The S&P 500 rose 3.2% this week, benefiting from solid earnings reports, cooler inflation prints and incoming pro-growth policies. The benchmark would have performed even

Based on metrics that we usually rely on to make calculated judgements, the stock market is currently costly. The Fed’s stock model, which compares earnings

  Throughout last year, I maintained all along that the S&P 500 would attain 5950 sometime in 2024. It did even better, touching 6090 on

At this time of the year, predictions about the future performance of the S&P 500 are a dime a dozen. Interestingly, there seem to be

The Federal Reserve cut its policy rate by 25bps on Wednesday, as widely expected, taking the midpoint of the target range to 4.375%. The decision

Many investors are bearish because contrarian indicators show that there are too many bulls and not enough bears, and therefore too much complacency. This belief

The week was highlighted by Trump’s nomination of Scott Bessent to be US Treasury Secretary, his intention to impose tariffs on America’s top trading partners

The Stock market is set to experience a record-breaking year. So far, $450 billion has flowed into US equity funds on a net basis, explaining

Based on bold promises that Trump and his acolytes will be able to fix the economy and bring robust growth by unshackling the business sector

A scarcity of high ranking economic reports and the advent of Memorial Day should have made this week listless. The focus was on the housing

Growth Decelerated: On Thursday last, the Commerce Department reported that the U.S. economy had grown at the annual rate of 1.6%, significantly less than the

As a rule, the Fed and the economy are asymmetric to exogenous geopolitical shocks, unless they lead abruptly to a steep rise in energy costs,