A Decade of Headwinds
These headwinds will persist for the next decade or two. The stock market is rallying hard after a brutal sell-off--not an uncommon occurrence. As we savor our winnings in the ship's first-class...
These headwinds will persist for the next decade or two. The stock market is rallying hard after a brutal sell-off--not an uncommon occurrence. As we savor our winnings in the ship's first-class...
In the functional world of the century-long flat Case-Shiller chart, families spent a stable portion of their incomes on rent and home prices reflected a stable premium on rents. Rents on existing...
Well… I had planned to put this note out earlier in the week but was too busy —and as you probably saw, one of these upside risks has already in-part played out with markets responding in spectacular...
Trump’s tariff U-turn sparks huge risk rally. USD/JPY stuck in a volatile range with bearish bias. GBP/USD tight but watch for breakout setups. Silver prints key bullish reversal higher—$31 a key...
US Futures Dow futures 0.30% at 37760 S&P futures 0.8% at 5022 Nasdaq futures 1.3% at 17341 In Europe FTSE -2.3% at 7709 Dax -2.3% at 19740 Volatility is elevated as Trump’s trade tariffs take...
The Dow Jones soared more than 2,500 points, while the Nasdaq soared 1,500 points and the S&P 500 rose 400 points. U.S. markets recovered a chunk of their losses over the past week on Wednesday...
It took a few days and a near-bond market meltdown to break Trump, but he finally broke. As I noted yesterday, it was starting to look ugly out there, and by night, the bond market rollercoaster rise...
After Trump’s new tariffs, markets are on edge—again. But with the S&P 500 testing critical support, a rebound might still be possible. Meanwhile, gold shines as the only real safe haven amidst...
Is inflation or slower growth, and perhaps recession, the priority? This basic question hangs over the Federal Reserve as it grapples with deciding how to respond to global trade war. The risks shot...
For those of you with bearish nightmares, we share one important takeaway from Monday’s market roller coaster. While there is a good chance the market may explore new lows over the coming months, we...