I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my...
A deep look at tariffs and the most attractive macro asset classes to kickstart 2025. What if tariffs end up being non-inflationary and negative for growth? And what if Trump focuses on short-term...
Inflation is relatively low compared with the post-pandemic surge, when the year-over-year change for the Consumer Price Index (CPI) peaked at 9.0% in June 2022. The current 2.7% pace through this...
“Curb Your Enthusiasm,” which ran its series finale last year, starred Larry David as an over-the-top version of himself in a comedy series that showed how seemingly trivial details of day-to-day...
Crude prices, natural gas prices, as well as other commodities are surging this morning and fundamentals becoming more obviously bullish and the fact that it’s going to take a lot of demand for a lot...
MON: No major event. TUE: EIA STEO; CBR Policy Announcement; Indian WPI (Dec), US PPI (Dec) WED: IEA OMR, UK CPI (Dec), EZ Industrial Production (Nov), US CPI (Dec), NY Fed Manufacturing...
US inflation report to take centre stage as dollar remains well bid. China’s economic policies to come under scrutiny as Q4 GDP on tap. UK CPI and GDP figures to be watched as pound’s pain...
The NFP report will provide insights into the health of the US labor market and may influence the Federal Reserve’s interest rate decisions. The consensus forecast is 160,000 jobs added, with the...
The market’s performance over the past month reflects a mixed picture of resilience and weakness. While the S&P 500 remains in a bullish structure and has held above key support levels, a closer...
Gold (XAU/USD) gained 0.31% and reached a four-week high on Thursday, supported by safe-haven demand amid investors' uncertainty about the economic and inflationary impact of US President-elect...