There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes. For fun, I...
Morningstar* last week advised that tactical asset allocation funds “failed—again.” That sounds ominous for this class of strategies, but a closer review suggests it’s misguided to pull the plug on...
Total retail sales for January came in at $723.9 billion, a decline of -0.9% for the month. The street was expecting a decline of only -0.2%. This was the biggest one-month decline since March...
MON: N/A TUE: RBA Announcement & SoMP, UK Jobs (Dec), Swedish CPIF (Jan), German ZEW (Feb), Canadian CPI (Jan), Japanese Trade Balance (Jan) WED: FOMC Minutes, RBNZ Announcement, Bank of...
After Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates by 25bps, focus on forward guidance. RBNZ may opt for a third consecutive 50bps rate cut. UK, Canadian and Japan’s CPI...
Trump targets all countries with reciprocal tariffs but allows time for talks. Dollar sinks, stocks rally as investors see bluff, shrug off strong PPI data. But gold unconvinced by a relief rally...
On Thursday, the Gold (XAU/USD) price gained 0.87% on continuing safe-haven flows as US President Donald Trump plans to impose reciprocal tariffs, heightening global trade concerns. The US president...
US tariffs in focus as VAT enters trade war calculations BoE rate cut outlook shaky with inflation risks rising GBP/USD tests key resistance with breakout potential FTSE 100 reversal raises...
*This is the transcript of an interview conducted by the International Man with Doug Casey. International Man: Before the income tax, tariffs funded the US federal government. Was the country better...
Stocks finished the day higher as bond yields fell following the PPI report. The key data points in the data suggested that core PCE will likely not come in as hot as the core CPI report left...