The reporting on last week’s FOMC press conference was all about the very topic that Chair Powell had predicted (and forewarned) in the prior meeting.
The topic wasn’t the rate cut, and yet again, Jerome didn’t get any credit for …
Next week could set the tone for the much anticipated Santa Claus rally, but be patient.
The Fed’s interest rate decision and press conference on Wednesday are expected to deliver a 25 bps cut (as shown in the chart below), …
When the market peaked at the end of October, the media’s market narrative was skewed to the idea that Nvidia was leading the market higher, and as a result, the fate of the much anticipated year-end rally rested in its …
The market topped out 3 weeks before Nvidia’s better than expected earnings led to the bulls receiving a whiplash reaction.
“Good news, bad action” can be the death of a bull run, so the question every investor should be asking …
Last week’s modest pullback came with unusually sharp headlines - “biggest tech selloff since October,” “rate cut odds plunge,” and “AI debt warning.”
But the volatility isn’t about a single headline. Instead, it’s a convergence of shifting Fed expectations, conflicting …
November has a very different tone to it than every other month has had since the April low.
An easy way to see this is shown in the chart below, which has lines that mark the high and low of …
This week's market commentary will be published tonight, but don't wait to review the Big View Bullets, Actionable Ideas, and Keith's Market Analysis below now.
The commentary will cover:
Two weeks ago, on Friday, October 10th, the S&P 500 (SPY) and Nasdaq 100 (QQQ) abruptly dropped from their all-time highs with a vengeance that is not normal. For veteran traders, this could have easily looked like the beginning of …
Last Monday, the week began with a strong rebound from the prior Friday’s significant selloff, but Tuesday found itself testing the prior week’s lows within the first 30 minutes of trading.
Fortunately, Tuesday’s AM weakness set up a reversal that …
If this is another TACO tariff power play, it’s a particularly spicy one.
On the surface, Friday’s market selloff could be attributed to another 100% tariff threat.
Or it could be a result of the market finally finding the straw …
The Most Important Proclamation in the FOMC Press Conference
(And It's Been Ignored, Again)
December 14, 2025
