Economy

The Return of the Commodities Supercycle Welcome to the second full week of 2026, and if you thought the markets were going to ease into the new year with a gentle stretch and a yawn, you were sorely mistaken. We are seeing a mix of old-school geopolitical tension and new-age...

The one sentence from Powell that could ruin the holidays. Welcome to a critical week for your portfolio. We find ourselves staring down the barrel of the final Federal Reserve meeting of the year. While many of us are busy untangling holiday lights or figuring out if eggnog actually tastes...

When the Market Hopes, and the Fed Holds Back Investors love a good narrative, and this week’s features Jerome Powell as the reluctant protagonist in a drama driven by market optimism and presidential pressure. With the Federal Open Market Committee meeting on May 6–7, many are hoping for fireworks, but...

Real estate thought it was going to breeze through the pandemic while it watched travel, retail and service industries plunge into COVID uncertainty, and while the industry isn’t crumbling, a visible slowdown will have to prompt change. The Spring 2020 real estate shopping season was pretty much a wash. Newly...

The “Missing” Data That Scares the Fed If you have been looking for clarity in the financial headlines lately, you might have noticed it is in short supply. We are currently watching a fascinating staring contest between economic data that looks decent on the surface and the underlying numbers that...

The Fed, Stocks, and the Rocky Road Ahead As the dust settles on the Federal Reserve’s first interest rate cut since 2020, the stock market has found itself on a roller...wait, no rollercoasters here. Instead, we’ll say it’s on a narrow path with a few hairpin turns ahead. The Dow...

The Rally Everyone Loves Until It Blinks Just when you thought the markets couldn't climb any higher, they do. Major US indexes are printing fresh records, economic data is looking tame enough to keep the Fed at bay, and investors are basking in the glow of what feels like a...

Welcome to this week's edition of The Market Pulse, your trusted source for dissecting the latest market trends and economic shifts. This week, we delve into the implications of a potential Trump 2.0 presidency and its expected impact on the investment landscape. The political horizon is once again abuzz with...

Oil, Gold, and Stocks: The Inflation Indicator Trio Welcome to this week’s Market Pulse, where we tackle the burning question: Will inflation stick around? With oil and gold prices climbing, small caps gaining ground, and geopolitical tensions flaring, investors are left wondering if inflation is staging a comeback. As we dissect...

The Fed, The Data, and The Friday Shake-up Welcome to the middle of December. Usually, this is the time when trading desks grow quiet, volumes thin out, and everyone mentally checks out for the holidays. However, 2025 has decided to keep us on our toes until the very last second....