Houston: we might have a problem.

The February US CPI data show the month-on-month increase in core CPI inflation printed at 0.36%.

By: Alfonso Peccatiello

Many experts credit (resp. blame) the Fed for the market rally since the October lows.

By: Till Christian Budelmann

Goldman: Upgrading our 2024 S&P 500 buyback forecast

By: James W.

Bullishness is getting crowded.

By: James Bianco

With Powell's remarks today, Wall Street's hopes for a March rate cut (once 97%) officially hit 0.

By: Charles-Henry Monchau, CFA, CMT, CAIA

Foreign investors’ allocation in US equities is currently as extreme as they were at the very peak of the tech bubble.

By: Otavio (Tavi) Costa

Supercore PCE jumped by 0.6% MoM, the largest increase since March 2022.

By: Daily Chartbook

Interview: Torsten Slok, Chief Economist at Apollo Global Management, Inc. - Interest Rates Will Stay Higher for Longer

By: Michal Stupavsky, CFA

Everything, Everywhere, All at Once

The CRE market is struggling, everywhere. Europe’s economy grows at a snail’s pace, as cap rates, financing rates led the levered CRE Fund manager into a trap.

By: Bruce Richards

"The world is getting seriously concentrated into the US. This is how global market cap has been divided in the 124 years covered by the [UBS] database."

By: Daily Chartbook