“Investors diligently prepare portfolios based on the last 30 years of market behavior while remaining unaware of the potential for the return of devastating patterns that occurred outside their...
We see markets probe all the time, and right now, it seems we’re in a probing mood, searching for that “put” where a policymaker panics. As of Friday, however, it was falling on deaf ears—and Powell...
As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests. Redrawing the...
Heading into April 2nd, investors were under the impression that Trump’s goal was to set tariff rates that allow for fair trade with other nations. Trade impediments like tariffs, taxes, VATs,...
Gold stocks are increasingly standing out in stock markets slammed by Trump’s massive tariffs. While general stocks plunge into a deeper correction threatening a bear, gold stocks just broke out to a...
MON: N/A TUE: N/A WED: FOMC Minutes THU: US CPI (Mar) FRI: UK GDP (Feb), US PPI (Mar), US UoM Prelim (Apr), US Earnings Season (Q1 25) FOMC MINUTES (WED): At its March meeting, the Fed kept...
The US is the world’s leading exporter of services to the global economy. The services sector is also the dominant source of economic activity in America. Those are strengths, but they’re also...
US stocks slump in worst day since 2020 Covid crisis amid tariff blitz Dollar hits 6-month low as Treasury bonds outshine, yields sink But global equity selloff eases slightly ahead of NFP report,...
