Overreacting much?

Overreacting much?

Earnings season kicks off today with the first major set of quarterly results of the season, featuring the giants of American finance. Investors are hoping these will be a new catalyst for the market....
Our Logo April 12, 2024 at 09:44 am EDT
Will there be any Fed rate cuts this year?

Will there be any Fed rate cuts this year?

Wall Street indices lost 1% yesterday after a statistic that reshuffled the deck on the evolution of U.S. monetary policy. However, there was a little bit of good news today after the release of...
Our Logo April 11, 2024 at 09:09 am EDT
The latest inflation data is seriously testing investor optimism

The latest inflation data is seriously testing investor optimism

Wall Street indices have – surprisingly - been very resilient in the past few days despite signs that rate cuts might not coming as soon as the market thought. But today’s March inflation data may...
Our Logo April 10, 2024 at 09:01 am EDT
Conflicting signals on rate cuts

Conflicting signals on rate cuts

Investors are anxiously awaiting Wednesday’s key inflation data from the US and Thursday’s European Central Bank's interest rate decision. They want to refine their rate cuts forecast after...
Our Logo April 09, 2024 at 09:20 am EDT
Have investors resigned themselves to fewer rate cuts?

Have investors resigned themselves to fewer rate cuts?

The words of central bankers are always gospel to investors. The problem is that there have been some conflicting messages lately. The release of monthly US employment data this morning was eagerly...
Our Logo April 05, 2024 at 09:17 am EDT
All eyes on Powell

All eyes on Powell

The mood is changing on stock markets, with global indices turning red since the start of April due to worries about the path of rate cuts this year. Things could take a turn for the worse today as...
Our Logo April 03, 2024 at 09:09 am EDT
The Fed and investors agree on the timing of rate cuts

The Fed and investors agree on the timing of rate cuts

Wall Street opened in the red this morning, weighed down by health insurers. Investors are also reassessing their scenarios for rate cuts this year after Jerome Powell’s speech, and await more...
Our Logo April 02, 2024 at 09:37 am EDT
Investors only care for Easter

Investors only care for Easter

Today is the final trading session of the week for the Western stock markets and Wall Street opened mixed due to better-than-expected economic data. Indeed, a strong economy lessens the need for rate...
Our Logo March 28, 2024 at 10:01 am EDT
Focus on Waller, PCE and Powell

Focus on Waller, PCE and Powell

Today's session is likely to be a bit calm, before things get a bit more serious on Thursday and Friday, when the final US GDP reading for the final quarter of 2023, the latest US employment data and...
Our Logo March 27, 2024 at 10:08 am EDT
The market's a bit of a bore

The market's a bit of a bore

Equity markets are experiencing their first seasonal trough of the year. This usually happens between two earnings periods. Companies have almost finished unveiling their 2023 figures. The cycle will...
Our Logo March 26, 2024 at 10:07 am EDT
A few lessons to learn

A few lessons to learn

Rates are high, but at the same time the economy is picking up. As a result, the situation is good for asset holders, and may even improve further should rates fall.
Our Logo March 25, 2024 at 09:45 am EDT
Business as usual

Business as usual

The US central bank did and said what investors expected it to do. The stock markets took this as confirmation of their right to continue moving forward. If you don't like central banks, skip to part...
Our Logo March 21, 2024 at 05:26 am EDT
Which Powell will we get?

Which Powell will we get?

The day that investors have been waiting for is finally here. At 2pm, we’ll have the Fed’s monetary policy decision, followed by Jerome Powell’s speech.
Our Logo March 20, 2024 at 10:01 am EDT
All eyes on the Fed

All eyes on the Fed

We had a flurry of announcements from Nvidia yesterday, and two central banks adjusted their monetary policies overnight, but it's the US Federal Reserve that the market is awaiting. We'll have to...
Our Logo March 19, 2024 at 09:48 am EDT
Central bank bonanza

Central bank bonanza

This week, we’re expecting no less than five decisions from leading central banks. The program kicks off on Tuesday with the Bank of Japan and the Bank of Australia. The US Federal Reserve will...
Our Logo March 18, 2024 at 09:05 am EDT
Old demons return as tech takes a dive

Old demons return as tech takes a dive

With an important US central bank monetary policy meeting just days away, investors have lost some of their appetite for tech stocks. It’ll probably take more than that to turn them away from...
Our Logo March 15, 2024 at 09:55 am EDT
Is it time to freak out?

Is it time to freak out?

Investors don’t seem to care about rate cuts these days. Inflation data coming in above expectations in the past few weeks hasn’t caused any turmoil. However, today, producer prices came in way...
Our Logo March 14, 2024 at 09:52 am EDT
  1. Stock Market
  2. Our Shows
  3. Today's Editorial
-40% Limited Time Offer: Our subscriptions help you unlock hidden opportunities.
SIGN UP NOW