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I promise that I will end this series of posts with some actionable conclusions. I thought this would be a Point A to Point C series, but it’s turning into a Point A to Point E series. The final post...
March retail sales came in above expectations and a record high. Autos were the strongest category, leading to believe the strength may be related to tariffs. But core sales (ex autos) also beat...
GDPNow at essentially zero growth. Industrial production and retail sales (control) surprise downside. Figure 1: GDP (bold black), WSJ January survey mean (blue), WSJ April survey mean (tan), GDPNow...
Global stock indices cratered yesterday, 16 April, led by technology and semiconductor stocks. Uncertainties over US tariffs and tic-for-tat trade retaliatory measures cast doubts on the technology...
The U.S. dollar index, which tracks the dollar against a weighted basket of six foreign currencies, including the EUR/USD and the USD/JPY, recently fell to its lowest level since April 2022. This may...
Total retail sales came in at $734.9 billion in March, a gain of +1.4% (vs +1.3% expected). January and February were revised higher by a combined $3.4 billion. At +1.4%, its the biggest monthly gain...
Tech stocks fell globally after the Trump administration imposed new restrictions on Nvidia’s chip exports to China, worsening trade tensions. Nasdaq 100 futures dropped 1.5%, and Nvidia...
The chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies on certain rare earth metal imports from China and other nations. It also lists some of the products the...
UK annual inflation dropped to 2.6% in March 2025, lower than expected, with notable decreases in recreation, culture, and transport prices. Markets are pricing in an 85% probability of a Bank of...
All eyes on Fed Chair Powell today about rate cut hints UK CPI keeps the door open to May BoE rate cut Strong possibility of a BoC rate cut today Dollar’s suffering lingers, gold hits a new all-time...
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