MARKET NEWS
Dec 22, 2024
Income and Spending Miss Estimates, but Show Steady Growth Above Inflation
Personal Consumption Expenditures (PCE) read on inflation (an alternative to the CPI, preferred by the Fed) increased +0.1% in November, and +2.4% over the last 12 months. With food and energy prices...
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Dec 22, 2024
Stocks Week Ahead: Treasury Auctions Could Drive Further Bear Steepening
It will be a holiday-shortened trading week due to the Christmas holiday. Markets in the US will close early on Christmas Eve, December 24th, at 1 PM Eastern and remain closed all day on Wednesday,...
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Dec 22, 2024
Why Fundamental Analysis Fails in Financial Markets
Well, that was quite an eventful week. We had a Fed announcement, and all the market geniuses were quick to attribute the cause of the 3% decline to the Fed announcement. However, this is nothing...
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Dec 22, 2024
Inflation Scenarios for the 2020s: The Good, the Bad and the Ugly
Inflation I, the Good: In our Roaring 2020s scenario, a productivity growth boom boosts real GDP growth, keeps a lid on inflation, drives up real labor compensation, and widens profit margins. Last...
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Dec 22, 2024
S&P 500: Fed Flip Flop Leads to a Market Reversal or Correction?
From everyone at MarketGauge, we wish you and your family the happiest and healthiest holiday season. We appreciate the time and attention you spend with us and hope we can help you reach your goals...
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Dec 22, 2024
Markets Weekly Outlook: S&P 500 in Focus as Markets Brace for Holiday Lull
The Federal Reserve’s policy change and economic projections have significantly impacted markets, leading to a rise in US yields. The US PCE data released on Friday rose less than expected,...
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Dec 21, 2024
10 Bold Predictions That Could Define Financial Markets in 2025
Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macro-economic, geopolitical or market...
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Dec 21, 2024
Global Economic Conditions Portend a Catch-Down in America
For $20,000, you can buy a global airline pass to see the world. Or, for the low price of free, you can take a quick trip with us worldwide. Unfortunately, our global trip is not as exciting as an...
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Dec 20, 2024
Isaac Newton’s Costly Lesson: Even Geniuses Can’t Outthink a Market Bubble
Even the sharpest minds can stumble when emotions overrule discipline in investing. History shows that caution often outlasts the allure of market euphoria. In stretched markets, staying grounded...
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Dec 20, 2024
The Same Bullish Views Could Turn Bearish by 2025
I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and...
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