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Market Analysis

Trump to propose $163 bln cut in non-defense spending in 2026 budget –...
  • May 1, 2025

Trump to propose $163 bln cut in non-defense spending in 2026 budget –...

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April Was Wild—Don’t Assume May Will Be Any Calmer
  • May 1, 2025

April Was Wild—Don’t Assume May Will Be Any Calmer

Welcome to a new month and the second third of 2025. April would be hard to beat in terms of mayhem, but in this uncertain world, don’t be so sure of anything. For the moment, though, the bulls...

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NFP Preview: Why the Jobs Report May Not Show the Impact of Tariffs
  • May 1, 2025

NFP Preview: Why the Jobs Report May Not Show the Impact of Tariffs

NFP Key Points NFP report expectations: +133K jobs, +0.3% m/m earnings, unemployment at 4.2%. Leading indicators point to near-expectation reading in this month’s NFP report, with headline job...

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  • May 1, 2025

Why US Stocks Rose Despite a GDP Contraction in Q1 2025

Despite a worse-than-expected first quarter 2025 GDP report, U.S. stocks rebounded and ended mostly higher. Several factors help explain this counterintuitive market reaction. The GDP Miss Was Driven...

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America's Exceptionalism Crumbles: Signs of a New Global Order in the Making
  • May 1, 2025

America's Exceptionalism Crumbles: Signs of a New Global Order in the Making

For years, the United States has been the beacon of the global economy, an exceptional market, and an inexhaustible source of financial strength and leadership. The dynamics of the last decade,...

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Market Snapshot: Bonds Rally, Commodity Weakness, and US Drift
  • May 1, 2025

Market Snapshot: Bonds Rally, Commodity Weakness, and US Drift

Foreign markets continued to rally in March, leading returns for the major asset classes and extending a bullish trend for foreign assets in 2025, based on a set of ETFs. US stocks, US junk bonds,...

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Wall Street Whipsaws on Data and Trade Headlines, Yen Slides After BoJ
  • May 1, 2025

Wall Street Whipsaws on Data and Trade Headlines, Yen Slides After BoJ

Markets in a spin after a slew of mixed US data and comments on trade But US dollar and stocks higher as trade deal hopes offset stagflation fears Tech earnings also help lift sentiment, gold takes...

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  • May 1, 2025

A Comprehensive Guide to Tax Planning for High-Net-Worth Individuals

When your wealth grows, so does the complexity of your financial life. For high-net-worth individuals, tax planning is no longer just about filing accurately—it’s about strategically managing income,...

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Fewer Ships From China Do Not Mean Fewer Goods to the US
  • May 1, 2025

Fewer Ships From China Do Not Mean Fewer Goods to the US

The headlines below lead some to believe the shelves in our stores will soon be empty. Moreover, reminiscent of 2020, an inflation spike due to fractured supply lines is imminent. Let’s provide...

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  • April 30, 2025

Gold Drops for Third Straight Day as US Data Fuels Recession Fears

Gold Declines for the Third Day in a Row The gold (XAU/USD) price fell by 0.87% on Wednesday, pressured by concerns over the US economic outlook. A weaker-than-expected Gross Domestic Product (GDP)...

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Recent Posts

  • S&P 500 Hovers Near Resistance With PPI Set to Test Market Direction
    June 11, 2025
  • Gold’s Corrective Phase Could Be Over as Uptrend Resumes
    June 11, 2025
  • CPI Miss Sends US Dollar Lower as Stocks Lose Momentum Ahead of PPI
    June 11, 2025
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