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The latest job report reinforced the weaker labor market trend. Markets believe it makes a stronger argument...

Markets are performing well, supported by the favorable earnings and increasing rate cut expectations. Global equities are...

The Jackson Hole meeting has cleared the market’s low bar of dovishness. The pace and depth of the rate cuts would depend on...

The CPI was slightly higher than expected. More market participants increased their wager on the September cut. Tariffs impact is still...

S&P500 rebounded this week and recovered most of its loss from last Friday’s weak job data. The recent development...

The disappointing job reports have increased the likelihood of rate cuts, while...

The FOMC decision, July job report and Treasury’s refunding announcement are going to carry...

S&P500 continued to rise this week, mainly driven by solid earnings. The focus in the coming week would be...

Trade policy uncertainty escalated due to the extended deadline of negotiations and...

One Big Beautiful Bill (OBBB) brings more clarity to US fiscal policy, and the end of 90-day pause will...

S&P500 hit all-time high this week. The current rally is having...

Fed remained in a holding pattern this week. Geopolitical tensions are still high. Central banks remain...

Cross-asset volatility is likely to renew due to the escalating conflict in Middle East. However, if the conflict remains...

S&P500 returned to 6000 this week, and is at 2% below its all-time high. It is mainly driven by...

S&P500 went up slightly this week, driven by the delay in EU tariffs and US legal authority initially...

30Y treasury yields remain above 5%, mainly driven by increasing concerns over the US debt burden. The US house...

The US-China deal removed the worst-case scenario. S&P500 rose this week after...

Markets are optimistic about the trade negotiations. S&P500 moved slightly this week. Fed kept...

The S&P 500 jumped 3% this week. Earnings results from several of the Magnificent 7 are...

The de-escalating tariff has calmed the markets, while there are still uncertainties about the trade negotiations...