Matt Weller CFA, CMT
Crude oil: Could we see 14-year highs in WTI soon?
From a fundamental perspective, the rise in oil prices comes down to simply supply and demand.
NFP preview: Leading indicators slow while Fed poised to charge ahead
The leading indicators point to a slightly below-expectations reading in this month’s NFP report, with headline job growth potentially coming in somewhere in the 225K-325K range
Early NFP insight: Signs of slowing jobs growth in high-frequency data?
Employers may not be posting as many new job openings as they were late last year, and at the margin, more Americans are claiming unemployment benefits than were at the start of this quarter...
EUR/USD’s near-term bullish channel intact amidst ECB hawkishness
Recent comments from ECB policymakers suggest that “gap” between interest rates on the two sides of the Atlantic will be smaller than expected...
Index in focus: Nasdaq 100 (US Tech 100) struggles to get off the floor
Sentiment toward indices and the Nasdaq 100 in particular remains heavily tilted in favor of the bears...
Nvidia earnings preview: Where next for NVDA stock?
Is the worst of the chip shortage behind the company?
USD/JPY: Bullish momentum has stalled, but uptrend intact until Fed blinks
Looking ahead, expectations for FOMC policy will be a major driver for USD/JPY...
US CPI recap: Food prices surge by their most in over 40 years
Inflation is becoming more widespread across a broad swathe of consumer spending categories, raising the risk that it could become entrenched.
Back from the dead? The revival of the FX carry trade
As inflation rises to multi-decade highs, some central banks are once again raising interest rates aggressively, suggesting that the carry trade could come back from the dead in the coming months.
US CPI preview: Will price pressures finally start to slow?
If inflation prints at expectations, it would be the first meaningful decline in the annualized inflation rate since the depths of the COVID recession...