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Economy
Fed Set to Take Next Step in Rate-Cut Cycle Amid Trump’s Return: What to Expect
The Federal Reserve's November policy meeting is set to be a pivotal moment for markets.
While investors are almost certain of a 25bps…
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Trump 2.0 and the Financial Markets
Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with our Roaring 2020s…
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How Will Trump’s Election Win Change the Macro Outlook?
Elections have consequences and so Donald Trump’s return to the White House as the 47th president will surely change the calculus. The…
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Apple: Walled Garden Is Falling (Triple Downgrade)
Apple: Walled Garden Is Falling (Triple Downgrade)
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Scenes from SmartCon and Investor Sentiment Insights
According to the Charles Schwab Q3 Trader Sentiment Survey, most traders (56%) are bullish on the short-term market outlook.…
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Markets Price in 99% Chance of Rate Cut Amid Treasury Yields Surge
U.S. Treasury yields have become a critical indicator for retail investors as markets navigate shifting monetary policy expectations and…
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October 2024 Review and Outlook
Executive summary:The major averages closed lower for the month, remaining below all-time highsElection and geopolitical…
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End of Yield Curve Inversion Isn’t the Economic Relief It Seems
Our time target for the bull market will be registered on election day.
Of course, there must be a (+/-) tolerance built into the time…
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US Faces 2024’s Biggest Week as Election, Fed Loom: How Investors Should Prepare
The week ahead is expected to be the biggest of the year for the stock market.
U.S. voters head to the polls on Tuesday to pick their…
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