GFK German consumer confidence rises to -19.9 Trump delayed 50% tariffs on the EU until July 9 DAX consolidates around 24,000 The DAX rises, but the mood is fragile due to Trump’s erratic trade...
Gold Hovers Near Two-Week High The gold (XAU/USD) price slightly fell by 0.46% on Monday, after The European Union has agreed to accelerate trade negotiations. This decision follows US President...
Man, Moorea makes meandering morning musings more manageable. As surely you have heard, our fearless leader has backpedaled for the umpteenth time on what I had been told was his favorite word,...
After a powerful rebound from April's lows, US equities hit resistance last week as bond yields surged, tariff risks re-emerged, and investors turned their attention back to fiscal discipline. The...
The “sell America” trade is getting a lot of attention these days, but it seems that enough is enough. The about-to-be-hiked tariffs for the EU were delayed by a month (precisely: to at least July...
Even Trump Can’t Kill The Rally Last week, we discussed how the rally had repaired much of the previous damage following the correction. As we noted: “This past week, the market continued its...
Of course, you may be asking yourself what I mean by that. Historically, bear markets have tended to be pretty evident, as highlighted in the chart below. These bear markets are often more...
Investors love to attach an ex-post narrative to any price action, and this time the blame was on Trump’s erratic policies, the reduced attractiveness of US assets, and ‘’China dumping’’. But there...
Credit markets are expecting the US credit rating to be cut by six levels, and we see the world’s most expensive Papa John’s pizzas. Each week, our team takes you through the last seven days in seven...
The table below is published by Briefing.com every weekend and provides good detail on the coming week’s economic data releases. Since the quarterly GDP data – including Q4 ’24 – has been influenced...