Still Fighting the Fed
by Stephen Vanelli, CFA, Knowledge Leaders Capital In the most recent FOMC meeting, the committee decided to refrain…
The Market Thinks the BoJ is In Play
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Bank of Japan met last night to cap off a…
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
ASML: Lighting Up the World of Semiconductors
by Knowledge Leaders Team, Knowledge Leaders Capital Based in Veldhoven, Netherlands, ASML is the worldās leading supplier of…
Dysfunction in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital Today was a disaster for Chinese economic data. In the table…
FedGPT? AI Sentiment Analysis Shows Powell Is Still Quite Hawkish
by Brian Clark, Knowledge Leaders Capital āInflation has not really moved down. It has not so far reacted…
Atlanta and Cleveland Have it Right on Inflation
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our AI engine, we prompted a description of the Atlanta…
International Demand Explodes for Short-Term US Treasuries
by Brian Clark, Knowledge Leaders Capital Two weeks ago, we noted that Congress would soon raise the debt…
Warming into Duration
by Stephen Vanelli, CFA, Knowledge Leaders Capital Leading into the weekend, where the debt ceiling had not been…
Investors Only Have Eyes For Cash
by Brian Clark, Knowledge Leaders Capital If you are starting to have a case of dĆ©jĆ vu around…
There's Something Rotten in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital One metric I look at fairly often for various countries is…
New Data Shows Fed Worried about a Credit Crunch Weeks Ago
by Brian Clark, Knowledge Leaders Capital The Fedās concern about U.S. banks dominated last monthās FOMC meeting. According…
The Case for Gold is Looking Stronger
by Austin Mann, Knowledge Leaders Capital The Federal Reserveās balance sheet grew by $394B in the past two…
Fed Repriced Out of Action
by Stephen Vanelli, CFA, Knowledge Leaders Capital We just experienced the fastest bank run in history with the…
Why is the U.S. Market Trouncing Canada Year-to-Date?
by Brian Clark, Knowledge Leaders Capital So far this year, American stocks have outperformed Canadian stocks. In this…
