Archives by Month:

Archives by Year:

Consumer Inflation Expectations Jump As Labor Market, Household Finance Sentiment Crumbles

Consumer Inflation Expectations Jump As Labor Market, Household Finance Sentiment Crumbles

Inflation expectations among consumers polled in December by the New York Fed unexpectedly jumped at the 3-Year horizon, rising from 2.6% to 3.0%, the highest since 2023; the increase at the three-year horizon was broad-based across age, education, and income groups. At the same time, median 5-year inflation expectations declined to 2.7% from 2.9%, the lowest since […]
Stocks And Precious Metals Charts – Stocks Finished Mixed

Stocks And Precious Metals Charts – Stocks Finished Mixed

“There are times when wisdom cannot be found in the chambers of parliament or the halls of academia but at the unpretentious setting of the kitchen table.” – E.A. Bucchianeri Just charts tonight.There will be an option expiration on Friday.Have a pleasant evening. More By This Author:Stocks And Precious Metals Charts – The Cycle Of […]
Why BofA Is Very Bullish On These Software Stocks

Why BofA Is Very Bullish On These Software Stocks

Image courtesy of 123rf.com If the new global export restrictions on AI/GPU chips go into full effect, it is more likely that software stocks will gain a greater investor spotlight. After all, software-based companies don’t rely on delicate supply chains that overarching policies may disrupt.However, some software stocks are better suited to receive investor attention, as they, too, […]
SEC delays decision on Bitwise 10 Crypto Index ETF application

SEC delays decision on Bitwise 10 Crypto Index ETF application

Key Takeaways The SEC has extended the decision period for Bitwise’s ETF application to March 3, 2025. The Bitwise 10 Crypto Index Fund includes top crypto assets like Bitcoin, Ethereum, XRP, and Solana. Share this article The Securities and Exchange Commission (SEC) has extended its review period for the Bitwise 10 Crypto Index ETF application, […]
Not A Turnaround But Could Be Soon Novo Nordisk

Not A Turnaround But Could Be Soon Novo Nordisk

Obesity is rising and in the last 35 years, has more than doubled. The world population in 1999 to today is 42% or 22 million adults with a body mass index of 40 or higher.  Competition with Novo Nordisk is a factor, but analysts expect 20% or higher annual growth from the company for the next […]
What Lies Ahead In 2025? Slower Growth, More Volatility

What Lies Ahead In 2025? Slower Growth, More Volatility

CaptionImage by Arek Socha from Pixabay  As we move through 2025, the global economy and financial markets are facing a critical juncture. Jim Puplava, founder and president of Financial Sense Wealth Management, recently covered the consensus forecasts for the US stock market and economy for 2025 as well as some potential surprises and “outrageous predictions” being made. Podcast audio: Forecast […]
Surprise: Financial Conditions Tightening Into 2025

Surprise: Financial Conditions Tightening Into 2025

While the U.S. Federal Reserve cut overnight rates by 125 basis points since November 2023 (below on the lower right), the U.S. 10-year Treasury yield has risen more than a percentage point, touching 4.8% for the first time since October 2023 (on the lower left) and April 2007 before that. Higher rates are the opposite […]
Market Talk – Tuesday, Jan. 14

Market Talk – Tuesday, Jan. 14

Image Source: Unsplash ASIA:The major Asian stock markets had a mixed day today:• NIKKEI 225 decreased 716.10 points or -1.83% to 38,474.30• Shanghai increased 80.18 points or 2.54% to 3,240.94• Hang Seng increased 345.64 points or 1.83% to 19,219.78• ASX 200 increased 39.10 points or 0.48% to 8,231.00• SENSEX increased 169.62 points or 0.22% to 76,499.63• […]
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts

2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts

The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures. Particularly, the S&P 500 style reclassification led to above-average turnover, as shown in Exhibit 1. While the S&P 500 Growth’s turnover was not unusual, the S&P 500 Value’s turnover was relatively high compared to the historical average of 23%. The S&P […]
Nasdaq Extends Losing Streak As Traders Eye CPI

Nasdaq Extends Losing Streak As Traders Eye CPI

Stocks finished the day mixed, as investors focused on today’s producer price index (PPI) data, which was more modest than anticipated. All eyes are now on tomorrow’s consumer price index (CPI) reading, which should indicate whether or not the Federal Reserve neared its 2% inflation goal. Bank earnings are also on the horizon, with an onslaught of […]