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Daily Market Commentary

Professional market analysis and investment insights from RIA’s experts. Get timely perspectives on global market trends, policy impacts, sector movements, and economic developments that affect your investments. We cut through the noise with actionable analysis designed to help you make informed investment decisions. Subscribe to receive these updates every morning before the opening bell.

Is QT In Its Final Act?

By RIA Team, Jan 17, 2024

“Fed Tiptoes Toward Dialing Back Key Channel of Monetary Tightening,” by Nick Timiraos,...

Bitcoin ETFs Come With Stern SEC Warnings

By RIA Team, Jan 16, 2024

The SEC approved 11 spot Bitcoin ETFs on Thursday. Unlike the supportive messaging on most new...

Bank Rescue Package Becomes A Profit Center

By RIA Team, Jan 12, 2024

The Fed came to the banking sector’s rescue in March 2023 with the Bank Term Funding Program...

The Wealthy Benefit From The Fed

By RIA Team, Jan 11, 2024

Axios recently put out an article with the graph below. As shown, the wealthy, defined as the top...

Fed Funds Expectations Are Misaligned With Market Expectations

By RIA Team, Jan 10, 2024

There is a gap between the logic of the stock and bond markets. Most stock market analyst...

Buy Now Pay Later

By RIA Team, Jan 9, 2024

Since 2022, credit card debt has grown 10% annually to a record high of $1.08 trillion. That is...

The Corporate Bond Market Is Stirring But Not Worrisome

By RIA Team, Jan 8, 2024

“U.S. (corporate) high-yield bonds have sold off at the fastest pace since March, when...

Government Spending Drives The Economy

By RIA Team, Jan 5, 2024

Since January 2022, nominal GDP has grown by $2.5 trillion or 5.77% annually. Such a growth rate is...

Tax Gain Selling And Undressing Take Charge

By RIA Team, Jan 4, 2024

Quite often, year-end trading is not a function of recent economic trends, earnings projections, or...

The Presidential Election Provides Stocks A Tailwind For 2024

By RIA Team, Jan 3, 2024

Our first article of the year, January Stats & New Year Investing Resolutions for 2024,...