Sign in Subscribe

Newsletter

Recap | Fed's Hawkish Cut and Market Sell-Off

The Federal Reserve, in its December meeting, delivered exactly what the market had predicted: a 25-basis-point cut to interest rates. Yet, instead of celebrating the anticipated move towards easier monetary policy, markets threw a tantrum. Stocks tumbled, bond yields soared, and volatility spiked – all on the back of a move
Recap | Fed's Hawkish Cut and Market Sell-Off

Trump's Quest for Cheap Energy

For the past 50 years, every U.S. president has made it a priority to advocate for cheap and secure energy. Donald Trump is no exception. His campaign promises include a pledge to "drill, baby, drill" and cut energy costs for Americans by half. This focus on energy
Trump's Quest for Cheap Energy

Trump and Bond Yields

Donald Trump's decisive victory in the presidential race, dubbed by some as the "Super Bowl of Global Politics," triggered mixed reactions across financial markets. While stock indices hit record highs, the US dollar surged, and Bitcoin soared, the bond market responded with a resounding sell-off. This
Trump and Bond Yields

Can China Spend Its Way Out of a Slump?

China's economic engine is sputtering. The property market is frozen, prices are deflating, and a record number of young people can't find jobs. Faced with the crisis, Beijing is abandoning its cautious approach and vowing to unleash a wave of fiscal stimulus - injecting an estimated
Can China Spend Its Way Out of a Slump?

An In-Depth Look at The German Dax Index

Author: Bruce Liegel The German Dax made new all-time highs last week, and as Chart 1 shows it has been on a tear over the last few weeks as the market is now aggressively pricing in a dovish interest-rate policy change by global central banks. The so-called “pivot” is now

Risk-on Sentiment Prevails, Oil Slump Continues, and Gold Soars

Author: Bruce Liegel Equities Fed Chairman Powell delivered an early Christmas present to the market on Friday when he pretty much laid out the end of this tightening cycle. "Risk-on" was the day’s theme, with the Russell 2000 closing up over 3% on the day. The S&

What Is the Outlook of Gold?

Where are we in the gold price cycle, and what is the future path of gold? Below is our conversation with Bruce Liegel for his analysis on what lies ahead for gold.  Hedder: What’s the main driver for gold ? Bruce: Gold has been in a bull market since 2000.

A Look at Forex

Author: Bruce Liegel For most of my 30+ years in trading I have heard that the demise of the US dollar is coming and with it the end of its reserve-currency status. It doesn’t matter the time frame, there is always someone who makes what appears to be a

A Look at Long Term Charts

Author: Bruce Liegel This week’s focus is going to be on long-term setups that are now developing in a number of markets. Typically, I glance at long-term charts weekly, but a few times a year I take a hard look if set-ups are occurring. This is the case in

Are We on the Verge of a Commodity "Supercycle"?

In this Q&A, we sat down with Bruce Liegel for a deep dive on what lies ahead for commodities and whether there is a looming "supercycle". Hedder: There are talks of a looming supercycle. Can you explain what the term means and weigh in with your