The combination of extremely rich equity valuations, high interest rates, and a new President taking bold actions will likely continue to whip stocks around for the foreseeable future. Alongside...
One of the most referenced valuation measures is Dr. Robert Shiller’s Cyclically Adjusted Price-Earnings Ratio, known as CAPE. Valuations have always been, and remain, an essential variable in...
A couple of weeks ago, I presented a blog post called “Trump Era Volatility: The Impact on Portfolio Allocations,” in which I pointed out that the effect of increasing volatility generally is to...
Markets have been through another week where tariffs have been the driving force behind market moves. The PCE data which I had thought would be the major event for the week failed to stoke any real...
NFP take center stage amid DOGE layoffs ECB decides monetary policy after CPI data Canada jobs report and RBA minutes also on tap Will DOGE layoffs weigh on NFP? The US dollar traded on the back...
Trump confirms 25% tariffs on Canada and Mexico, ups China tariffs by 10% Dollar jumps higher despite growing Fed rate cut bets and lower yields Aussie and kiwi lead FX losses, gold sinks...
US Dollar's Strength Triggers a Sell-Off in Gold The gold (XAU/USD) price plunged by more than 1.3% on Thursday as the US Dollar Index (DXY) moved sharply higher after a strong US macro data...
The US Personal Consumption Expenditures (PCE) Price Index, the Fed’s preferred inflation gauge, is due. Recent US economic data has been weaker than expected, leading to increased market...
Trump threatens EU tariffs, creates confusion about Mexico and Canada duties Dollar rebounds but gold slides again Nvidia falls in after-hours trading as earnings fail to set Wall Street...
