The Election, Interest Rates, Nuclear Energy
Donald Trump is heading back to the White House in 2025. While the outcome was more widely anticipated than in 2016, it still sent waves through financial markets. Stocks hit new all-time highs as interest rates and the dollar rose. The jump in...
With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates?
Why are mortgage rates still stubbornly high despite the Fed easing rates? Understand the potential trajectory of future mortgage rates and explore key factors like housing demand, mortgage rate spreads, and market trends impacting rate movements.
Today’s AI Investment Boom in the Context of History
How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history. Last Thursday, Nvidia...
Inflation as a Recession Indicator, Increased Consumer Spending, and Semiconductor Imports Above Recent Highs
China’s economy is beginning to re-open. While this is a positive development for the global economy, it may lead to increased oil demand at a time when supply is already tight. Historically, periods of high...
Market Predicts Inflation Slowdown, Wage Growth Means Increased Tax Receipts, and Consumer Demand Stays Strong
Nasdaq 100 breadth has fallen to levels only seen near the bottom of recent drawdowns. Inflation remains front and center, but market-based measures have fallen over the past month. Falling inflation...
Inflation’s Relationship with Equities, Bearish Investors, Beaten Down Sector Present Opportunity
Is the current market environment abnormal, or simply returning to normal? Valuations for a large portion of the U.S. equity markets are now at or below their pre-Covid levels. Retail traders have given back...