Defense stocks have been in a downdraft heading into the new year. President Trump’s intent to de-escalate geopolitical conflicts and end the war in Ukraine with funding cuts is causing concern...
Trump’s rhetoric overshadows US economic developments. US stocks could suffer from strong US data and hawkish Fed minutes. Weak risk sentiment supports gold as bitcoin drops. Trump Rhetoric Creates...
Incoming US President Donald Trump has pledged tariffs of as much as 10% on global imports and 60% on Chinese goods, plus a 25% import surge on Canadian and Mexican Products would upend trade flows,...
There’s a lot to discuss, with markets moving quite violently in all directions—it’s hard to know where to begin—the economic data triggered much of yesterday’s movement. The JOLTS report came in...
That's the problem with deploying play-acting as "solutions:" play-acting doesn't actually fix the problems at the source, it simply lets the problems run to failure. By now, we all know the name of...
We get the impression that some major sentiment extremes are close. In particular, we appear to be at/near peak optimism about the US stock market and the US dollar, peak pessimism about the US...
Markets have been re-pricing the prospect of Federal Reserve rate cuts this year in the wake of more hawkish Fed commentary. Today's data suggests that the economy is maintaining its strong momentum...
The Services PMI for December came in at 54.1, easily beating street expectations of 53.5. The results were two points higher over Novembers data and the sixth straight month of expansion. Although...
Federal Reserve board member Lisa Cook discussed the year ahead at a conference this week. Cook discussed monetary policy and stock market valuations, among other topics. She also opined on...
