Before the CPI analysis, I always try to give some context for where we are in the ‘story’ about the evolution of inflation right now. It’s really difficult to do that, though, because of all of the...
Universities and mainstream economic courses teach us that governments need money to fund their spending, Central Banks have the authority to print money we use, and commercial banks lend and...
The S&P 500 index is now celebrating a recovery of 20% since the lows it had made during so-called “Liberation Day,” when President Trump rolled out the first round of trade tariffs with...
We had a volatile start of a new trading week. The US dollar moved higher across the board as the US and China appear to be moving toward lowering tariffs, suggesting progress toward a potential...
Sunday’s announcement that the US and China will sharply reduce tariffs and continue to negotiate sparked a monster rally in equities around the world. The assumption is that progress on trade talks...
UK unemployment rose to 4.5% & wage growth eased US CPI is expected to hold at 2.4% GBP/USD has fallen away from its 2025 high GBP/USD hovers around a monthly low as investors weigh up U.S....
Asian stock markets mostly went up after US stocks rallied, as hopes grew that the US-China trade truce might end the tariff war. Japanese stocks led the way, with the Topix rising for the 13th...
Risk appetite is slightly receding today after Monday’s boost US stocks and the dollar experienced considerable moves on Monday US CPI in focus today, but investors are craving Fed commentary Gold...
Gold Collapses Amid Trade Tariff Easing Gold (XAU/USD) declined by over 2.69% on Monday. "Gold, conversely, faced significant headwinds, retreating from earlier highs above $3,400 down to nearly...
