Weekly Commentary

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

June 27, 2025

US attacks Iran, market reaction unexpected, Stock hit all-time highs, Some Fed officials come out in favor of cuts

Read Now

June 20, 2025

Major stablecoin progress, Fed not ready to cut, yet, Trade takes a back seat

Read Now

June 13, 2025

Israel attacks Iran, oil spikes, May inflation data cools, but is it enough for Fed to ease? Silver spikes to highest level in over a decade

Read Now

June 6, 2025

ECB cuts rates for the eighth time, US labor market continues to defy skeptics, First stablecoin IPO soars in debut

Read Now

May 23, 2025

Tax bill causes bond yields to spike, Walmart comments on tariffs, Trump's nuclear executive order a boost to uranium miners

Read Now

May 16, 2025

Inflation cools, Consumer sentiment 2nd worst in history, Japan's economy contracts, yields surge

Read Now

May 9, 2025

Crypto news, First trade deal with UK announced, Fed stays put, but does it matter?

Read Now

May 2, 2025

GDP shrinks for first time since 2022, Labor market remains resilient, Earnings remain strong

Read Now

April 25, 2025

Shipping plunges, Google tops, Tesla misses, both stocks rally, India-Pakistan conflict escalates

Read Now

April 18, 2025

Gold glitters, ECB cuts while Fed stays put, Companies withdraw or cut guidance

Read Now

April 11, 2025

Trump pivots on tariffs, Inflation moderates, giving room for Fed cut, Geopolitical tensions intensify

Read Now

April 4, 2025

Trade Wars

Read Now

March 28, 2025

Trump tariffs rattle markets, China rolls out the red carpet for CEOs, CoreWeave IPO a sign of the times of just bad business?

Read Now

March 21, 2025

Federal Reserve meets, lowers economic expectations, Consumer shows further signs of weakness, Gold price tops $3000 an ounce for first time

Read Now

March 14, 2025

S&P 500 hits correction territory, Consumer confidence plunges, inflation expectations spike

Read Now

March 7, 2025

Is the "Trump put" gone? China gives more stimulus details, 10-year, mortgage rates come down

Read Now

February 28, 2025

Nvidia beats, but stock falls, One Fed measure shows economy contracting, Crypto weakness

Read Now

February 21, 2025

Higher interest rates starting to take toll, Japan inflation re-accelerates, Quantum computing breakthrough

Read Now

February 14, 2025

Inflation still too high, Retail sales decline, Humanoid robots are coming

Read Now

February 7, 2025

First jobs number of 2025, Gold at all-time-highs, Despite DeepSeek, tech CapEx keeps growing

Read Now

January 31, 2025

The fallout from DeepSeek continues, US economy diverges from Europe, Housing market challenges

Read Now

January 24, 2025

Artificial intelligence news, Crypto developments

Read Now

January 17, 2025

Small businesses upbeat, inflation within expectations, Banks blow-out earnings

Read Now

January 10, 2025

Yields surge, hint of inflation, Strong job market

Read Now

January 3, 2025

A quick recap of 2024

Read Now

December 20, 2024

Fed's change in tone spooks market, 10-yr treasury yields surge, Market's rally has been unhealthy

Read Now

September 13, 2024

Small businesses are upbeat, Inflation accelerates, Central Banks continue to ease, Fed is on tap

Read Now

September 6, 2024

Political upheavals in South Korea and France, China's response to tariffs, Bitcoin hits $100K (as stock markets rally to all-time-highs)

Read Now

November 21, 2024

What Trump's second term may mean for markets

Read Now

November 1, 2024

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

Read Now

October 25, 2024

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

Read Now

April 18, 2024

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

Read Now

October 4, 2024

Potential new inflationary risks emerge

Read Now

September 27, 2024

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

Read Now

September 20, 2024

Fed begins cutting, Big tech pushes into nuclear energy

Read Now

September 13, 2024

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

Read Now

August 23, 2024

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

Read Now

August 16, 2024

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

Read Now

August 9, 2024

Unprecedented volatility

Read Now

August 2, 2024

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

Read Now

July 26, 2024

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

Read Now

July 19, 2024

Market reversal, massive tech outage and centralization risk,

Read Now

July 12, 2024

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

Read Now

July 5, 2024

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

Read Now

June 21, 2024

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

Read Now

June 14, 2024

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

Read Now

June 7, 2024

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

Read Now

May 31, 2024

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

Read Now

May 24, 2024

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

Read Now

May 17, 2024

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

Read Now

May 10, 2024

Massive share repurchases, European economy recovering, Japanese yen dives

Read Now

May 3, 2024

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

Read Now

April 26, 2024

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

Read Now

April 19, 2024

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

Read Now

April 12, 2024

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

Read Now

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

Read Now

March 29, 2024

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

Read Now

March 22, 2024

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

Read Now

March 22, 2024

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

Read Now

March 8, 2024

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

Read Now

March 1, 2024

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

Read Now

February 23, 2024

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

Read Now

February 23, 2024

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

Read Now

February 9, 2024

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

Read Now

February 2, 2024

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

Read Now

January 27, 2024

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

Read Now

January 26, 2024

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

Read Now

January 12, 2024

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

Read Now

January 5, 2024

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

Read Now

December 22, 2023

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

Read Now

December 15, 2023

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

Read Now

December 8, 2023

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

Read Now

December 1, 2023

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

Read Now

November 17, 2023

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

Read Now

November 10, 2023

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

Read Now

November 3, 2023

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

Read Now

October 27, 2023

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

Read Now

October 20, 2023

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

Read Now

October 13, 2023

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

Read Now

October 6, 2023

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

Read Now

September 29, 2023

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

Read Now

September 22, 2023

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

Read Now

September 15, 2023

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

Read Now

March 8, 2023

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

Read Now

September 1, 2023

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

Read Now

August 23, 2023

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

Read Now

August 18, 2023

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

Read Now

August 11, 2023

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

Read Now

August 4, 2023

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

Read Now

July 28, 2023

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

Read Now

July 21, 2023

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

Read Now

July 21, 2023

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

Read Now

July 7, 2023

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

Read Now

June 30, 2023

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

Read Now

June 23, 2023

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

Read Now

June 16, 2023

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

Read Now

June 9, 2023

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

Read Now

June 2, 2023

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

Read Now

May 26, 2023

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

Read Now

May 19, 2023

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

Read Now

Request Access
Thanks for submitting!
One of our team members will reach out soon.
Oops! Something went wrong while submitting the form.