Global Markets with John Blank

FOMC policy rates may well be the most important factor -- for stocks.

Let's take a closer look, into valuations & trader sentiment.

Manufacturers operate inside interesting technical times.

The oil price future may not be like anything we have seen.

The simple answer is "That's doubtful".

A helpful insight: Zacks "Fair Value for the S&P500 is 7,064.

U.S. Policy Uncertainty has been very high -- for over a full year.

The Iran Conflict Oil Price Shock is on everyone's minds.

Beyond driving up GDP growth, what does this spending achieve?

U.S. stock markets have been shifting, meaningfully.

It says the labor market is cooling, at the least.

The Decision-Maker's See a Rotation from Growth to Value.

This is a trillion-dollar question, not a million-dollar question.

It is Halloween. Should you be frightened, or not, by this rally?

Who wishes for a pat answer, to that question? Both the Fed and Stock Traders

Liquidity is a Major Force in All Risk Markets.

What Can Stock Traders Do About It?

SEP and OCT are Often Rocky Trading Months

I asked Google's Gemini AI tool a set of questions.

Q4 is when major tariff effects should hit, in a macro material way.

In June 2025, Can You See A Cyclical Move in the Jobs Markets?

Some Macro Effects Are Visible. Already. More Should Arrive. Soon.

Where is this critical sector going in 2025 and 2026?

Or --are there fresh market events-- for the market to struggle with?

Indeed, the Fed's "dual mandate" remains in play.

What grounds do they have for optimism?

We discuss trade wars, versus traditional trade policy

Will it show big DOGE Federal job cuts?

Here are a few concerns investors should (validly) have.

Positive January S&P500 returns say YES.

Can Stock Traders Expect Rate Cuts This Year?

The February 1st Deadline for Tariffs is in Place. What to Expect?

A Wall of Worry --About This Topic-- is Always a Factor.

2024 Was Good to Stocks. What Happens Next?

Be disciplined and clean our your mental attic, each quarter.

No surprises here: Profits, Earnings, and Revenue Growth.

Look into the conglomerates sector, to find one.

After the FOMC cut 50 bps, here is what to expect.

In other words, can U.S. macro data trump any U.S election uncertainty?

Less uncertainty is usually a benefit.

Or is the event of a SEP rate cut 'all priced in'?

Can this "AI" Cap-ex boom keep driving ahead?

Likely, it takes several months of macro data to answer that question.

This is perhaps the biggest worry, now.

It is time, for a health check, on the all-important U.S. consumer.

Rate cuts in Europe and Latin America, not the USA, get me thinking.

A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.

The Electric Vehicle Downcycle May Have Broader Consequences.

Bond and stock traders fell in line -- with Fed consensus. For now.

Oftentimes, strong momentum trading leads to more momentum.