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Traders' Insight
Interactive Brokers Traders' Insight is a free online blog drawing together financial market commentary from an array of industry contributors. Exchanges, mutual funds, investment companies ...more

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Pivot? No. Peak? Not Yet. Pause? Not Now. Slower Pace….
The reaction to the November FOMC meeting shows how investors have continually reduced their expectations for what might provide a meaningful change to Fed policy.
Economic Landscape: Inflation And The Fed
The rate of overall inflation remains high but has moderated against the backdrop of slowing consumption and tighter financial conditions.
Manufacturing Slips Deep Into Contraction Territory While Layoffs Rise Markedly
Overall manufacturing conditions have dropped into contraction territory, a result of two consecutive months of weakening results.
Energy Price Volatility Adds Uncertainty For Producers And Consumers
After a few volatile years occurring after the beginning of the COVID-19 Pandemic, oil prices have retreated modestly with a weaker energy demand outlook partially offsetting concerns about tight supplies.
Market To Fed: “Are We There Yet?” Fed To Market: “Quiet Back There”
No matter how often we are told otherwise, investors remain hopeful for a pivot and/or pause.
Understanding Put/Call Ratios
Put/call ratios can be very useful for options trading, but you need to be careful which data you’re using.
The Real Estate Sector Deteriorates Further Amidst No Buyers In Sight
Permits for single-family home structures in October declined a whopping 3.6% month-over-month (m/m) and 22.1% from the same period a year ago.
Do Monthly Options Expirations Still Matter?
Monthly options expirations have historically been a big deal.
Consumers May Be Feeling Lousy, But They Are Continuing To Spend
The strong consumer spending report is supportive of fourth-quarter gross domestic product (GDP), but on the other hand, it implies that the Fed may be less likely to engineer a dovish tilt in the near future. 
Looking Back At Crypto’s Wild Ride
A look at FTX and the crazy ride in bitcoin and other cryptocurrencies.
Consumers Feel The Pain Of Inflation And Rising Interest Rates
The Consumer Sentiment Index for November plummeted to 54.7, much worse than market expectations of 59.5 and a sharp decline from October’s 59.9 level.
October CPI: Inflation Is Moving In The Right Direction
In good news for consumers and the Federal Reserve’s aggressive inflation war, consumer price increases, while still high, were cooler than expected in October.
Global Outlook: The Inflation Battle Drags On
Disappointing inflation data and recent comments from leaders across the globe point to persistent economic challenges, including the need to curtail rapid price increases with additional monetary tightening.
Strong Job Growth Amidst Pockets Of Weakness
Labor conditions remained strong in October as robust demand for workers persisted while labor force participation slipped.
Pivot, Pause, *Poof*
Chair Powell once again dashed traders’ hopes, even if those hopes had been downgraded from “pivot” to “pause”.
FOMC Preview: Inflation Battle Requires Fed To Dig In Deeper
As painful inflation continues to pressure consumers and corporations, investors have become increasingly optimistic that this afternoon’s Federal Reserve meeting will show a central bank softening its war against price increases.
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