We haven’t had to change our subjective probabilities for our three alternative economic scenarios for quite some time. We are doing so today and may have to do so more frequently in coming months or...
The US Dollar plunged rapidly last week, losing over 3.5% and pulling back to levels below 104.0, nearly erasing gains since Trump’s election victory. The US dollar has been actively declining since...
Dollar suffers from tariff talk and growth concerns Wednesday’s aluminum and steel tariff deadline in the spotlight US equities in need of a risk-positive sentiment boost Oil and cryptos remain...
Safe-Haven Demand Pushes Gold Higher The gold (XAU/USD) price remained relatively unchanged on Friday but had a weekly gain primarily due to safe-haven inflows amid rising geopolitical...
In this week's Tech Edge, we dive into the impact of tariffs on the AI trade and identify the areas with the best opportunities. Impact of Tariffs Tariffs are dominating the headlines, and investors...
Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result has become an uncomfortable trend. The SPY closed with the worst 3-week slide since Dec...
We haven’t discussed global monetary inflation for a while, mainly because very little was happening and what was happening was having minimal effect on asset prices or economic performance. However,...
Last week, we discussed the more extreme levels of bearishness that have gripped the markets as of late. “In other words, while the media scrambled to align reasons with the sell-off, the correction...
I’m sure this week will be interesting, given the CPI and PPI reports. I’m sure the administration will have plenty of on-again and off-again policy statements about something. The one thing that...
