Soft CPI = stocks and bonds up, USD down The Tuesday morning CPI report was marginally softer than expected; the market took that as "confirmation"…
Victor Adair19 November 2023
Stocks and bonds soared this week, and the US Dollar fell as markets believe Central banks are "done" raising interest rates Bonds 30-year Treasury futures…
Victor Adair5 November 2023
The Nasdaq had its best-ever first-half gain this year (~45%) but peaked in July and fell ~12% to this week's lows The Nasdaq's "defining moment"…
Victor Adair29 October 2023
Weekly change: Gold up, bond yields up, crude oil up, stocks down, USD down Gold Gold rallied ~$185 from 8-month lows on October 6 to…
Victor Adair22 October 2023
"This may be the most dangerous time the world has seen in decades." Jamie Dimon, CEO of JPMorgan Chase, in a statement accompanying the bank's…
Victor Adair16 October 2023
Was Friday a turning point? Bond prices collapsed to fresh 16-year lows immediately following Friday morning's "stronger than expected" NFP report. The US Dollar Index…
Victor Adair8 October 2023
August/September: Bond yields, USD and Crude oil sharply higher, stocks and gold down The yield on the long bond soared from ~3.9% on the mid-July…
Victor Adair1 October 2023