(30 November 2025) Stocks rallied strongly during Thanksgiving week on renewed hopes for an interest rate cut at the next Fed meeting on December 10. The rate cut optimism offset lingering doubts about the economic sustainability of the current AI boom.
The gains were not wholly unexpected given Monday's Mercury-Venus conjunction. A study of previous Mercury-Venus conjunctions suggested that stocks had a bullish bias in the aftermath of the conjunction, although the presence of retrograde Mercury complicated that view somewhat. Whenever Venus conjoined retrograde Mercury as was the case on Monday, November 24, the window of maximum bearishness extended from 3 days before (Nov 21) until 3 days after (Nov 27). This fairly wide effective range made it difficult to...
(23 November 2025) Stocks moved lower last week as hopes for a December interest rate cut dwindled following hawkish comments from some Fed governors. ...
(16 November 2025) After a volatile week, US stocks finished largely unchanged as investors considered the possibility that the Fed may not cut rates...
(9 November 2025) Stocks fell sharply last week as worsening consumer sentiment data signaled economic slowing and reignited recession worries. Among the worst hit...
(2 November 2025) Stocks rebounded last week as the Fed delivered a widely-anticipated interest rate cut of 25 basis points. While investors welcomed the...
(26 October 2025) US stocks reached new all-time highs last week as the latest round of inflation data was within consensus expectations. The current...
(19 October 2025) Stocks rebounded last week after President Trump walked back his latest tariff threat against China. Gold and silver also extended their...
(7 September 2025) Stocks finished higher last week despite weak jobs data that has once again raised the specter of looming recession. While stocks...
(24 August 2025) Stocks finished mostly higher last week after Fed Chair Jerome Powell signaled an interest rate cut was likely in September. Friday's...
(9 August 2025) US stocks rebounded last week as strong earnings and semiconductor tariff exemptions provided the fuel for big-tech gains. While the major...
