Weekly Commentary

Our take on the current events of the week and our thoughts on how it will impact markets.

November 1, 2024

A slew of economic data, State of Florida reveals desire for Bitcoin exposure

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October 25, 2024

A check on markets since the rate cut, Goldman's bold call

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April 18, 2024

Deficit balloons, After the Fed cuts, rates rise? Google break up?

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October 4, 2024

Potential new inflationary risks emerge

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September 27, 2024

China unveils massive stimulus package, Housing market thawing, OpenAI announces changes but continues to innovate

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September 20, 2024

Fed begins cutting, Big tech pushes into nuclear energy

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September 13, 2024

Inflation allows rate cuts, Gold hits all-time highs again, OpenAI releases new model that "reasons"

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August 23, 2024

Largest downward jobs revision since 2009, Jay Powell's Jackson Hole speech, More stocks take the lead

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August 16, 2024

Kamala's economic policy, Insight into consumer, Inflation data in check

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August 9, 2024

Unprecedented volatility

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August 2, 2024

Bad news is bad news, Did the Fed miss? Earnings season halfway done

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July 26, 2024

Consumer remains resilient, Zuck open sources Llama, Ethereum ETF begins trading

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July 19, 2024

Market reversal, massive tech outage and centralization risk,

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July 12, 2024

Update on inflation, Latest AI narrative, What is behind the price of bitcoin?

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July 5, 2024

First half of 2024 market performance, US economic data points to a weakening economy, Half the world votes

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June 21, 2024

A check on the consumer, Market diverges and an update on NVDA

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June 14, 2024

Latest inflation, jobs data, and Fed meeting, Stock market hits all-time highs, Apple's AI strategy

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June 7, 2024

Mixed economic data brings unexpected reaction, Stock market concentration not see in 60 years, Roaring kitty Gamestop drama

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May 31, 2024

Is Gen AI going to eat the world? Housing market refreshed/update

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May 24, 2024

Tale of two stocks and what it tells us about the market, Crypto news, China - Taiwan tensions escalate

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May 17, 2024

New tariffs on China, Mixed inflation and retail sales data, Latest generative AI models

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May 10, 2024

Massive share repurchases, European economy recovering, Japanese yen dives

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May 3, 2024

April market recap, Fed takes hikes off the table, Goldilocks jobs picture

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April 26, 2024

Economy slows more than expected, Inflation and bond yields rise, The capex cycle in full swing

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April 19, 2024

Earnings season off to a good start, but there is dispersion; Federal Reserve walks back expectations, Middle East conflict escalates

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April 12, 2024

Inflation comes in hot, Gold breaks out again, Generative AI needs tons of energy

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April 5, 2024

Oil spikes on potential escalation in the Middle East, US government debt interest out of control, Strong read on jobs raises risk to rate cuts

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March 29, 2024

Japan's first rate hike in 17 years, Gold breaks all-time highs again, The latest meme asset?

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March 22, 2024

Markets rally to all-time highs on Fed, Nvidia continues to drive innovation, Apple faces serious DOJ lawsuit

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March 22, 2024

Is inflation worth worrying about? The $10 trillion problem, Crypto vol

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March 8, 2024

Latest troubled bank gets $1bn investment, Nikkei crosses 40,000, Gold surges as central banks buy

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March 1, 2024

Bitcoin surges, Macy's to close 30% of stores, Musk sues OpenAI

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February 23, 2024

Japan's stock market finally back to 1989 levels, Nvidia earnings don't disappoint

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February 23, 2024

Inflation shows teeth, Rate cut hopes dashed, Shades of 2000 in AI stocks

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February 9, 2024

China situation continues to deteriorate, Layoffs continue, Treasury auctions go well

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February 2, 2024

Fed backtracks, but does it matter? Jobs number blows away expectations, Earnings season shows trends

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January 27, 2024

Economic data suprises to the upside, again; Bitcoin falls following ETF approvals; Microsoft reaches $3 trillion

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January 26, 2024

Conflicting econ data, Biden's anti-trust does more harm than good, Rates rise as some Fed officals walk back market

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January 12, 2024

Bitcoin ETF finally approved, Mixed inflation data, Conflict in the Middle East escalates

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January 5, 2024

US debt reaches $34 trillion, Geopolitical risks rise, Labor market remains tight

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December 22, 2023

Fed’s favored inflation gauge under 2%, A “no-landing” in the cards? Bitcoin ETF seems closer

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December 15, 2023

2nd Powell pivot! Good inflation data, but too soon to declare victory? Strong retail sales

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December 8, 2023

10-year yields continue lower, Bitcoin trades through 44k, Jobs number strenghens soft landing narrative

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December 1, 2023

Massive November rally across assets, GDP revised higher, but outlook unclear, Oil price falls following OPEC cuts

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November 17, 2023

China visit goes smoothly, Inflation report for "deflationistas," Small-cap stock opportunity for active management

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November 10, 2023

China slips into deflation again, 30-year bond auction goes badly, Disruption in healthcare = active investing

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November 3, 2023

The shift from Fed to Treasury, Job market cools just enough, Apple beats but guides lower

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October 27, 2023

Mixed earnings from Big Tech, Economy grows more than expected, Japan yields continue to climb

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October 20, 2023

10-yr treasury trades through 5%, Twelve Federal Reserve speakers, Bitcoin trades to $30k

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October 13, 2023

Markets rally on lower rates, then reverse, Big banks report earnings, Consumer expects higher inflation

