Markets put in a good week last week as they seem to believe the Fed will pivot and the banking crisis is over (hint: it isn't)....
The banking crisis continues with the potential collapse this past week of Deutsche Bank. DB is in the category of too big to fail like Credit...
All the turmoil surrounding the collapse of SVB and Signature plus bail-outs of Credit Suisse and First Republic resulted in flights of safety as gold and...
SVB bank along with the job numbers became our "chart of the week" as we scrambled to keep us up to date. It's a big oops!...
Since this bear market got underway in early January 2022 we have now surpassed the average length of a bear market with few signs it is...
Inflation continues to be a bugaboo. Yes, it is coming down but not fast enough and numbers are coming in on the high side. Result, expectations...
The PPI came out this week and was somewhat higher than expected. The Fed made hawkish statements. Markets swooned, gold dropped, USDX and bond yields rose....
We've been surprised at how quickly we started reading bullish stories for the market. Our chart of the week revisits the gold market where we look...
The jobs numbers surprised but as usual nothing seems to add up. The housing markets remain vulnerable, consumer confidence is slipping and manufacturing is pointing to...
The stock market rally continues. However, we warn this is a bear market rally even as we could return to the 2022 high. Big week ahead...