The Failure Of U.S. Trade Policy: How Asia Successfully Overcame U.S. Tariffs
Southeast Asia continues to generate significant trade surpluses, while China is able to shift gears readily and maintain its dominance in manufacturing.
Approaching Dow Fifty K
the Dow Industrials is many hundreds of points higher and within spitting distance of the never-before-achieved 50,000 level. Go back farther and farther, even as much as a century ago, and you can see how important this resistance line is.
XRP ETFs See $1.37B In Assets As Issuers Battle For Top Position
XRP ETFs hit $1.37B in assets as Franklin, Bitwise, and Canary battle for inflows, liquidity, and investor preference.
December ISM Manufacturing Report: Continued Contraction, Continued Stagflation, Poor Employment
The headline number declined -0.3 to 47.9, the lowest reading since October of 2024, but higher than most readings in 2023 and 2024:
Why Is Phillips 66 Stock Rising Today? UK Refinery Deal Announced
Phillips 66 shares rose more than 7% after the company announced the acquisition of UK refinery assets.
Micron Technology Picks Up Right Where It Left Off
Micron's exceptional performance seems likely to continue in 2026, fueled by persistent inventory shortages, the rising needs for HBM, and higher profit from upcoming innovations like HBM4.
Stock Analysis: Bank Polska Kasa Opieki
Bank Polska Kasa Opieki provides retail, corporate and investment services.
Outperforming Energy Helps Dow Nab New Record
Stocks are soaring to start the first full week of 2026, as investors look past any downsides the capture of Venezuelan President Nicolas Maduro will have on markets.
Key Events This Week: JOLTS And Jobs
There’s been more weakness in the labor market over recent months, with the unemployment rate rising to a 4-year high of 4.6% in November.
Energy Outlook 2026: When Oil Is Plentiful And Power Is Scarce
The world is drowning in oil, but it is starving for power. Investors who recognize that distinction early will be positioned far better than those still fighting the last energy war.
Fed Credibility And Powell's Performance
The Federal Reserve has been front and center in investors’ minds for a few years now, and President Trump’s open call for Chair Powell to resign hasn’t helped. We don’t think the Fed helps its cause, though, with so much “Fedspeak” all the time.
Major US Equity Indices Feverishly Rallied For 7 Months Post-Apr Bottom
With sell-side optimism around 2026 earnings at a record high, major US equity indices are not too far away from their respective record highs.
Total Return Forecasts: Major Asset Classes - Monday, Jan. 5
Long-term expectations for the Global Market Index remained steady at a 7%-plus pace for the annualized total return outlook, based on data analytics through December.
Sensex Today Ends 322 Points Lower; Nifty Below 26,300
After opening the day flat, the Indian market dragged as the session progressed and ended the day lower.
Eli Lilly: Strength Meets GLP‑1 Access Momentum
Eli Lilly's stock remains robust at $1,080.36 amid positive market developments, strong GLP-1 access momentum, and heightened investor interest ahead of key earnings announcements.
GBP/USD Forecast: Dollar Support Returns As Cable Tests Its Conviction
The GBP/USD forecast edges lower as risk sentiment deteriorates, leading to increased flows to the safe-haven dollar.
Turkish Disinflation Dips Below Central Bank’s Forecast Range
Turkey's CPI surprised to the downside once again in December.
Technical Analysis: USD/JPY - Monday, Jan. 5
USDJPY begins to build a formation that could send prices higher.
Palantir Stock Signal: How Much Risk Are Investors Taking At Current Valuations?
Palantir stock signal, a fundamental snapshot, and a technical view on where its share price is heading
Dollar Flexes As Geopolitics Return To Center Stage
The dollar begins the first full week of 2026 on a strong footing, with the Dollar Index pushing to its highest level since mid-December.

