Here’s The Upside In Redefining The Bull Market

Here’s The Upside In Redefining The Bull Market

Image Source: Pexels What’s in a name? I asked our TheoChat trading room members whether we’re in a bull or a bear market. A clear supermajority replied that they felt we were in a bull market. When I asked how they defined it, the typical answer was, “higher highs and higher lows”.But the answer just prompted […]
“Zero History Whatsoever” Of Current Stock Valuation Levels Sustaining

“Zero History Whatsoever” Of Current Stock Valuation Levels Sustaining

Image Source: Pixabay When Sven Henrich of NorthmanTrader.com was last on this program in November, he gave the advice “remain bullish, but be careful”.Since then the S&P has increased slightly, but mostly trended sideways.Here at the start of 2025, what does his Technical Analysis tell us to expect next?And did the shock to investors delivered by […]
Banks Report Tighter Standards, Growing Loan Demand As Conditions Ease Some More

Banks Report Tighter Standards, Growing Loan Demand As Conditions Ease Some More

Image Source: Pexels The last time we looked at the senior loan officer survey (SLOOS) back in November, we found that banks reported “unchanged lending standards for commercial and industrial (C&I) loans to large and middle-market firms and tighter standards for loans to small firms.” Meanwhile, banks reported weaker demand for C&I loans to firms of […]
Market Talk – Monday, Feb. 3

Market Talk – Monday, Feb. 3

Image Source: Pixabay ASIA:The major Asian stock markets had a negative day today:• NIKKEI 225 decreased 1,052.40 points or -2.66% to 38,520.09• Shanghai closed• Hang Seng decreased 7.85 points or -0.04% to 20,217.26• ASX 200 decreased 152.90 points or -1.79% to 8,379.40• SENSEX decreased 319.22 points or -0.41% to 77,186.74• Nifty50 decreased 121.10 points or -0.52% […]
Gold Sets New Milestone Amid Heightened Trade Tensions

Gold Sets New Milestone Amid Heightened Trade Tensions

Image Source: Pixabay Gold price hit a record high on Monday after the US initially scheduled tariffs on Canada, Mexico and China, sparking flows toward the non-yielding metal’s safe-haven appeal. At the time of writing, XAU/USD trades at $2,821 above its opening price by 0.87%.Market mood has improved, yet the golden metal holds to previous gains. Tariffs have […]
Wall Street Ends Volatile Session With Losses

Wall Street Ends Volatile Session With Losses

Stocks finished a roller coaster session ultimately lower. Wall Street spent the entire day reacting to global trade rhetoric, as the U.S. and Mexico levied — then paused — tariffs against one another. The Nasdaq fell 235 points as tech stocks extended their recent slump. The Dow and S&P 500 also finished lower, the former trading in […]
Trump’s Tariffs Shake Markets: ETFs To Watch

Trump’s Tariffs Shake Markets: ETFs To Watch

Image Source: Pixabay The global stock market is threatened by renewed escalation in trade war. This is especially true as President Donald Trump levied 25% tariffs on Canada and Mexico and 10% on China this weekend, citing that the measures were necessary to combat illegal immigration and drug trade.Canada and Mexico immediately vowed retaliatory measures, while […]
Will Trade Wars And Tech Disruption Derail The Bull Market? 
                    

A Reflationary Outlook for 2025

The Role of the US Consumer

Inflation and Its Impact on the Stock Market

Bullish on Stocks: A 15% Return Forecast for 2025

Housing Market: A Leading Indicator

Valuation Concerns and Investment Horizons

Navigating Interest Rates and Bond Investments

A Buying Opportunity Amidst Market Volatility

Will Trade Wars And Tech Disruption Derail The Bull Market? A Reflationary Outlook for 2025 The Role of the US Consumer Inflation and Its Impact on the Stock Market Bullish on Stocks: A 15% Return Forecast for 2025 Housing Market: A Leading Indicator Valuation Concerns and Investment Horizons Navigating Interest Rates and Bond Investments A Buying Opportunity Amidst Market Volatility

Image Source: Unsplash Stock market volatility has risen amid tariff announcements and growing fears of escalating trade wars. Adding to the uncertainty, US technology companies are now grappling with potential disruptions to their AI spending plans following the release of DeepSeek’s open-source model out of China. Touted as a major “breakthrough” for achieving US-level large language […]
Tariffs – Or Not? – And Volatility

Tariffs – Or Not? – And Volatility

Image Source: Pexels This morning, I was all set to write about the stock market’s dislike for this weekend’s tariff announcement.Instead, the drama is playing out a bit like a Hallmark movie, thanks to the “will they, won’t they” moment that occurred when Mexico’s tariffs were delayed by a month. That was certainly a boon to […]
Economic Data Still Supports Continued Growth

Economic Data Still Supports Continued Growth

Sentiment is turning higher, and today’s tariff panic will be just a blip shortly.“Davidson” submits:Real Personal Income continues to trend higher as one of several key economic indicators that continue to defy those few recession forecasts that persist. Light Weight Vehicle Sales SAAR rises again now in a definite uptrend as supply chains for Japanese […]