Post-Fed Selloffs Resume

Yesterday’s market bounce appears to have been short-lived with stock markets around the world and cryptocurrencies resuming their retreat. US treasury yields are steady today and the US Dollar is down 0.1%-0.4% against the Loonie, Euro, and Gold, suggesting that today’s downturn may also partly be investors taking some money off the table ahead of […]

Big Swings From Fed’s “Hawkish Cut” Continue

Yesterday afternoon we saw the worst reaction to a December Fed decision since 2018. The Fed announced a “hawkish cut”, where they cut the Fed funds rate by 0.25% as expected, but signaled in the dot plot of FOMC member forecasts that they are only expecting 2 quarter point rate cuts next year instead of […]

Global Markets Rebound as FOMC Decision Looms

Shrugging off yesterday’s US index losses of 0.3%-0.6%, US index futures are up 0.2%-0.4% this morning. Over in Europe, the FTSE is up 0.1% and the Dax is up 0.2%. Chinese markets are also bouncing back with Hong Kong rising 0.8% and Shanghai gaining 0.6%. Commodities are also picking up today with US Crude Oil […]

Stocks Backtrack Despite Strong Retail Sales

US trading is subdued this morning with index futures trading down 0.3%-0.5%. Even red-hot Broadcom, which soared another 11% yesterday, appears to be slowing down, dipping 0.5% in premarket trading. Over in Europe, the Dax is down 0.2%. The FTSE is down 0.8% on signs of stagflation as employment growth slowed and wage inflation accelerated. […]

Bitcoin Hits a New High as Traders Digest Economic News

Bitcoin spiked up to a new all-time high overnight above $106,000 on the news that Bitcoin holder MicroStrategy is going to be added to the NASDAQ 100 Index. This means that equity capital flowing into NASDAQ-tracking funds may now circle into Bitcoin as well, potentially accelerating mainstream adoption. NASDAQ futures are up 0.5% on this […]

Earnings Beats Boost US Stocks

Bouncing back from US index declines of 0.5% to 0.7% yesterday, US index futures are up 0.1% to 0.9% this morning. European markets are quiet with the Dax, CAC and FTSE all holding steady. Asia Pacific markets fell to end the week with the Hang Seng dropping 2.1% and the Nikkei sliding 1.0%. The US […]

Swiss Surprise

A day after the NASDAQ Composite Index reached 20,000 for the first time, US index futures are backsliding a bit this morning with declines of 0.1% to 0.4% in the wake of a disappointing US inflation report. Over in Europe, the FTSE, CAC and Dax are all flat. Asia Pacific markets rallied overnight, as both […]

US Inflation and Bank of Canada Meeting In Focus Today

US index futures are trading up 0.1% to 0.4% following the release of a relatively benign US inflation report, as they try to shake off yesterday’s US index declines of 0.2% to 0.3%. Over in Europe, the Dax is flat and the FTSE is up 0.3%. US Consumer prices were in line with expectations, up […]

China in the Spotlight for Positive and Negative Interventions

Generally speaking markets really hate it when governments get too involved in the economy or investing whether it be tariffs, sanctions, capital gains or dividend taxes, antitrust actions or other things. Nvidia is down 2.2% in premarket trading, dragging NASDAQ futures down 0.2% after China announced over the weekend that it has started an investigation […]

Bitcoin Backs Off, Payrolls Beat Expectations

North American employment numbers came in stronger than expected. US Nonfarm Payrolls (227K vs street 200K, previous revised up to 26K from 12K), and Canada employment change (50.5K vs street 25K) both beat expectations.  Wage inflation data, being Canada Average Hourly Wages (3.9% vs previous 4.9%), and US Average Hourly Earnings (4.00% vs street 3.9%) […]