Trump announces tariffs on Canada, Mexico and China. Stocks and cryptos are under severe pressure as the dollar surges. A busy data calendar today that also includes Fed speakers. Gold in the red,...
Personal Consumption Expenditures minus food and energy (Core PCE) increased 0.2% in December, and 2.8% over the last 12 months. The Fed’s preferred indicator on inflation has now remained stubbornly...
Last week’s market action was bookended by bearish news shocks in two of the bull’s sensitive areas – AI capital costs and tariffs. The result was a revealing week of price action that concluded with...
Gold Soars Toward Record High Amid Trade War Fears The gold (XAU/USD) price reached a new all-time high of $2,817 on Friday as safe-haven demand remained strong due to geopolitical uncertainties and...
Many are quoting that the Year of the Snake is a bad year for stocks. However, this is the Yin Wood Snake and a year ending in the number 5. The last time we saw the Year of the Yin Wood Snake was in...
The Tariff Man is back, and I guess at this point, those on social media who thought that tariffs were negotiating tactics and thought Trump was bluffing weren’t around during Trump 1.0. This version...
The markets certainly didn't give a ringing endorsement to Trump 2.0 tariffs announced on Friday: 25% each on Canada and Mexico and 10% on China. During his presidential campaign, Trump talked about...
MON: Chinese New Year (Market Holiday - Mainland Closed, Hong Kong Open), BoJ Summary of Opinions, OPEC+ JMMC Meeting, Chinese Final Caixin Manufacturing PMI (Jan), EZ/UK/US Final Manufacturing PMI...
Dollar continues to be driven by tariff headlines Nonfarm Payrolls to reshape Fed expectations BoE to cut by 25bps; focus to fall on forward guidance Canadian jobs report key for BoC’s next move In...
The standoff between Donald Trump and the US Federal Reserve is intensifying. The Fed kept rates on hold this month, much to the US President's displeasure. Our James Knightley looks at where the...