Market Overview

Is Buffett’s Cash Hoard a Market Warning?

Is Buffett’s Cash Hoard a Market Warning?

Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the says about the markets,…
Dollar rebounds as US import prices accelerate

Dollar rebounds as US import prices accelerate

US import prices see largest surge in two years Investors scale back Fed rate cut bets Yen slides on BoJ…
US Economy Hasn’t Broken Yet — But Cracks Are Mounting Again

US Economy Hasn’t Broken Yet — But Cracks Are Mounting Again

The Fed hiked rates above 5%, and yet the US economy didn't break. Back in 2022 already, the yield curve…
Dollar plummets as US data supports Fed rate cuts

Dollar plummets as US data supports Fed rate cuts

US inflation resumes downtrend, retail sales stagnate Dollar falls as investors add to Fed rate cut bets Yen gains even…
Want to Know Where Inflation Is Going Next? Follow These Commodities

Want to Know Where Inflation Is Going Next? Follow These Commodities

Stocks finished higher yesterday, no surprise, given that implied volatility levels fell sharply from yesterday’s closing once the CPI report…
CPI: A Closer Look at Today’s Report Reveals Inflation Is Not Behaving

CPI: A Closer Look at Today’s Report Reveals Inflation Is Not Behaving

The CPI for April came in pretty close to expectations. CPI came in at 0.31% m/m, and 0.29% on core,…
Stimulus, Market Bailout Today Costs Dearly Tomorrow

Stimulus, Market Bailout Today Costs Dearly Tomorrow

Since the pandemic-related bazooka of fiscal stimulus, the outstanding Federal debt has risen appreciably. In nominal dollar terms, the recent…
CPI Preview: Wall Street’s Record Run Faces Huge Test — What You Need to Know

CPI Preview: Wall Street’s Record Run Faces Huge Test — What You Need to Know

The highly anticipated April CPI report comes out on Wednesday morning with the S&P 500 trading just below its all-time…
Dollar under pressure ahead of the US CPI release

Dollar under pressure ahead of the US CPI release

Countdown to US CPI report is almost over Increased risk of an upside surprise after strong PPI US dollar on…
Markets Pricing in an 80 Bps Move After Today’s CPI Report: What to Keep an Eye On

Markets Pricing in an 80 Bps Move After Today’s CPI Report: What to Keep an Eye On

It was a volatile trading session, with stocks having some big swings to start the day following the PPI and…
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