Going into this Fed interest rate meeting, market expectations are that the Fed will hike by 25bps. Short-term interest rate markets are pricing in a 95% chance of a 25bps…
The Fed meets on May 3 and there is an increasingly bearish attitude to stocks and the prospects of further gains in stocks are viewed nervously. Despite these bearish projections,…
From a seasonal perspective, stocks tend to do well in April. Over the last 25 years, April has been the strongest month for the DAX, and the FTSE, as well…
‘Sell in May, and go away!’ It’s a well-known Wall Street saying. If you are new to the markets, or even if you are more seasoned, it can be easy…
The S&P500 has a very strong seasonal pattern from now until the end of April. One of the sayings in Wall Street is ‘Sell in May, and go away’. It…
Sometimes very simple technical tools can be very helpful when you are trading, especially when you have a clear idea of the underlying macro picture. Large moves in most markets…
The CORE PCE print is the Fed’s preferred measure of inflation and for that reason, it is extremely important for the Fed as it assesses how well the fight against…
The Federal Reserve followed the ECB this week by hiking rates. However, like the ECB, it also communicated that expectations of ongoing rate hikes should be reduced now, or at…
Inflation The growing view is that the banking crisis from Silicon Vally Bank and Credit Suisse is going to be a big deflationary force. Credit will be much scarcer from…
Ever since the SVB and Credit Suisse banking woes have rippled through global markets interest rate expectations have rapidly changed. However, one potential upside from these shocks is that interest…