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US Markets were closed with global stocks down and oil prices up.
Jun 20, 2025

US Markets were closed with global stocks down and oil prices up.

FED keeps rates unchanged as expected.
Jun 19, 2025

FED keeps rates unchanged as expected.

Fed said the uncertainty of the economic outlook has diminished and unemployment remains low.

FED is expected to keep interest rates unchanged.
Jun 18, 2025

FED is expected to keep interest rates unchanged.

Jerome Powell’s guidance after the meeting will be important.

Market up again on hope for peace.
Jun 17, 2025

Market up again on hope for peace.

Technical picture looks toppish.

Trump has less than a month before liberation day 2.0
Jun 16, 2025

Trump has less than a month before liberation day 2.0

The market is still unsure how to price tariff changes this summer.

Oil, dollar and gold higher.
Jun 13, 2025

Oil, dollar and gold higher.

Some risk-off sentiment but no panic.

US inflation rose less than expected.
Jun 12, 2025

US inflation rose less than expected.

China and the U.S. are back in business...to last month's deal.

Stocks are climbing the wall of worry.
Jun 11, 2025

Stocks are climbing the wall of worry.

Trump's trade policies are weakening confidence in the dollar.

Apple disappoints.
Jun 10, 2025

Apple disappoints.

Announces changes and products that are underwhelming.

The bond market does not like Trump's tax bill.
May 23, 2025

The bond market does not like Trump's tax bill.

Bond yields are the elephant in the room for equities.

Morgan Stanley upgrades U.S. equities to Overweight...
May 22, 2025

Morgan Stanley upgrades U.S. equities to Overweight...

...citing a combination of resilient earnings, supportive monetary policy, AND a weakening dollar.

Another day of dollar selling as rates are going higher.
May 21, 2025

Another day of dollar selling as rates are going higher.

Investors worry about the fiscal health of the U.S. economy.

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