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Market Analysis

  • April 24, 2025

Alphabet Shines in Q1 2025 With Cloud, AI as Growth Engines

Alphabet, the parent company of Google, has posted impressive financial results for the first quarter of 2025, marking a significant start to the year. Despite the challenges posed by global economic...

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Fed Expected to Keep Rates Steady Despite Trump’s Calls for Cuts
  • April 24, 2025

Fed Expected to Keep Rates Steady Despite Trump’s Calls for Cuts

President Trump says he doesn’t plan to fire Federal Reserve Chairman Powell, but the calls for rate cuts continue. The central bank, however, is expected to leave rates unchanged at the next month’s...

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USD/JPY Slips as Safe Havens Regain Shine Amid Tariff Jitters
  • April 24, 2025

USD/JPY Slips as Safe Havens Regain Shine Amid Tariff Jitters

US-China trade de-escalation is less certain Germany IFO business climate beat forecasts Adidas rises 1.9% after upbeat earnings DAX recovery runs into resistance USD/JPY Falls as US-China...

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Concerns Over Trade Tensions, Tariffs, and Weak Earnings Signal Market Pullback
  • April 24, 2025

Concerns Over Trade Tensions, Tariffs, and Weak Earnings Signal Market Pullback

Monday’s Commentary started: On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!” The stock and bond markets fell as investors feared President Trump might try to...

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Mixed Signals from Washington Send Gold Up and Equities Down
  • April 24, 2025

Mixed Signals from Washington Send Gold Up and Equities Down

Asian stocks ended their five-day winning streak as a short-lived global rally lost steam due to mixed messages from the Trump administration about China tariffs. A regional stock index dropped 0.3%...

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US Dollar on the Back Foot as Trump Alters His Rhetoric
  • April 24, 2025

US Dollar on the Back Foot as Trump Alters His Rhetoric

Trump sends mixed signals about tariffs again Improved risk appetite weakens, stocks surrender gains US data and Treasury note auction in the spotlight Both gold and oil struggle to find their...

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Virgin Galactic, SpaceX, Blue Origin—Who’s Really Winning the Space Race?
  • April 24, 2025

Virgin Galactic, SpaceX, Blue Origin—Who’s Really Winning the Space Race?

Once the stuff of science fiction, space tourism is fast becoming a reality—reserved for few, watched by millions, and sparking profound questions about the future of our planet. Introduction Last...

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US-China Optimism Fades Amid Bearish Technical Signs in US Stock Indices
  • April 23, 2025

US-China Optimism Fades Amid Bearish Technical Signs in US Stock Indices

It was another day of trade tariffs “drama” within the US White House administration. Yesterday, 23 April, the Wall Street Journal reported that the White House is considering cutting the steep...

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GDPNow Tracks Near Zero—Can Q2 Growth Rebound From Import Overhang?
  • April 23, 2025

GDPNow Tracks Near Zero—Can Q2 Growth Rebound From Import Overhang?

Goldman Sachs puts Q1 growth at 0.1% q/q AR close to adjusted GDPNow, while NY Fed indicates 2.58%. The St. Louis Fed “news” index stands at 2.83%. Figure 1: GDP (bold black), GDPNow of 4/17 (teal...

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Globalization Is Reversing, and Profits May Be Next to Fall In Line
  • April 23, 2025

Globalization Is Reversing, and Profits May Be Next to Fall In Line

So where are corporate profits going to come from as globalization, price-gouging, planned obsolescence, shrinkflation and immiseration run out of rope? We all know there's a time lag between the...

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Recent Posts

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