Interest rates surge higher everywhere Christine Lagarde surprised markets Thursday by opening the door to higher interest rates this year from the ECB. On Friday,…
Victor Adair5 February 2022
This was the worst week for the leading stock indices (including the TSE) since the February/March 2020 meltdown Market sentiment is extremely bearish, and markets…
Victor Adair22 January 2022
Peak Fed Hawkish - Or Minsky Moment? Peak Fed hawkish means the markets have WAY over-anticipated the consequences of Fed tightening (the Fed will stand…
Victor Adair15 January 2022
Interest Rates Surge Higher - Consequences Follow The 10-year US Treasury bond yield hit a 2-year high of 1.8% on news that the national unemployment…
Victor Adair8 January 2022
Here's what I really think We've had an extraordinary run of bullish enthusiasm since the March 2020 Covid panic lows. The S+P has rallied ~120%.…
Victor Adair1 January 2022
Are you de-risking into yearend? Day-to-day and intra-day price action since Thanksgiving Friday has been very choppy. Big Cap Tech has been fading. Are Portfolio…
Victor Adair18 December 2021
Bullish enthusiasm came roaring back this week - the S+P registered an All-Time High close - the DJIA rallied >2,000 points from last week's lows…
Victor Adair11 December 2021