the price action (and patterns) dictate our investment choices. For...