Stocks managed to grind their way higher on the day, while rates and the dollar rebounded from yesterday’s declines. The price action in the stock market has been strange, and I can only attribute that to some internal rotation. Yesterday, small caps and the S&P 500’s equal weight were strong. Today, these parts of …
Author: Michael Kramer
Rates, Dollar, and Nvidia Drop Sharply On November 25, 2025
Stocks finished the day up a little, as rates and the dollar plunged.
The Fed Rate Cutting Cycle May Be Over
The Fed minutes come Tuesday this week.
Stocks Rally Despite A Stronger Dollar and Rising Inflation Expectations
The dollar and inflation expectations are breaking out.
Nvidia’s Results Had No Surprises and Are Probably Not Good Enough
Nvidia as expected.
Can Nvidia Save The Market One More Time?
Nvidia will report earnings tomorrow after the stock market close.
Stocks Manage To Rise as The Dollar and Rates Retreat –For Now
Stocks climb as rates and the dollar fell.
Rising Rates And Nvidia May Drive The Stock Market Much Lower
In this case a 2 and 2 quarter from Nvidia may not be a enough.
A Dollar Breakout Could Lead To Equity Market Carnage
The dollar just continues to go higher.
Rates and The Dollar Continue To Melt Up As Stocks Stall Out
The dollar and rates continued to move higher despite in line CPI report.
Surging Rates and A Stronger Dollar Could Melt Stocks
As rates and the dollar rise, they pose a bigger threat to the stock market.
Dollar, Financials Rise, While Oil and Technology Fall
Stocks finished the day mostly mixed.
Long-Term Market Cycle Point To A Peaking S&P 500, Rising Rates and a Stronger Dollar
Weekly long-term market cycle review.
Implied Volatility, Rates, and The Dollar Fall Sharply, Pushing Stocks Higher
Rates and the Dollar fell today giving back some of their gains, while the VIX continued to reset.
Stocks Explode Higher As Implied Volatility Drops Sharply Following Trump Win
The event came and went and so did implied volatility and the mechanical bid.
Stocks Rally As Implied Volatility Melts Ahead of US Election
The VIX index fell sharply on November 5 ahead of the US election helping to boost stocks.
What Happens Next for the Market Is in Nvidia’s Hands
Nvidia accounts for nearly a quarter of the gains in the S&P 500 this year.
Trump’s Second Term Could Be Arriving This Tuesday
Based on the latest data it appears that a second term for President Trump could arrive on Tuesday.
Third-Quarter 2024 Thematic Growth Update
11/1/24 Third Quarter 2024 Review Volatility increased significantly in the third quarter as we transitioned from July into August and again into September. The run-up in volatility led to sharp declines that quickly recovered in some indexes, while others, like the NASDAQ 100, remained below their mid-July highs. The volatility stemmed from the uncertainty surrounding …
Stocks Shatter Rising Wedge Uptrend Ahead Of The Unpredictable Job Report
The October job report comes tomorrow, and it feels like this could be any random number.