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October 6, 2023

Market shrugs off strong jobs data, Bitcoin rises despite risk-off, Yield curve nears un-inversion

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September 29, 2023

Stocks suffer rough September, Rates at 16-year highs, Commercial Real Estate trembles

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September 22, 2023

Fed signals higher for longer, yields spike. UAW strike continues, more to come? Government shutdown looms

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September 15, 2023

ECB hikes while China eases, US consumer showing weakness? GDI paints different picture than GDP

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March 8, 2023

OPEC extends production cuts, VISA expands use of stablecoins, Corporate bankruptcies surge

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September 1, 2023

Markets rally on soft jobs data, BRICS welcome six additional countries, SEC loses case filed by Grayscale

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August 23, 2023

One measure shows 6% economic growth, Powell says not moving inflation target, Nvidia crushes earnings again

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August 18, 2023

China and Japan's economies diverge, Mortgage rates soar, housing prices rise, Russian ruble loses 25%

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August 11, 2023

Inflation continues to cool, China's economy shows weakness, US credit card debt hits $1 trillion

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August 4, 2023

US debt gets downgraded, Long-end yields rise, Labor market remains tight

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July 28, 2023

Bank of Japan tightens, Vibrant US econ data, Earnings surprise

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July 21, 2023

NASDAQ 100 re-balance, FedNow launches, Regional bank earnings better than feared

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July 21, 2023

Soft-landing engineered? US Dollar dives lower, SEC dealt blow in crypto case

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July 7, 2023

China curbs exports of metals, conflicting jobs data seesaws rates, new chatter about Ukrainian power plant

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June 30, 2023

OpenAI gets sued, Volatility hits multi-year lows, Share of distressed companies rise

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June 23, 2023

UK inflation and rates rise, Bitcoin hits $31k, China tension continues

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June 16, 2023

UK inflation and rates rise, Bitcoin hits $31k, China tension continues

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June 9, 2023

SEC sues Binance and Coinbase, Another catastrophe in the Ukraine/Russia war, Apple unveils its headset

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June 2, 2023

Jobs number blows away expectations, Debt ceiling passes the House, Student loan payments re-start

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May 26, 2023

The power of AI = $200 billion, Recession remains elusive, Can higher rates be good for tech?

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May 19, 2023

Let's talk about shrinkage, Two-thirds expect recession, US and allies to send F-16s to Ukraine

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May 12, 2023

Google comes out swinging on AI, Uniformly weak econ data, US default gauge reaches all-time highs

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May 5, 2023

13.3% of the S&P 500 is 2 companies, 10th Fed hike - and more banks teeter, the Fed's labor market problem

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April 28, 2023

Is private credit the next domino? Earnings hang in there, Recipe for conflict in Asia

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April 21, 2023

Apple goes to India, Fed officials hold the line, Credit showing signs of stress

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April 14, 2023

Gold and silver surge, Big banks winning, Backlash against Macron

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March 31, 2023

MSM picks up on the downfall of the US Dollar, Return of the FANG, Fed funds above inflation

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March 24, 2023

Banking crisis spills to Europe, Bond market expects rate cuts, Russia and China flex, Crypto crackdown continues

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March 17, 2023

Bitcoin gets jiggy, High-yield defaults rise, Inflation & expectations cool

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March 10, 2023

Fed claims its first casualty, Does this mean they are done? Latest crypto fallout

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March 3, 2023

Hot inflation abroad, Consumer stretched, Vanguard bucks ESG trend

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February 24, 2023

🚀📈💰, One year of war, Hot data

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February 17, 2023

Inflation fears re-emerge, 5% risk free rates, New crypto regulations

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February 10, 2023

AI wars, Russia strikes back against sanctions, Interest rate volatility continues

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February 3, 2023

Models fail to predict job market on fire, Did Powell finally pivot? Israel attacks Iran

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January 27, 2023

Google gets sued, Market off to a strong but speculative start, Bitcoin takes another leg higher

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January 20, 2023

Bad news is bad news, Japan Central Bank punts, Debt ceiling drama

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January 13, 2023

Japan beefs up military, SEC sues Gemini and Genesis, Return of the meme stocks?

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January 6, 2023

Bond market at odds with the Fed, Company behind ChatGPT valued at $29bn, Rotation out of tech continues

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December 30, 2022

2022 Recap: The COVID hangover, 2023 Outlook: More of the same?

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December 23, 2022

Bank of Japan blinks! Economic news or noise? Something brewing in Ukraine/Russia war

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December 16, 2022

Nuclear fusion is here! China rips off the band-aid, Central banks continue down the warpath

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December 9, 2022

Oil prices DOWN year-to-date, Non-traded REITs suffer outflows, Volatility in "safe" markets

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December 2, 2022

The market wants you to lose your job, pandemic savings drawn, weakness in enterprise software

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November 25, 2022

Supply chain risks, yield curve inversion, update on crypto

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November 18, 2022

Crypto fallout continues, UK inflation and budget

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November 11, 2022

The stunning downfall of FTX, Inflation cooling, Russian retreat

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November 4, 2022

Fed refuses to pivot, Geopolitical temperature rising, China hints at reopening

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October 28, 2022

Big tech earnings, Central banks hint at pause, Mortgage rates yet another headwind

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October 21, 2022

Market internals tell a different story, How much higher can yields go? The return of the bond vigilantes

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