Asian Markets Brace for Geopolitical Crosswinds
What can we expect out of meetings between U.S. President Donald Trump and the leaders of China, Britain and Japan?
The Nasdaq Is Bullish. The Market? Not So Much.
The action under the surface is historically poor while the Nasdaq hits a high.
Tech Leads S&P and Nasdaq to Best Days Since Early August
Tech’s continued rebound along with falling oil prices and Treasury yields drove a powerful rally to start the week.
Magnificent Seven Hits All-Time High but it’s Not What it Seems
It was an upbeat day driven by poor positioning and too much negativity.
Doug Kass: Sit Down, It’s Time to Have ‘That’ Talk (About Valuation Models)
Let’s see why my model produces a fair market value for the S&P Index of 6600, compared to Friday’s close of 7650.
A Crack Is Forming Across the Markets
Mortgage rates are hovering around 7%, the yield on the Ten-Year Treasury ended last week at 5% and the conflict with Iran still has no end in sight.
Chicago Fed’s Monthly GDP Proxy Remains Around Trend Growth
August’s Chicago Fed National Activity Index matched expectations, with the three-month average — the report’s key signal — signaling slightly above trend growth.
High Mortgage Rates Keep Existing Home Contract Signings Near Record Lows
Pending home sales rose slightly in August but are down nearly 5% from a year ago and remain just above record lows.
Tech Leads Equity Markets Higher
Continued gains in AI beneficiaries lead a broader rally Monday morning.
Geopolitics Takes Focus as Energy Prices Drive Economy
With rates currently tied so closely to energy prices, some positives would be great for rates.