Written by Mish Schneider
For the moment, the stock market continues to defy the notion that inflation or slower economic growth is hurting US businesses. Corporate earnings have slightly underperformed, but the stock market has continued on a trajectory upwards …
Written by Mish Schneider
Investing in an inflationary environment can be challenging. The markets have been volatile, but stocks have trended steadily higher with corporate earnings.
In stagflation, cash and bonds are usually below the rate of inflation, while certain …
As impressive as the global stock rally was last week, gold and silver's remarkable performance on Friday did not generate many financial headlines.
Still, their one-day individual parabolic rise merits closer attention. Could this be a new trend or just …
It was a good week and an exceptionally good month in the markets.
The S&P 500 was up 9.1%. This was the best July since 1939. Conversely, it came on the heels of the 3rd worst June ever, down 8.4%.…
The stock market rally continued to show strength into Friday moving decisively higher on the week.
Big tech and many other sectors shrugged off a post-Fed pullback plus some earlier in the week, bad earnings and poor guidance from Wal-Mart, …
Powell and crew raised the rates by .75 BPS in an attempt to continue the fight against inflation.
He even said, “Another unusually large increase in rates could appropriate, it depends on data.”
However, the market heard something different.
Sure, …
The Fed has already hiked rates three times this year and is expected to hike again Wednesday July 27th.
But with the economy showing signs of significanty slowing down, there are rumors that the Fed might not hike rates as …
The chart posted is all about expectations.
Regardless of the talk on the new and stretched definition of recession departing from the textbook definition, investors believe that the Fed Funds rate is close to peaking and will begin to decline …
It was a positive week in both the stock and bond markets as investors stepped back in.
Earnings reports in some sectors (financials) were not as weak as some expected, and there continues to be interim cooling of inflation (gas …
Commodities across the board rallied after the Russian invasion of Ukraine and have since declined significantly.
Before the War though, commodities were already enjoying a rally due to results of the pandemic such as supply chain, low production, rising demand, …
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