Macro clouds remain on the horizon. Wherever you look at, you see unsustainable economic models: we are either relying on debt-fueled growth (US), trying to squeeze exhausted growth models (China),...
Gold Continues Setting Record Highs Gold (XAU/USD) reached record highs on Monday as the US political uncertainty and Middle East tensions supported the demand for safe-haven assets. Gold prices...
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?" We wrote: "Bond investors may be expecting too many interest-rate cuts...
The smart money is selling, of course, for the clanging indicators are the dinner bell announcing the banquet of consequences has been served, and Nemesis doesn't want the meal to get cold. ...
By Mike MaharreyIn one of the biggest economic stories of the year that nobody seems to care about, the Biden administration ran the third-largest budget deficit in history in fiscal 2024 and paid...
The bull market celebrates its two-year milestone, maintaining strong growth. Investors watch closely to see if the rally aligns with historical bull market patterns. Sustained market momentum...
US election risks move to the forefront as Trump narrows gap with Harris Gold begins week with new record as geopolitical tensions add to demand Stocks mixed ahead of key earnings Trump Trade Makes...
The big banks officially kicked off the third-quarter earnings season last Friday. At a high level, results have been good enough to drive the broader banking space to year-to-date highs. The return...
Gold Surges on Rising Tensions and US Political Uncertainty Gold (XAU/USD) climbed by over 1% on Friday, bolstered by escalating tensions in the Middle East and growing political uncertainty over the...
Global markets are reacting to shifts in central bank policies, with the US dollar strengthening and rate cut expectations changing. The upcoming week will be busy with the IMF meeting, PMI data...