We've had a historic 2-month rally in stocks and bonds in anticipation of several interest rate cuts in 2024 due to falling inflation - what's…
Victor Adair31 December 2023
Powell kicked the Everything Rally into Overdrive! Markets were expecting "some" pushback from Jay, "We're a long way from neutral" Powell after a sizzling 6-week…
Victor Adair16 December 2023
Gold soars to All-Time High, then falls below last week's low On Sunday evening, New York time (Monday morning Asian time), February Comex gold soared…
Victor Adair10 December 2023
Stocks, bonds and gold soar; the US Dollar falls as markets anticipate Central Bank cuts The DJIA has rallied ~4,000 points (~12.5%) in five weeks…
Victor Adair3 December 2023
A man hears what he wants to hear and disregards the rest. Paul Simon, The Boxer Over the last four weeks, the DJIA is up…
Victor Adair25 November 2023
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
Surging Megacap Tech shares power the Nasdaq 100 to the highest weekly close since July Three weeks ago, the NAZ closed at a 6-month low…
Victor Adair12 November 2023