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Economy
Stocks Week Ahead: Long-Term Rates Could Be on Verge of Breaking Out Ahead of 2025
This week is expected to be relatively quiet. The most notable data release will be the Report on Friday, January 3. Early in the week,…
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The Fed’s Economic Projections Aren’t Living Up to Expectations
On December 18th, the officials voted to reduce the fund’s rate by 25 basis points, tightened their forward guidance on future cuts, and…
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2025 Outlook: What Lies Ahead?
2025 Outlook: What Lies Ahead?
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Are Commodities, Cryptos Likely to Repeat Moves Made Between 2017-2021?
Analysis of the current movements of commodities futures, along with cryptocurrency prices indicate that the markets look ready to repeat…
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Lower Leverage Demand Raises Questions About Broader Market Risk Appetite
Yesterday’s market activity was predictable, with the closing flat. Futures volume reflected the holiday mood, with just 840,000…
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Rising Healthcare Costs Are a Symptom of Structural Economic Flaws
When the Obama Administration first suggested the Affordable Care Act following the Financial Crisis, we argued that the outcome would be…
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Why Fundamental Analysis Fails in Financial Markets
Well, that was quite an eventful week. We had a Fed announcement, and all the market geniuses were quick to attribute the cause of the 3%…
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What Trump’s Return Means for the Markets in 2025
Wall Street analysts and market strategists are carefully evaluating the potential impact of Donald Trump’s presidential victory on…
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Inflation Scenarios for the 2020s: The Good, the Bad and the Ugly
Inflation I, the Good:In our Roaring 2020s scenario, a productivity growth boom boosts real growth, keeps a lid on inflation, drives up…
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Cash Allocations Send an Ominous Signal
According to Bank of America, institutional fund managers are sitting on record low cash allocations as they increase their equity…
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