It seems even an inverted yield curve can't dampen the market's spirits! While some investors sulk in the corner (we're looking at you, Big Bears), others are dancing to the tune of opportunity. But who's really pulling the strings in this economic symphony? Is it the Fed? The elusive...
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 Lights Are On, But What Do We See?
Washington is back online, and the data printers are warming up after the longest government shutdown in history. For 43 days, it felt like economists were trying to navigate a blizzard without a map, relying on patchy private reports and squinting...
Tariff Trouble in Disguise
Markets have been in a curious mood lately. Investors seem far more concerned about what the Federal Reserve might do next than about whether tariffs could quietly sabotage the economic recovery. The latest BofA Global survey shows trade policy anxiety fading into the background, thanks in...
The Market Is Up. But Should You Be Nervous?
If May taught investors anything, it’s that a market can climb even with turbulence rumbling underneath. With the S&P 500 chalking up its best month since November 2023, equities stormed into June flirting once again with record territory. But like a...
What's Holding Back Wall Street Bulls?
It’s a strange week when Wall Street’s optimism feels…cautious. With a projected S&P 500 rise of 9% by 2025, you’d think the mood would be euphoric. Yet, the consensus seems oddly restrained, like runners pacing themselves too conservatively in a race where the finish...
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...
This week’s The Market Pulse dives right into a brewing market storm. Remember those rosy "soft landing" scenarios? Citigroup just threw a bucket of cold water on that optimism, predicting a hard economic landing instead. They even foresee a dramatic Fed reversal with multiple rate cuts this year –...
The Federal Reserve may be keeping interest rates steady this week, but trust us, the excitement is far from over. This is like a high-stakes poker game where the silence speaks volumes. This week's Market Pulse brings you a front-row seat to the action.
We're unpacking the Fed's coy silence,...
Rally or Reversal? CPI Holds the Answer
As 2024 winds down, the markets are buzzing with optimism. Stocks are climbing, cryptocurrencies are soaring, and even the Federal Reserve seems poised to ease the reins on interest rates. But don’t get too comfortable just yet—the November Consumer Price Index (CPI) report,...
