The bond market had a bad Friday This week, price action across asset classes was "mid-summer quiet" ahead of Thursday's Presidential debate and Friday morning's…

NVDA goes to the top of the market cap leaderboard The total market cap of NVDA, MSFT, and AAPL is now over $10 trillion. NVDA,…

Check your old-school assumptions at the door Market sentiment has been oscillating between believing that "higher for longer" is 1) dead or 2) will be…

Let the cuts begin The Bank of Canada may announce a 25bps cut (from 5.25%) on Wednesday (markets are pricing a 75% chance), and the…

Divergence: while NVDA soared on Thursday, all 30 stocks in the DJIA closed lower on the day (for the first time in 2024) NVDA's quarterly…

Gold and copper hit all-time highs this week; silver rallied to 12-year highs June Comex gold futures closed at an all-time high on Friday at…

Despite a quiet, low VOL week, the leading stock indices continued to rally, with the European benchmark index closing at all-time highs. Last week was…

The dominant market theme YTD, "the Fed will stay higher for longer," softened this week Price action across equity, interest rate and currency markets this…