Trump’s Tactics Continue to Weigh on Market Sentiment
Trump’s tariff strategy paying off. Dollar rallies but equity indices take a tumble. The busy calendar this week as China celebrates New Year. Gold, oil and cryptos experience losses. Trump’s...
Trump’s tariff strategy paying off. Dollar rallies but equity indices take a tumble. The busy calendar this week as China celebrates New Year. Gold, oil and cryptos experience losses. Trump’s...
Is DeepSeek a Sputnik Moment? Let's break it down. The Soviet Union's October 1957 launch of the world's first artificial satellite, Sputnik 1, stunned the U.S., which reckoned it had a commanding...
The University of Michigan consumer sentiment data for January was revised lower this morning, from 73.2 to 71.1. Well below the historical average of 84.7 (orange line), now for the 43rd straight...
This week, we have the Federal Reserve meeting on Wednesday, followed by the European Central Bank (ECB) meeting on Thursday. Meanwhile, the Bank of Japan (BOJ) made waves last Friday by raising its...
We regularly assess the subjective probabilities that we assign to our three scenarios: the Roaring 2020s (55%), the Meltup 1990s (25%), and the Stagflationary 1970s (20%). The last scenario, with...
Gold Continues Moving Upwards The gold (XAU/USD) price rose by 0.64% on Friday as the US dollar (USD) weakened after US President Donald Trump called for lower interest rates, while the uncertainty...
The pause in financial conditions tightening helped stocks rally. Semiconductors’ market cap weighting reached an all-time high. Mag7 corporate bond yields are almost on par with...
It’s been a volatile start to the year, with an abundance of expectations placed on what the new administration would do in its first weeks, days, and even hours of power. We’re off! This year, our...
US equities markets rose due to President Trump’s pro-business policies and decision to not impose tariffs on major trading partners yet. The Bank of Japan raised rates to 0.5%, the highest since...
Bitcoin continues its post-election run with the December pullback coming to an end. The emergence from a picture-perfect cup-and-handle pattern opens up 130K as an upside - and very reachable -...