Eight days after “Liberation Day”, President Donald Trump announced a reduction of reciprocal tariff rates to a 10% baseline on the 60 countries with higher tariff rates. This pause of the higher...
Gold Jumps by Another 3% in One-Day The gold (XAU/USD) price surged by almost 3% and hit a new all-time high on Thursday. The escalating trade war between the US and China fuelled safe-haven demand...
This post goes carefully through ownership and trends in holding of Treasuries. It concludes that official holders, as in governments, look likely to further reduce their stakes, but that this...
Inflation, as measured by the Consumer Price Index (CPI) came in better than expected for the month of March. Headline CPI fell -0.1% (market expected a rise of +0.1%), as a result of energy costs...
At this point, I’m just about ready to retire because I am seeing things I have no memory of or have never seen before. The USD/CHF fell by more than 3.8%, a monumental move. It was either a newfound...
Magnificent Seven stock Meta Platforms (NASDAQ:META) constantly has headlines swirling around it. Three analysts downgraded the stock in April, and shares are down big-time on tariff worries....
US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply chain disruptions are on their way. After all the volatility and...
The sharp declines in U.S. equity indexes over the past week were unsettling, but far from unprecedented. Historically, similar sell-offs have occurred at least 14 other times in the past century...
Before we get started on today’s CPI, let me add a few wise words from an old market observer: The stock market is not the economy. The stock market is the (private real economy) times (price per...
